SBI EQUITY HYBRID FUND REGULAR IDCW REINVESTMENT
58.71
0.16
as on 01-Jan-2025
HYBRID
| AGGRESSIVE
14.62
1 YEAR RETURNS
10.87
3 YEAR RETURNS
13.68
5 YEAR RETURNS
1000.0
Minimum Investment500.0
Minimum SIP Investment1000.0
Additional PurchaseOption Type
| SBI EQUITY HYBRID FUND REGULAR GROWTH | Buy |
Three Year NAV
Peer Comparison
| Peer Mutual Fund | Fundexpert Rating | Current Nav | 1yr Return | 3yr Return | 5yr Return | |
|---|---|---|---|---|---|---|
| JM AGGRESSIVE HYBRID FUND MONTHLY IDCW REINVESTMENT OPTION | 5 | 89.97 | 26.79 | 22.6 | 24.25 | Buy |
| JM AGGRESSIVE HYBRID FUND - IDCW REINVESTMENT OPTION | 5 | 34.75 | 26.79 | 22.6 | 24.25 | Buy |
| EDELWEISS AGGRESSIVE HYBRID FUND - IDCW REINVESTMENT PLAN | 5 | 28.28 | 20.63 | 16.9 | 17.97 | Buy |
| BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND REGULAR - IDCW REINVESTMENT | 5 | 33.24 | 26.04 | 17.21 | 26.62 | Buy |
| JM AGGRESSIVE HYBRID FUND - HALF YEARLY IDCW REINVESTMENT OPTION | 5 | 90.7 | 26.79 | 22.6 | 24.25 | Buy |
Fund Portfolio
Top 5 Holdings
| S. No | Company | Net Assets |
|---|---|---|
| 1 | HDFC Bank Ltd | 7.23 |
| 2 | Kotak Mahindra Bank Ltd | 4.25 |
| 3 | Axis Bank Ltd | 3.6 |
| 4 | State Bank of India | 3.55 |
| 5 | Infosys Ltd | 3.51 |
Top 5 Sectors
| S. no | Sector Name | Net Assets |
|---|---|---|
| 1 | Miscellaneous | 14.71 |
| 2 | Banks - Private Sector | 11.64 |
| 3 | Banks | 9.88 |
| 4 | Finance & Investments | 8.6 |
| 5 | Finance | 8.19 |