SBI Equity Hybrid Fund is an open-ended hybrid fund. Earlier this fund was named as SBI Magnum Balanced Fund.The investment objective of SBI Equity Hybrid Fund is to invest in both equity and debt securities to generate long-term capital. SBI Equity Hybrid Fund invests in high growth company equity stocks and in fixed income securities to adjust the risk.
SBI Equity Hybrid Fund is managed by Mr. R. Srinivasan and Mr. Dinesh Ahuja. The risk profile of SBI Equity Hybrid Fund is moderately high as it invests in a mix of equity and debt fund. You can invest in SBI Equity Hybrid Fund sip mode for a minimum of Rs. 500.
Investment Strategy for SBI Equity Hybrid Fund
- SBI Equity Hybrid Fund under SBI fund house invests 67.87% in equity stocks, out of which 47.73% in large cap, 11.78% in mid cap and 7.94% in small cap stocks.
- In order to minimize the risk, SBI Equity Hybrid Mutual Fund invests 23.89% in debt securities out of which 20.2% in low-risk securities and 2.77% in government securities.
- If you want to earn a regular income, you can invest in SBI Equity Hybrid Fund regular dividend option.
- In order to earn a higher return you can opt for, SBI Equity Hybrid Fund growth option.
- SBI Equity Hybrid Fund provides long-term capital appreciation with minimized risk.
- SBI Equity Hybrid Fund investment is ideal for those who wants to earn a good amount of return with exposure to both equity and debt market.
- SBI Equity Hybrid Fund regular dividend option has a descent record of dividends on a regular basis.
- SBI Equity Hybrid Fund offers high return because of equity exposure and adjusted return because of debt exposure.
Top 5 Sectors of SBI Equity Hybrid Fund
| S.No. | Holding Name | Net Assets (in %) |
| 1 | Miscellaneous | 16.08 |
| 2 | Bank – Private | 14.29 |
| 3 | Miscellaneous | 6.47 |
| 4 | Miscellaneous | 4.99 |
| 5 | IT – Software | 4.99 |
(as on 29/03/2019)
Top 10 Holdings of SBI Equity Hybrid Fund
| S.No. | Holding Name | Net Assets (in %) |
| 1 | HDFC Bank Ltd. | 5.91 |
| 2 | TREPS | 5.63 |
| 3 | State Bank of India | 4.24 |
| 4 | Kotak Mahindra Bank Ltd. | 3.91 |
| 5 | Infosys Ltd. | 3.5 |
| 6 | Reliance Industries Ltd. | 3.09 |
| 7 | Divi’s Laboratories Ltd. | 2.79 |
| 8 | Bharti Airtel Ltd. | 2.39 |
| 9 | ITC Ltd. | 2.37 |
| 10 | Bajaj Finance Ltd. | 2.37 |
(as on 29/03/2019)
SBI Equity Hybrid Details
Launch Date- December 31, 1995
Fund Manager- Mr. R. Srinivasan, Mr. Dinesh Ahuja
Risk- Moderately High
Benchmark- CRISIL Hybrid 35+65- Aggressive Index
Return Since Launch- 16.06%
AUM- Rs. 27907.27 crore (as on 28th Feb, 2019)
Following is the performance of SBI Equity Hybrid Fund-
| 1-Year | 3-Year | 5-Year | 10-Year | |
| Fund | 9.4 | 12.38 | 15.24 | 16.68 |
| VR Balanced TRI | 14.39 | 14.29 | 12.05 | 13.76 |
| Category | 5.76 | 12.12 | 13.39 | 15.56 |
| Rank within Category | 6 | 13 | 4 | 9 |
| Number of funds in category | 33 | 29 | 24 | 21 |
| As on Mar 29, 2019 |
