The SBI Equity Hybrid Fund, identified by the code mutf_in: sbi_equi_hybr_vuwazq, is a prominent aggressive hybrid mutual fund in India. Managed by SBI Mutual Fund, it aims to provide long-term capital appreciation by investing in a mix of equities and debt instruments.
mutf_in: sbi_equi_hybr_vuwazq Fund Snapshot
| Attribute | Details |
|---|---|
| Fund Name | SBI Equity Hybrid Fund |
| Fund Code | mutf_in: sbi_equi_hybr_vuwazq |
| Fund Type | Aggressive Hybrid |
| Launch Date | January 19, 2005 |
| NAV (Mar 26, 2025) | â‚ą308.34 |
| Assets Under Management (AUM) | â‚ą68,440 Crores (as of Feb 28, 2025) |
| Expense Ratio | 0.81% (Direct Plan) |
| Benchmark | CRISIL Hybrid 35+65 Aggressive Index |
| Risk Level | Very High |
| Exit Load | 1% if redeemed within 365 days for units exceeding 10% of investment |
mutf_in: sbi_equi_hybr_vuwazq Performance Overview
The fund has demonstrated consistent performance over various time horizons:
| Period | Fund Returns | Category Average |
|---|---|---|
| 1 Year | 12.33% | 9.89% |
| 3 Years | 12.24% | 14.31% |
| 5 Years | 19.55% | 22.51% |
| 10 Years | 12.54% | 12.20% |
| Since Inception | 14.8% p.a. | – |
Note: Returns are as of March 27, 2025.
mutf_in: sbi_equi_hybr_vuwazq Asset Allocation
As of February 28, 2025, the fund’s asset distribution is as follows:
| Asset Class | Allocation |
|---|---|
| Equity | 68.02% |
| Debt | 25.45% |
| Others (Cash & Equivalents, REITs, InvITs) | 6.53% |
Note: The fund maintains a diversified portfolio across large-cap, mid-cap, and small-cap stocks.
mutf_in: sbi_equi_hybr_vuwazq Top Equity Holdings
| Company | Sector | Allocation (%) |
|---|---|---|
| HDFC Bank Ltd. | Financial | 4.3% |
| ICICI Bank Ltd. | Financial | 4.05% |
| Bharti Airtel Ltd. | Communication | 3.9% |
| Infosys Ltd. | Technology | 3.7% |
| Divi’s Laboratories Ltd. | Pharmaceuticals | 3.7% |
Note: The fund’s equity portfolio is diversified across various sectors, with a significant allocation to financial services.
mutf_in: sbi_equi_hybr_vuwazq Debt Portfolio Highlights
The fund’s debt investments focus on high-quality instruments:
| Instrument | Allocation (%) |
|---|---|
| Government Securities (GOI) | 10.77% |
| Debentures | 8.13% |
| Bonds | 2.13% |
| Others (REITs, InvITs, etc.) | 6.53% |
Note: The debt portfolio includes a mix of government and corporate securities, aiming for stable returns.
Also Read : mutf_in: sbi_cont_dir_1ru9enp
đź“Ś Key Features
- Investment Objective: To provide long-term capital appreciation along with the liquidity of an open-ended scheme by investing in a mix of debt and equity.
- Minimum Investment: â‚ą1,000 (Lump sum), â‚ą500 (SIP)
- Lock-in Period: None
- Taxation:
- Short-Term Capital Gains (STCG): 20% if redeemed before 1 year.
- Long-Term Capital Gains (LTCG): 12.5% on returns exceeding â‚ą1.25 lakh in a financial year.
âť“ Frequently Asked Questions (FAQs)
What is the current NAV of mutf_in: sbi_equi_hybr_vuwazq?
As of March 26, 2025, the Net Asset Value (NAV) of the SBI Equity Hybrid Fund (Direct Plan – Growth) is ₹308.34.
What is the asset allocation strategy of mutf_in: sbi_equi_hybr_vuwazq?
The fund allocates approximately 68.02% to equities, 25.45% to debt instruments, and 6.53% to other assets like cash equivalents, REITs, and InvITs.
Is there an exit load for mutf_in: sbi_equi_hybr_vuwazq?
Yes, an exit load of 1% is applicable if more than 10% of the investment is redeemed within 365 days.
Who should invest in mutf_in: sbi_equi_hybr_vuwazq?
This fund is suitable for investors seeking a balanced exposure to equity and debt with a long-term investment horizon (3–5+ years) and the ability to tolerate high risk.
How has mutf_in: sbi_equi_hybr_vuwazq performed compared to its benchmark?
The fund has outperformed its benchmark, CRISIL Hybrid 35+65 Aggressive Index, over several timeframes. Its long-term track record reflects consistent alpha generation through skilled fund management.
What is the SIP option in mutf_in: sbi_equi_hybr_vuwazq?
You can start a Systematic Investment Plan (SIP) in this fund with as little as â‚ą500 per month, making it accessible for retail investors aiming for disciplined long-term wealth creation.
Can NRIs invest in mutf_in: sbi_equi_hybr_vuwazq?
Yes, most NRI investors can invest in this fund, except those based in certain restricted countries (e.g., USA or Canada), due to regulatory constraints. Verification through the fund house is recommended.
Is mutf_in: sbi_equi_hybr_vuwazq actively managed?
Yes, it is actively managed. Fund managers continuously review and rebalance allocations between equity and debt based on market dynamics and macroeconomic outlooks.
For more detailed information and updates, investors are advised to refer to the official SBI Mutual Fund website or consult with a financial advisor.
