Sbi Equity Hybrid Fund Regular Dividend

Invest in SBI Equity Hybrid Fund Regular Dividend effortlessly with a quick and easy three-step investment process, ensuring you can enjoy your returns without any hassle.

What is the performance of SBI Equity Hybrid Fund?

2. The fund has shown the following trailing returns over different time periods:

– 24.07% over the past year

– 12.7% over the past three years

– 14.49% over the past five years

– 15.56% since its launch.

Frequently Asked Questions

Hybrid funds are a type of mutual fund where the investment manager divides your money between equity and debt in a specific proportion. This proportion is determined at the time when the fund is introduced and remains unchanged throughout.

Who should invest in a Balanced/hybrid fund?

Equity hybrid funds, such as SBI Equity Hybrid Fund Regular Dividend, are well-suited for investors in India who have a medium-term investment horizon. These funds offer a balanced combination of safety, income generation, and moderate capital appreciation. They are particularly attractive to individuals seeking a diverse investment option that provides stability while also offering the potential for modest growth.

Who should consider investing in a Balanced/hybrid fund?

Equity hybrid funds, such as SBI Equity Hybrid Fund Regular Dividend, are well-suited for investors with a medium-term investment horizon. These funds offer a balanced combination of safety, income generation, and moderate capital appreciation. They are particularly suitable for individuals who seek a diversified investment option that provides stability and potential growth opportunities.

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Understanding the Lock-in Period

The lock-in period refers to the duration during which your investment in a mutual fund cannot be withdrawn. While many mutual funds do not have any lock-in period, tax-saving schemes like ELSS have a minimum lock-in period of 3 years, which is the shortest among other options eligible for tax benefits under section 80C. The lock-in period starts from the date of investment and may vary for investments made through SIPs.

Is KYC mandatory for BLACK?

Know Your Customer (KYC) is a mandatory requirement for all investment companies. When using BLACK as your investment platform, you only need to complete the KYC process once. This single KYC will be applicable for any future investments made through BLACK.

Understanding the Mandate (Auto-SIP) Concept

A Mandate is a single registration that allows your bank account to automatically deduct a set amount of money every day for investing in an SIP portfolio. Once you have registered for the Mandate, there is no need to go through the payment process each time you make an SIP investment.

Drawbacks of hybrid mutual funds

Additionally, since hybrid funds are actively managed by professional fund managers who make investment decisions based on their analysis and outlook for various asset classes including equities and debt instruments; there may be instances where their predictions do not materialize as expected. This could result in underperformance compared to other types of mutual funds or benchmarks.

The rolling returns of SBI Conservative Hybrid Fund

2. Performance: The SBI Equity Hybrid Fund Regular Dividend has shown consistent returns over various time periods. Its trailing returns are as follows: 13.81% for the past year, 10.1% for the past three years, 10.78% for the past five years, and 8.43% since its launch. In comparison, the category returns for the same durations are 12.69%, 7.83%, and 8.18%, respectively.

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3.

– Returns: The fund has delivered impressive trailing returns of 13.81% (1yr), 10.1% (3yr), and 10.78% (5yr).

– Category Comparison: In comparison to other funds in its category, it outperformed with higher returns of 12..69%,7..83%,and8..18%(1yr),(3yr),(5yr) respectively.

– Launch Performance: Since its launch, the fund has generated a return of approximately8..43%.