Sbi Equity Hybrid Fund Regular Growth Calculator

Category: Hybrid: Aggressive

Launch Date: 01-12-1995

Asset Class: Mixed Asset

Benchmark: CRISIL Hybrid 35+65 Aggressive TRI

Expense Ratio: 1.42% As of (31-01-2024)

Status: Currently open for investment on an ongoing basis.

Minimum Investment: The minimum amount required to invest is 1000.0 INR.

Minimum Top-up: Additional investments of at least 1000.0 INR can be made.

Total Assets: As of January 31, 2024, the fund has accumulated assets worth 65,010.1 crore INR.

SBI Equity Hybrid Fund Regular Growth Performance Calculator

– Scheme Performance

– Annual Performance

– Movement of Net Asset Value (NAV)

1. SBI Equity Hybrid Fund – Regular Plan – Growth has shown a 23.78% return in the past year, with returns of 12.55%, 14.19%, and 14.65% over three, five, and ten years respectively since its launch.

3. In the category of aggressive hybrid funds, SBI Equity Hybrid Fund has achieved a return of 29.37% in one year, with returns of 15.83%, 15.3%, and 14.21% over three, five, and ten years respectively since its launch.

Fund Managers

Rama Iyer Srinivasan, Rajeev Radhakrishnan, Mansi Sajeja, and Pradeep Kesavan are individuals associated with the SBI Equity Hybrid Fund Regular Growth Calculator.

Investment Objective

Formerly known as Magnum open-end, the fund aims to achieve growth in capital by investing in a well-balanced combination of equity and debt securities.

RETURNS CALCULATOR for

SBI Equity Hybrid Fund – Regular Growth Calculator is a tool that helps investors calculate the potential growth of their investments in this particular mutual fund. It provides an estimate of the returns one can expect from investing in SBI Equity Hybrid Fund – Regular Plan, which is designed to offer a balance between equity and debt instruments. By using this calculator, investors can make informed decisions about their investment choices and plan for their financial goals accordingly.

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– SIP Performance

– Lumpsum Performance

– Rolling Returns

What is the return of SBI mutual fund for 3 years?

The fund performance of SBI Equity Hybrid Fund Regular Growth has been quite good in the past 3 years and 5 years. The annualized returns, which means the average yearly returns, have been around 27.52% for the past 3 years and 23.18% for the past 5 years. This indicates that investing in this fund has provided a decent return on investment over these time periods.

SBI Long Term Equity Fund is a type of mutual fund offered by SBI Mutual Funds under their Equity category. This means that the majority of investments made through this fund are in stocks or equity-related instruments. Investing in equity can be more volatile compared to other types of investments, but it also has the potential for higher returns over the long term.

To invest in SBI Long Term Equity Fund, there are certain minimum investment amounts required. For lump sum investments, which means investing a one-time amount, the minimum amount needed is ₹500. For Systematic Investment Plans (SIP), where investors regularly contribute smaller amounts at fixed intervals, such as monthly or quarterly, the minimum investment amount is also ₹500.

Overall, SBI Equity Hybrid Fund Regular Growth has shown good performance in terms of returns over recent years and falls under an equity-based category offered by SBI Mutual Funds with reasonable minimum investment requirements for both lump sum and SIP investments.

SIP Growth Calculator for 10000 INR

The returns mentioned are the annualized returns of the scheme, calculated over a specific period of time.

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During each specified period (known as the rolling returns period), calculations are made on a regular basis.

The duration can be measured in terms of days, weeks, or months and is calculated up until the final day.

In this chart, we are presenting the annualized returns for each year.

The rolling returns period is calculated daily from the initial date.

When evaluating the performance of the SBI Equity Hybrid Fund Regular Growth, it is important to compare it with the benchmark. The most effective way to do this is by analyzing rolling returns.

The performance of a fund can be assessed using trailing returns. These returns provide a measure of how well the fund has performed over a specific period of time.

Recency bias and the evaluation of returns based on specific time periods are relevant to this topic.

During the specified time frame, rolling returns come into play. In contrast, the period under consideration is relevant for other purposes.

measures the fund’s absolute and relative performance across

NAV of equity hybrid fund regular growth: What is it?

SBI Equity Hybrid Fund Regular Growth – Regular – Latest Net Asset Value (NAV) is ₹247.361. The fund has shown positive returns and good performance over time. It also has a diversified portfolio that includes various investment options. Additionally, the fund is expected to deliver favorable returns in 2024.

– Name: SBI Equity Hybrid Fund

– Type: Regular Growth

– Latest NAV: ₹247.361

– Returns: Positive

– Performance: Good

– Portfolio: Diversified with different investment options

– Expected Returns for 2024: Favorable

Key Performance and

Risk Statistics of SBI EQUITY HYBRID FUND – REGULAR PLAN – Growth can be summarized as follows: the fund carries a certain level of risk, which is important for investors to consider. By analyzing the risk statistics, investors can gain insights into the potential risks associated with investing in this particular fund.

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Here are the key statistics for SBI Equity Hybrid Fund – Regular Growth:

– Volatility: 9.27

– Sharpe Ratio: 1.01

– Alpha: 1.16

– Beta: 0.75

– Yield to Maturity: 7.63%

– Average Maturity: 11.2 years

The fund falls under the hybrid category, specifically aggressive hybrid funds, but no specific data is available for this category at the moment.

Is SBI Equity Hybrid Fund eligible for 80C?

Investing in ELSS, which falls under Section 80C of the Income Tax Act, 1961, can help you save up to ₹ 1.5 lakhs annually on taxes. However, if you choose to invest more than ₹ 1.5 lakhs, you will not be eligible for additional tax benefits according to the provisions of Section 80C.

– By investing in ELSS under Section 80C, you can save up to ₹ 1.5 lakhs per year on taxes.

– Investing more than ₹ 1.5 lakhs does not provide any extra tax benefits under Section 80C.

PEER COMPARISION of

SBI Equity Hybrid Fund – Regular Growth is a mutual fund scheme offered by SBI Mutual Funds. It aims to provide growth opportunities for investors through a combination of equity and debt investments. This plan allows investors to earn returns based on the performance of the underlying assets in the portfolio.

Redeeming SBI Equity Hybrid Fund: A Step-by-Step Guide

To redeem your Mutual Fund, follow these steps:

2. Log in using either your Folio Number or PAN.

3. Choose the Scheme you wish to redeem from.

4. Specify the number of units or amount you want to redeem.

5. Confirm your transaction.

Remember, this process can be done online and does not require any physical paperwork.

PORTFOLIO ANALYSIS