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SBI Aggresive Hybrid Fund - Regular Plan - Growth
Category: Hybrid: Aggressive
Launch Date: 01-12-1995
AUM:
₹ 85,921.98 Cr
Expense Ratio
1.4%
Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
ISIN
INF200K01107
Minimum Investment
1000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Mr. R. Srinivasan - Equity, Mr. Rajeev Radhakrishnan - Debt
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| SBI Aggresive Hybrid Fund - Regular Plan - Growth | 3.8 | 12.7 | 9.26 |
| Benchmark | - | - | - |
Asset Allocation
Equity
Debt
Others
Overview
NAV
322.7319
Last change
-1.43 (-0.4421%)
Fund Size (AUM)
₹ 85,921.98 Cr
Performance
13.71% (Inception)
Investment Objective
To provide investors long term capital appreciation along with the liquidity of an open-ended scheme by investing in a mix of debt and equity. The scheme will invest in a diversified portfolio of equities of high growth companies and balance the risk through investing the rest in fixed income securities.
Fund Manager
Mr. R. Srinivasan - Equity, Mr. Rajeev Radhakrishnan - Debt
Riskometer
Very High
Overview
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| TREPS | 5.05 |
| ICICI BANK LIMITED EQ NEW FV RS. 2/- | 4.14 |
| SOLAR INDUSTRIES INDIA LIMITED EQ NEW FV RS. 2/- | 4.06 |
| STATE BANK OF INDIA EQ NEW RE. 1/- | 3.67 |
| Kotak Mahindra Bank Limited | 3.39 |
| Adani Power Limited | 3.08 |
| ADANI TRANSMISSION LIMITED EQ | 2.9 |
| Bajaj Finance Limited | 2.56 |
| ADANI ENTERPRISES LIMITED EQ NEW FV RE.1/- | 2.51 |
| MRF LIMITED EQ | 2.47 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 21.09 |
| Power | 7.42 |
| Consumer Services | 5.99 |
| Information Technology | 5.0 |
| Healthcare | 4.26 |
| Chemicals | 4.06 |
| Metals & Mining | 3.43 |
| Automobile and Auto Components | 2.94 |
| Oil, Gas & Consumable Fuels | 2.73 |
| Consumer Durables | 2.36 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| SBI Aggresive Hybrid Fund Reg Gr | 9.26 |