Investment Objective
SBI Equity Hybrid Fund aims to provide investors long-term capital growth and liquidity of an open-ended scheme by investing in a diversified portfolio of equity and debt. The fund invests in the equities of high-growth companies and balances risk by allocating a portion of the portfolio to fixed income instruments.
Investment Strategies
- SBI Equity Hybrid Fund invests in a diversified portfolio of stocks having high-growth potential and seeks to balance the risk by investing in fixed income securities.
- The scheme may follow derivatives for hedging and/or for non-hedging purposes in line with its investment strategy and objective.
Who Should Invest
- Investors seking long term capital appreciation from equity investments at lower risk.
- Those seeking to invest primarily in equity and equity-related instruments with significant allocation to debt and money market instruments for portfolio stability.
- Those seeking to implement their asset allocation strategy.