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.
Frequently Asked Questions
What is the risk level of SBI Equity Hybrid Fund?
As per the fund factsheet published by the fund house, SBI Equity Hybrid Fund is considered to carry ‘Very High Risk’ for its investors.
Is there any lock-in period in SBI Equity Hybrid Fund?
SBI Equity Hybrid Fund has no lock-in period for its investors. Thus, the investors of SBI Equity Hybrid Fund are free to make redemption requests on any date as per their requirements.
What type of mutual fund is the SBI Equity Hybrid Fund?
The SBI Equity Hybrid Fund is an open-ended hybrid mutual fund scheme belonging to the aggressive hybrid fund category.
Is SBI Equity Hybrid Fund an open-ended or close-ended scheme?
The SBI Equity Hybrid Fund is an open-ended hybrid mutual fund scheme.
What is the benchmark index for SBI Equity Hybrid Fund?
CRISIL Hybrid 35+65 – Aggressive Index is the benchmark index for the SBI Equity Hybrid Fund. The fund also has BSE Sensex TRI as its additional benchmark index.