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tsetan Dolkar made post

is Sbi Equity hybrid fund regular is beneficial?

Answer
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Sakshi Malhotra answered.
9 months ago


It is an equity-oriented hybrid fund that invests at least 65% of the corpus in equity and equity-related instruments and the rest in debt and money market instruments. At any point in time the fund allocates 20%-35% of the total corpus in debt and money market securities. The key objective of such funds is to generate risk-adjusted long term capital gains by changing asset allocation between equity and debt securities. Investors with moderately high-risk appetite and at least 3 years of investment horizon can invest in this scheme.

Returns
Scheme NameCorpus (₹ Cr.)1Y3Y5Y
SBI Equity Hybrid Fund (G)30,90616.212.110.3