SBI Equity Hybrid Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
10.4
13.51
14.42
12.38
13.19
Benchmark
-
-
-
-
-
Hybrid: Aggressive
3.57
13.57
15.27
12.1
12.92
Yearly Performance (%)
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Fund Managers
Mr. R Srinivasan, Mr. Rajeev Radhakrishnan, Ms. Mansi Sajeja, Mr. Pradeep Kesavan,
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.
Returns Calculator for
SBI Equity Hybrid Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
Rolling returns are the annualized
returns of the scheme taken for a specified period (rolling
returns period) on every day/week/month and taken till the
last day of the duration. In this chart we are showing the
annualized returns over the rolling returns period on every
day from the start date and comparing it with the benchmark.
Rolling returns is the best measure of a fund's performance.
Trailing returns have a recency bias and point to point
returns are specific to the period in consideration. Rolling
returns, on the other hand, measures the fund's absolute and
relative performance across all timescales, without bias.
Key
Performance and Risk Statistics of
SBI Equity Hybrid Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)
Key Statistics
Volatility
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity
SBI Equity Hybrid Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)