InvestorQ : Are SBI hybrid mutual funds the best?
Moii Chavate made post

Are SBI hybrid mutual funds the best?

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Anu Biswas answered.
3 years ago
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SBI Equity Hybrid Fund is an aggressive-hybrid category fund with AUM of Rs 30,551cr. Such a category invests at least 65% in equities and rests in debt and money market instruments. As on Sep 30, 2019, SBI Equity Hybrid Fund had invested 72.4% in equities and 24.9% in debt instruments. Within the equities, the fund had invested around 49% in large-cap stocks followed by mid-cap (9.7%) and small-cap stocks (5.9%). It follows a multi-cap approach in constituting the portfolio.

The fund has generated consistent returns over a period of time and has been resilient during the recent turbulence in the markets. Thus large corpus, the balanced allocation between equity and debt, multi-cap approach for equity allocation and consistent performance over the period of time makes it a recommended mutual fund scheme. However, Mirae Asset Hybrid Equity Fund and ICICI Pru Equity & Debt Fund are our top picks in this category.

Scheme Name

AUM (Rs. Cr)

1Y

3Y

5Y

SBI Equity Hybrid Fund(G)

30,551

16.0

9.9

11.4

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