SBI Equity Fund
- 6 Months
- 1 Year
- 2 Year
- 3 Year
- 5 Year
- 7 Year
- 10 Year
- Returns Since Inception
- 6 M
- 1 Y
- 3 Y
- 5 Y
- 7 Y
- 10 Y
SBI Equity Fund is a large cap fund. The fund was launched on 10 January, 2005 and has been in operation for 18 years and 7 months. The assets under management (AUM) of SBI Equity fund are ₹52,003.12 Cr as of 31st July 2023 and the current NAV is ₹155.85.
Currently, the fund has minimum 80.00% of its assets allocated to equity and maximum 20.00% to debt, striking a balance between risk and stability.
Over the past 1 year, SBI Equity Fund has achieved a return of 15.45%.
Highlights of the SBI Equity Fund:
- Since its inception, it has delivered an average annual return of 15.94%, which is a testament to the fund's ability to generate consistent returns over the long term.
- The equity portion is primarily focused on sectors such as Financial & insurance Activities
Computer Program, Consult & Related Activities, Coke & Refined Petroleum Products, Chemicals & Chemical Products.
- The top 5 holdings of the fund include prominent names like HDFC Bank Ltd., ICICI Bank Ltd., Reliance Industries Ltd., Infosys Limited, ITC Ltd.
- It is suitable for investors seeking a medium-risk profile.
- One Time
Invest For (in Years)
Stay invested for (in Years)
Expected rate of return (in %)
The current cost of a single unit of a fund, determined by dividing the total value of the fund's assets by the number of units currently in circulation.
AUM represents the total value of investments, including money and other assets, overseen by a financial firm or fund manager on behalf of clients. It reflects both the funds managed and the decision-making authority of the company.
An expert responsible for making investment choices and supervising a portfolio of assets within a fund.
SIP involves regularly investing fixed amounts at specified intervals to gradually build wealth over time. (A helpful tool called SIP Calculator can assist in estimating potential earnings.)
An investment category that signifies ownership in a company. Purchasing shares or stocks grants partial ownership. If the company succeeds and profits rise, the value of your shares can increase, providing opportunities for profit.
Debt arises when an entity, like a government, borrows money and commits to paying back the borrowed amount with interest over a certain period.
RSI is a tool used to gauge the speed of price changes. It aids in identifying market conditions that are excessively bought or oversold.
A fund that invests in debt instruments, such as bonds and money market securities.
In the Indian stock market, large cap companies hold significant market share values. They typically rank among the top 100 listed firms, showcasing their strong financial position.
Mid cap firms fall between large cap and small cap enterprises in terms of market capitalization. This indicates a moderate overall share value and a balance between growth potential and presence on the Indian stock exchange.
Small cap companies have relatively lower total share values and often rank beyond the top 250 listed companies. They represent emerging or specialized players in the Indian stock market, offering higher growth prospects along with associated risks.
Investment funds that focus on short-term debt securities, designed to provide stability and easy access to funds for investors.
Asset allocation involves distributing investments into different categories like funds, shares, and bonds to manage risk and enhance financial goals.
A type of fund that invests in short-term debt instruments, such as treasury bills and commercial paper. These funds are considered low-risk investments.
Business-owned assets that cannot be quickly converted into cash within a short period (one year). Non-current assets typically include long-term investments like bonds and stocks, tangible assets such as property, and intangible assets like patents and copyrights.
Indicates a moderate level of risk associated with the fund's investments, suggesting a balance between potential returns and potential losses.
1 year: 15.45%
3 year: 20.07%
Since Inception: 15.94%
This fund primarily emphasizes equities, with a balanced allocation of minimum 80% in equities and maximum 20% in debt. Over the last year, it achieved a commendable return of 15.45%. Since inception, it has maintained an impressive average annual return of 15.94%. The fund's track record underscores its ability to consistently generate returns over the long term. The SBI Equity Hybrid Fund is an aggressive hybrid fund that has debt exposure, which is suitable for aggressive investors
*The Returns in ULIP plans are subject to market risk and are not guaranteed. The investment risk in the policy is borne by the policyholder. The actual returns can vary depending on the performance of the chosen fund, charges towards mortality, allocation, policy admin, cost of riders, etc. The 4% and 8% illustration is neither the minimum or maximum limit that you may get as a policyholder.
*The maturity amount of Rs 1 Cr. is for a 30 year old healthy individual investing Rs 10,000/- per month for 30 years, with assumed rates of returns @ 8% p.a. that is not guaranteed and is not the upper or lower limits as the value of your policy depends on a number of factors including future investment performance. The investment risk in the portfolio is borne by the policyholder. Life insurance is available in this product. For more details on risk factors, terms and conditions, please read the sales brochure carefully before concluding a sale.
*The maturity amount of Rs 50 Lakhs. is for a 30 year old healthy individual investing Rs 10,000/- per month for 30 years, with assumed rates of returns @ 4% p.a. that is not guaranteed and is not the upper or lower limits as the value of your policy depends on a number of factors including future investment performance. The investment risk in the portfolio is borne by the policyholder. Life insurance is available in this product.
~Source -: Google Review Rating available on: http://bit.ly/3J20bXZSTANDARD
All Data Source - Value Research
TERMS AND CONDITIONS APPLY.For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.
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