DINESH

SBI Equity Hybrid Fund - REG

Hybrid
Current NAV
319.65
▼ 0.08%
Year 1 Forecast
368.20
+15.2%
Year 2 Forecast
397.36
+24.3%

Fund at a Glance

Key information and performance summary
Key Metrics
AUM (Cr.)
7,429,331
Holdings
110
Risk
Moderate
Funds in Category
13
Fund Return
1 Month
1.2%
3 Month
5.0%
1 Year
7.2%
3 Year
13.2%
Category Return
1 Month
1.0%
3 Month
4.1%
1 Year
4.3%
3 Year
12.3%

NAV Performance History

Asset Allocation

Latest Portfolio
2026-08-13
Equity
74.6%
Debt
22.7%
Cash
2.7%

Top Holdings

Company Weight Industry
ICICI Bank 4.3% Banks - Large Private
State Bank of India (SBI) 4.0% Banks - Large PSU
Solar Industries 3.9% Aero & Defense
Adani Energy Solutions 3.5% Power Utilities & Transmission

Fund Narrative

AI-powered fund insights and portfolio commentary will be available here

Investment Thesis

This section will eventually be generated by the Vista Narrative Engine and will summarize the investment philosophy of the fund, portfolio positioning, key strengths, potential risks, and the suitability of the fund for different investor profiles.

🚀 Coming Soon