DINESH

SBI Equity Hybrid Fund - DIR

Hybrid
Current NAV
340.37
▼ 1.10%
Year 1 Forecast
414.99
+21.9%
Year 2 Forecast
447.34
+31.4%

Fund at a Glance

Key information and performance summary
Key Metrics
AUM (Cr.)
499,717
Holdings
107
Risk
Moderate
Funds in Category
13
Fund Return
1 Month
-3.4%
3 Month
-2.8%
1 Year
2.1%
3 Year
11.4%
Category Return
1 Month
-3.8%
3 Month
-3.5%
1 Year
-1.9%
3 Year
9.6%

NAV Performance History

Asset Allocation

Latest Portfolio
2026-10-01
Equity
74.2%
Debt
18.7%
Cash
7.1%

Top Holdings

Company Weight Industry
ICICI Bank 4.4% Banks - Large Private
Solar Industries 4.1% Aero & Defense
State Bank of India (SBI) 4.0% Banks - Large PSU
Kotak Mahindra Bank 3.3% Banks - Large Private

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