SBI Mutual Fund
SBI EQUITY HYBRID
5.9Q2★
- NAV
- ₹335
- Expense
- —
- AUM
- ₹76.3 K Cr
- 1Y
- +6.8%
- 3Y
- +15.7%
- 5Y
- +13.3%
#2 of 7
Min SIP: ₹500Ideal: 5+ years
Franklin Templeton Mutual Fund
Franklin U.S. Opportunities Equity Active Fund of Funds - Direct - Growth
3Y returns
26.8%
past performance*
5Y returns
11.1%
past performance*
0.60%Expense ratio
₹4.5K CrFund size
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*Past performance does not guarantee future returns. Returns are historical and subject to market risk.
NAV₹100.36
1D—
Expense0.6%
AUM₹4.5K Cr
Min SIP₹100
Min Lumpsum₹5,000
Trailing returns (CAGR)
| 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| +2.55% | +11.68% | +6.85% | +8.71% | +36.32% | +26.76% | +11.12% | +17.21% |
🎯 OnePaisa Verdict
7.9/ 10
GoodBreakdown
- Returns10/10
- Consistency6/10
- Risk8/10
- Cost7/10
- Size7/10
- Top quartile performer — ranked #1 of 7 in category
- Strong risk-adjusted returns — Sharpe ratio 1.72
- Beats category average by 28.2% (1Y)
💡 Ratings are not guarantees. Past performance does not predict future results.
SIP Returns
Simulated ₹10,000/month systematic investment plan, computed from NAV history.
1 Year SIP
+28.83%
₹1.40 L value on ₹1.20 L invested
3 Year SIP
—
Not enough NAV history yet.
5 Year SIP
—
Not enough NAV history yet.
vs Category (Other Equity)
This fund (1Y)
+36.32%
Rank #1 of 7
Category average (1Y)
+8.12%
Quartile Q1 ★ Top 25%
Beats 86% of other equity funds on 1Y return.
Risk Analysis
- Std Deviation (1Y)17.33%Moderate
- Max Drawdown (1Y)-10.03%Moderate
- Sharpe Ratio (1Y)1.72Good
- Sortino Ratio (1Y)1.67Good
💡 Higher Sharpe = better risk-adjusted returns. Above 1.0 is good, above 2.0 is excellent. Drawdown is the worst peak-to-trough decline.
Calendar Year Returns
+24.15%
2025
+8.67%
2026
💰 What This Fund Costs You
Expense ratio: 0.60%
That is ₹600 per year on every ₹1 lakh invested.
10-year impact on ₹1 lakh (assuming 12% gross return)
Without this expense, ₹1 lakh would have grown to ₹3.11 L.
💡 Index funds typically charge 0.10-0.20%. Compare with index funds →
🎯 Is This Fund Right For You?
- Ideal horizon
- 5+ years
- Minimum: 3 years
- Risk profile
- Moderately High
- SIP recommended
- ✅ Yes
- Monthly
Fund manager allocates across market caps — flexibility depends on manager skill.
Suitable goals
- Core portfolio holding
- Wealth creation
- Retirement planning
Suitable for
- Investors who trust fund-manager discretion
- Those wanting a single diversified equity fund
- SIP investors
Not suitable for
- Those wanting specific market-cap exposure
- Short-term investors
🧾 Taxation
This is an Equity Fund.
- Short-term (Less than 1 year)
- 20%
- Long-term (1 year or more)
- 12.5%
- LTCG exemption
- ₹1.25 lakh per financial year
- TDS
- No TDS for resident Indians
💡 Worked example
Invest ₹1,00,000 and gain ₹25,000 over 2 years:
- Tax type: LTCG (12.5% LTCG)
- Taxable gain: ₹0
- Tax owed: ₹0 (within exemption)
- You keep: ₹1,25,000
Applies to all equity funds — large cap, mid cap, small cap, flexi cap, ELSS, index, sectoral — and equity-oriented hybrids with >65% equity.
🚨 Things to Watch
No red flags detected
This fund scores reasonably across returns, risk, and costs. Always cross-check with your own goals before investing.
📊 SIP Calculator — Franklin U.S. Opportunities Equity Active Fund of Funds - Direct
Estimated corpus
₹4.03 L
- Total invested
- ₹3.00 L
- Estimated gain
- ₹1.03 L (+34%)
▮ Invested▮ Gains
How it stacks up vs alternatives
- Fixed Deposit (7%)₹3.60 L
- Category average (15.9%)₹4.60 L
- This fund (11.12%)₹4.03 L
⚠️ Projection based on past CAGR. Actual returns may vary. Markets are subject to risk; past performance is not a guarantee of future results.
▶Show Advanced Analysis
📈 Risk vs Return
Return 36.3% · Risk (std dev) 17.3%
SweetGrowthSlowAvoidLow riskHigh risk
Sweet spot
High return for the risk taken — well-managed risk-reward.
Sharpe ratio of 1.72 confirms good risk-adjusted returns.
🛡️ Downside Protection
If the broader market falls 20%, this fund is expected to fall about 13.4%.
Based on 1Y max drawdown of -10.0% versus a typical market correction of ~-15%. Historical fall ratio ≈ 0.67× market. Above-average protection.
⚠️ Estimate, not a guarantee. Actual market falls vary.
💸 Expense Impact (₹10K/month for 20 years at 12% gross)
- This fund — Direct (0.60%)₹92.15 L
- Index fund (0.10%)₹98.57 L
- Regular plan (~1.50%)₹81.76 L
Choosing this Direct plan over a Regular plan saves about ₹10.39 L. Index fund would still beat it by ₹6.42 L thanks to its lower expense ratio.
Fund information
- Scheme category
- Other Scheme - FoF Overseas
- Inception
- 2013-01-02
- Lock-in
- None
- Exit load
- 0 - 1 Years : 1.0 %
- Plan
- Direct
- Option
- Growth
Data freshness
- NAV as of: 2026-10-22
- Metrics calculated: 2026-10-23
- Source: mfapi.in, AMFI India
NAV trend
See how a SIP grows in this fund
Use the SIP Calculator with this fund's historical CAGR to project a monthly investment.
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