SBI Mutual Fund
SBI EQUITY HYBRID5.9Q2★
- NAV
- ₹341.55
- Expense
- —
- AUM
- ₹7629179.5 L Cr
- 1Y
- +6.8%
- 3Y
- +15.7%
- 5Y
- +13.3%
#2 of 7
Min SIP: ₹500Ideal: 5+ years
Franklin Templeton Mutual Fund
| 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| +2.55% | +11.68% | +6.85% | +8.71% | +36.32% | +26.76% | +11.12% | +17.21% |
Breakdown
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.
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.
💡 Higher Sharpe = better risk-adjusted returns. Above 1.0 is good, above 2.0 is excellent. Drawdown is the worst peak-to-trough decline.
No red flags detected
This fund scores reasonably across returns, risk, and costs. Always cross-check with your own goals before investing.
Estimated corpus
₹4.03 L
How it stacks up vs alternatives
⚠️ Projection based on past CAGR. Actual returns may vary. Markets are subject to risk; past performance is not a guarantee of future results.
Return 36.3% · Risk (std dev) 17.3%
Sweet spot
High return for the risk taken — well-managed risk-reward.
Sharpe ratio of 1.72 confirms good risk-adjusted returns.
Use the SIP Calculator with this fund's historical CAGR to project a monthly investment.
SBI Mutual Fund
SBI EQUITY HYBRIDICICI Prudential Mutual Fund
ICICI Prudential Equity & Debt💡 Ratings are not guarantees. Past performance does not predict future results.
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 →
Portfolio holdings updated monthly
AMFI publishes scheme portfolios monthly. Check back after the next disclosure cycle for top holdings and sector allocation.
Fund manager allocates across market caps — flexibility depends on manager skill.
This is an Equity Fund.
💡 Worked example
Invest ₹1,00,000 and gain ₹25,000 over 2 years:
Applies to all equity funds — large cap, mid cap, small cap, flexi cap, ELSS, index, sectoral — and equity-oriented hybrids with >65% equity.
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.
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.
Canara Robeco Mutual Fund
CANARA ROBECO EQUITY HYBRID FUND OPTIONHDFC Mutual Fund
HDFC Equity Savings Fund Option