Sbi Equity Hybrid Fund

Review Date: 11-04-2025

Beginning of Analysis

Sbi Equity Hybrid Fund is the 5th ranked fund in the Aggressive Hybrid Fund category. The category has total 28 funds. The 5 star rating shows an excellent past performance of the Sbi Equity Hybrid Fund in Aggressive Hybrid Fund. The fund has a Jensen Alpha of 0.61% which is lower than the category average of 0.84%, showing poor performance. The fund has a Sharpe Ratio of 0.42 which is lower than the category average of 0.47.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Aggressive Hybrid Mutual Funds

Sbi Equity Hybrid Fund Return Analysis

• The fund has given a return of 2.61%, 3.2 and -2.17 in last one, three and six months respectively. In the same period the category average return was 2.27%, -1.16% and -7.33% respectively.
• Sbi Equity Hybrid Fund has given a return of 8.55% in last one year. In the same period the Aggressive Hybrid Fund category average return was 4.91%.
• The fund has given a return of 10.93% in last three years and ranked 21.0st out of 28 funds in the category. In the same period the Aggressive Hybrid Fund category average return was 12.54%.
• The fund has given a return of 18.49% in last five years and ranked 19th out of 25 funds in the category. In the same period the Aggressive Hybrid Fund category average return was 21.24%.
• The fund has given a return of 11.82% in last ten years and ranked 10th out of 16 funds in the category. In the same period the category average return was 11.62%.
• The fund has given a SIP return of -12.56% in last one year whereas category average SIP return is -19.09%. The fund one year return rank in the category is 2nd in 28 funds
• The fund has SIP return of 11.52% in last three years and ranks 12th in 28 funds. JM Aggressive Hybrid Fund has given the highest SIP return (17.32%) in the category in last three years.
• The fund has SIP return of 13.38% in last five years whereas category average SIP return is 14.7%.

Sbi Equity Hybrid Fund Risk Analysis

• The fund has a standard deviation of 9.86 and semi deviation of 6.93. The category average standard deviation is 11.13 and semi deviation is 7.95.
• The fund has a Value at Risk (VaR) of -13.14 and a maximum drawdown of -8.44. The category average VaR is -13.66 and the maximum drawdown is -12.84. The fund has a beta of 1.03 which shows that fund is more volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.

Very Good Performance in Aggressive Hybrid Fund Category

Good Performance in Aggressive Hybrid Fund Category

Poor Performance in Aggressive Hybrid Fund Category

Very Poor Performance in Aggressive Hybrid Fund Category