FAQ

Is it good to invest in SBI Equity Hybrid Fund?

Is it good to invest in SBI Equity Hybrid Fund?

The long term performance of SBI Equity Hybrid Fund shows that asset allocation and regular rebalancing can produce superior risk adjusted returns even over long investment tenures. The 10 year CAGR of the scheme is around 16\% (as on 16th September 2021).

Is SIP return guaranteed?

Investors need to understand that SIP is one of the best ways of investing in mutual funds as it helps you average out the cost of investing in a mutual fund but it doesn’t guarantee any return. You can incur losses even if you are investing through SIP.

What is the NAV of SBI Equity Hybrid Fund regular growth?

SBI Equity Hybrid Fund-Reg(G)

Current NAV ( Rs. ) 202.17 -0.76(-0.38\%)
Category Hybrid – Aggressive Hybrid Fund
Launch date 06/01/1996
Type Open ended
52 week low / High 159.02 211.36
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How do I cancel my SBI SIP account?

How to cancel SBI Mutual Fund SIP offline? Visit the branch and fill out a form with information about your connected bank account, folio number, SIP scheme name, SIP amount, and PAN. In addition, the form will ask you for a specified date when you want to stop participating in the plan.

Is SBI Equity Hybrid Fund tax free?

Arbitrage funds are treated as equity schemes for taxation. If you sell your investments before a year, you would only pay 15\% tax. Aggressive hybrid schemes like SBI Equity Hybrid Fund invests 65-80\% of the corpus in equity.

What is the difference between hybrid and equity funds?

A hybrid fund is a type of mutual fund which invests in more than two asset classes. These asset classes can be stocks (Equity instruments), bonds (Debt instruments), gold, or even in cash. Whereas, an equity fund is a type of mutual fund that invests in equity and equity-related instruments of different companies.

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Can we cancel sip anytime?

You may cancel SIP even if you have invested through a mutual fund distributor. It helps if you inform your mutual fund agent who fills up the cancellation request for the SIP with the respective AMC.

Can we withdraw sip anytime?

An investment in an open end scheme can be redeemed at any time. Unless it is an investment in an Equity Linked Savings Scheme (ELSS), wherein there is a lock-in of 3 years from date of investment, there are no restrictions on investment redemption.

What are the charges of SBI equity hybrid fund?

Type : Open Ended Fund. You can invest any time in this fund. SBI Equity Hybrid Fund – Regular Plan – Growth charges 1.0\% of sell value; if fund sold before 365 days. There are no other charges. If sold after 1 year from purchase date, long term capital gain tax will be applicable.

When will the performance of SBI multi asset allocation fund be calculated?

Pursuant to the circular issued by SEBI on Categorization and Rationalization of the Schemes , there has been change in the fundamental attributes of SBI Multi Asset Allocation Fund (like asset allocation, benchmark and investment objectives) with effect from May 16, 2018, hence the performance of the fund is calculated from May 16, 2018.

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What are the details required in SIP?

If investor start investing in the systematic investment plan (SIP), he need to fill his SIP details such as frequency, monthly instalment amount, and date on which the SIP sum is to be invested. (Min amt Rs. ) I agree, understand, confirm and accept the terms and conditions, risks and suitability.

What is SIP mandate / nach form?

Mandate / NACH form that investors need to fill. Mandate / NACH form that investors need to fill. If investor start investing in the systematic investment plan (SIP), he need to fill his SIP details such as frequency, monthly instalment amount, and date on which the SIP sum is to be invested.