NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹270.26
0.36%
NAV as on 19 Nov 24, 12:00 AM
very high risk
aggressive allocation
hybrid (nc)
NAV as on 19 Nov 24, 12:00 AM
very high risk
aggressive allocation
hybrid (nc)
18.21%p.a.
Last 1Y
9.69%p.a.
Last 3Y
13.36%p.a.
Last 5Y
15.06%p.a.
Since Inception
About SBI Equity Hybrid Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the SBI Equity Hybrid Fund Growth scheme from SBI Funds Management Ltd. It is a Aggressive Allocation mutual fund scheme that predominantly invests in Aggressive Allocation stocks of companies. Launched on Jan 2005, SBI Equity Hybrid Fund Growth is Aggressive Allocation fund of its category with 71,585.08 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Aggressive Allocation funds.
- SBI Equity Hybrid Fund Growth delivered 18.2% annual returns during the last year. It has delivered 15.1% average annual returns since the fund was launched.
- SBI Equity Hybrid Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in hybrid (nc)
Fund Objective
To provide investors long-term capital appreciation along with the liquidity of an open-ended scheme by investing in a mix of debt and equity. However, there can be no assurance that the investment objective of the scheme will be achieved. Please check investment objective for all schemes
Top 10 Holdings
ICICI Bank Ltd
5.96%
Bharti Airtel Ltd
5.63%
HDFC Bank Ltd
4.12%
Reliance Industries Ltd
4.11%
Divi's Laboratories Ltd
4.11%
State Bank of India
3.78%
Solar Industries India Ltd
3.75%
Infosys Ltd
3.68%
InterGlobe Aviation Ltd
3.34%
Bajaj Finance Ltd
2.98%
Fund Managers
- R. Srinivasan (Jan 2012 - Present)
- Rajeev Radhakrishnan (Dec 2023 - Present)
- Mansi Sajeja (Dec 2023 - Present)
- Pradeep Kesavan (Dec 2023 - Present)
Key Information
View Scheme Document
SBI Equity Hybrid Fund Growth SIP Calculator
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NRI Mutual Fund Tax on SBI Equity Hybrid Fund Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in SBI Equity Hybrid Fund Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in SBI Equity Hybrid Fund Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
Similar Funds
Funds
3Y Return
ICICI Prudential Equity & Debt Fund Growth
very high risk | equity
17.9%
HDFC Hybrid Equity Fund Growth
very high risk | hybrid (nc)
11.8%
Canara Robeco Equity Hybrid Fund Growth
very high risk | hybrid (nc)
11.3%
Frequently Asked Questions
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