SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth
SBI Mutual Fund Hybrid Aggressive Hybrid Fund
Expense Ratio
0.72%
AUM
₹4445.89 Cr
Plan Type
Direct
Market Cap
NA
Risk Level
High
Performance Analysis
NAV trends and returns overview
Returns Performance
Compound Annual Growth Rate (CAGR) across different periods
1 Month
-36.45%
Poor
6 Months
+0.91%
Poor
1 Year
+10.75%
Average
3 Years
+14.27%
Average
5 Years
+13.27%
Average
AUM Growth Analysis
Assets under management trends and growth patterns
Quarterly AUM Trend
Last 20 quarters
AUM Metrics
Key indicators
Current AUM
₹4445.89 Cr
Recent Trend
Growing
Stability Score
9.4
Growth Assessment
Good Growth
Growth Performance
Historical returns
1Y
Annual Growth
+18.69%
3Y
3Y CAGR
+39.48%
5Y
5Y CAGR
+177.35%
Growth Assessment: Good Growth
• Steady growth in investor base
• Low liquidity risk with stable flows
Risk Analysis
Volatility metrics and risk assessment indicators
Risk level: Low - Stable investment with occasional price movements
Volatility
9.60%
Annualized standard deviation
Sharpe Ratio
1.090
Good - Risk-adjusted return
Max Drawdown
-12.70%
Moderate - Worst decline
Consistency
69.8%
Performance consistency
Volatility Breakdown
Daily Volatility
0.60%
Average daily price movement
Annualized Volatility
9.60%
Expected annual price range
Risk Assessment Guide
• Volatility: Higher volatility means greater price fluctuations and investment risk
• Sharpe Ratio: Higher values indicate better risk-adjusted returns (>1.0 is good)
• Max Drawdown: Shows the largest peak-to-trough decline in value
• Consistency: Higher percentages indicate more predictable performance