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SBI Equity Hybrid: A consistent performer - The Hindu BusinessLine


Maulik Madhu
BL Research Bureau |
Updated on
February 06, 2021
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The fund has outperformed most of its peers over 3- and 5-year periods on rolling-return basis
Hybrid mutual fund schemes invest in a mix of equity and debt. Within this category, funds that invest their corpus aggressively in equity 65-80 per cent in equity and the rest 20-35 per cent in debt are categorised as aggressive hybrid funds
Among the top performers in the category is SBI Equity Hybrid Fund, a scheme that you can consider investing in. It is rated five-star in
BusinessLine Portfolio Star Track MF Ratings.
SBI Equity Hybrid (earlier called SBI Magnum Balanced), the largest in the category, has outperformed many of its peers. A significant presence of large-caps (along with mid-caps, to an extent) in its equity portfolio, coupled with a large proportion of high-rated papers in its debt portfolio, make it a good bet in this space. ....

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