NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund

INVEST VIA NRE/NRO

SBI Equity Hybrid Fund Growth for NRI [269.20]

Min Investment

1,000

Fund Size

68,372.47 Cr

Expense Ratio

1.4%

Exit Load

1%

SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671

269.20

0.16%

NAV as on 20 Jun 24, 12:00 AM

very high risk

aggressive allocation

hybrid (nc)

NAV as on 20 Jun 24, 12:00 AM

very high risk

aggressive allocation

hybrid (nc)

25.33%p.a.

Last 1Y

13.59%p.a.

Last 3Y

14.39%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 68,372.47 Cr fund under management as on Jun 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 25.3% 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

7.18% Govt Stock 2033

5.78%

ICICI Bank Ltd

5.74%

Reliance Industries Ltd

5.44%

Bharti Airtel Ltd

5.42%

State Bank of India

5.34%

Divi's Laboratories Ltd

4.28%

InterGlobe Aviation Ltd

4.26%

HDFC Bank Ltd

4.26%

Solar Industries India Ltd

3.92%

Bajaj Finance Ltd

3.23%

Fund Managers

  1. R. Srinivasan (Jan 2012 - Present)
  2. Rajeev Radhakrishnan (Dec 2023 - Present)
  3. Mansi Sajeja (Dec 2023 - Present)
  4. Pradeep Kesavan (Dec 2023 - Present)

Key Information

View Scheme Document

SBI Equity Hybrid Fund Growth SIP Calculator

If invested

5,000

per month

For a period of

Investment of 0 could have been

0(+0.0%)

0 (+0.0%)

This Fund

0 (+0.0%)

Fixed Deposit

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 TypeShort-term Capital Gains (STCG) TaxLong-term Capital Gains (LTCG) Tax
Equity mutual funds15%10% (above Rs. 1 lakh LTCG) without indexation*
Debt & other types of fundsAt tax slab rate20% 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

Frequently Asked Questions