SBI Equity Hybrid Fund - Regular Plan -Growth

arrow-down
NAV
₹ 302.0391 ₹ -1.38 (-0.46 %)
as on 30-01-2026
Asset Size (AUM)
82,846.63 Cr
Launch Date
Dec 01, 1995
Investment 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. The scheme will invest in a diversified portfolio of equities of high growth companies and balance the risk through investing the rest in fixed income securities.
Minimum Investment 1000.0
Minimum Top-up 1000.0
Investment Returns Since Launch in Dec 01, 1995
arrow-up

13.84

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.93 %
Expense Ratio
1.38%
Volatility
8.66 %
Fund House
SBI Mutual Fund
Fund Manager
Mr. R Srinivasan, Mr. Rajeev Radhakrishnan, Ms. Mansi Sajeja,
Key Features
Scheme description
This fund has moderate ups and downs compared to equity funds and can give good returns as it invests both in debt and equity. Investment in this fund can be made for a horizon of at least 5 years or more
Minimum Purchase Application Amount
Rs. 1000.0 (plus in multiples of Rs. 1000.0)

Entry Load
Not applicable
Exit Load
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Performance

Scheme Performance (%)

Data as on - 30-01-2026

Yearly Performance (%)

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 10.47 11.75 14.48 13.32 12.44
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 12.91 12.47 15.94 14.78 0.0
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 12.46 12.68 18.89 21.36 16.47
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 02-07-2015 11.3 10.58 14.33 13.26 13.09
HSBC Aggressive Hybrid Fund - Regular Growth 01-01-2013 8.94 9.97 15.84 12.79 11.16
Nippon India Aggressive Hybrid Fund - Growth Plan 05-06-2005 8.84 9.59 15.1 15.38 10.34
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 8.79 11.55 16.86 16.33 0.0
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 10-02-1995 8.56 9.89 14.69 12.62 10.91
Union Aggressive Hybrid Fund - Regular Plan - Growth Option 18-12-2020 8.35 8.4 13.45 12.65 0.0
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 01-02-1993 8.33 9.57 13.91 12.74 12.84
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings