SBI Equity Hybrid Fund - Regular Plan -Growth

Fund House: SBI Mutual Fund

Category: Hybrid: Aggressive

Status: Open Ended Schemes

Launch Date: 01-12-1995

Minimum Investment: 1000.0

Asset Class: Mixed Asset

Minimum Topup: 1000.0

Benchmark: CRISIL Hybrid 35+65 Aggressive Index

Total Assets: 77793.99 As on (31-07-2025)

Expense Ratio: 1.39% As on (31-07-2025)

Turn over: 81.00% | Exit Load: For exit within 12 months from the date of allotment- For 10% of investment - Nil- For remaining investments - 1.00%For exit after 12 months from the date of allotment - Nil.

NAV as on 13-08-2025

297.2351

1.5695

CAGR Since Inception

14.01%

CRISIL Hybrid 35+65 Aggressive Index 12.22%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
SBI Equity Hybrid Fund - Regular Plan -Growth 9.36 13.22 15.89 11.9 14.01
Benchmark - - - - -
Hybrid: Aggressive 2.86 14.14 17.36 11.45 12.97

Funds Manager

Mr. R Srinivasan, Mr. Rajeev Radhakrishnan, Ms. Mansi Sajeja, Mr. Pradeep Kesavan,

RETURNS CALCULATORS for SBI Equity Hybrid Fund - Regular Plan -Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of SBI Equity Hybrid Fund - Regular Plan -Growth

Portfolio Holdings

Show All Holdings

Sector Allocation

Show All Sectors

PEER COMPARISION of SBI Equity Hybrid Fund - Regular Plan -Growth

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
SBI Equity Hybrid Reg Gr 01-12-1995 9.36 15.86 13.22 15.89 11.9
Bandhan Aggr Hyb Fund Reg Gr 05-12-2016 8.05 16.73 14.63 18.0 0.0
DSP Aggressive Hybrid Fund Reg Gr 26-05-1999 6.42 16.8 15.29 17.12 12.07
PGIM India Aggr Hybrid Equity Fund Gr 29-01-2004 5.77 12.3 12.2 13.91 8.23
ICICI Pru Equity & Debt Gr 05-11-1999 5.7 19.66 18.93 24.47 15.32
Invesco India Aggressive Hybrid Reg Gr 15-06-2018 4.74 18.87 15.94 16.12 0.0
Edelweiss Aggr Hybrid Reg Gr 12-08-2009 4.35 17.72 16.85 19.46 12.14
Edelweiss Aggr Hybrid Plan B Gr 16-06-2009 4.34 17.76 16.93 19.52 12.19
Nippon India Aggressive Hybrid Fund Gr Plan 05-06-2005 4.21 15.23 15.29 18.79 9.82
Canara Robeco Equity Hybrid Reg Gr 01-02-1993 4.19 14.75 13.1 15.64 11.97

Asset Allocation (%)

Key Performance and Risk Statistics of SBI Equity Hybrid Fund - Regular Plan -Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
SBI Equity Hybrid Fund - Regular Plan -Growth 8.66 0.94 7.58 0.07 7.55 7.87
Hybrid: Aggressive - - - - - -