SBI Equity Hybrid Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)

Fund House: SBI Mutual Fund

Category: Hybrid: Aggressive

Status: Open Ended Schemes

Launch Date: 31-12-1995

Minimum Investment: 1000.0

Asset Class: Mixed Asset

Minimum Topup: 1000.0

Benchmark: CRISIL Hybrid 35+65 Aggressive Index

Total Assets: 82861.53 As on (28-11-2025)

Expense Ratio: 1.38% As on (28-11-2025)

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% 1or exit after 12 months from the date of allotment - Nil.

NAV as on 11-12-2025

65.1587

0.2428

CAGR Since Inception

13.15%

CRISIL Hybrid 35+65 Aggressive Index 12.32%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
SBI Equity Hybrid Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) 8.44 13.47 13.88 12.49 13.15
Benchmark - - - - -
Hybrid: Aggressive 1.77 13.59 14.73 12.3 12.85

Funds Manager

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

RETURNS CALCULATORS for SBI Equity Hybrid Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)

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 - Income Distribution cum Capital Withdrawal Option (IDCW)

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of SBI Equity Hybrid Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
SBI Equity Hybrid Reg IDCW 31-12-1995 8.44 13.96 13.47 13.88 12.49
ICICI Pru Equity & Debt Gr 05-11-1999 9.46 16.37 18.68 21.99 16.39
SBI Equity Hybrid Reg Gr 01-12-1995 8.44 13.96 13.47 13.88 12.57
quant Aggressive Hybrid Fund Gr Reg Plan 21-03-2001 5.12 11.5 10.71 18.87 15.79
Bandhan Aggr Hyb Fund Reg Gr 05-12-2016 4.59 15.17 14.97 15.47 0.0
Mirae Asset Aggressive Hybrid Reg Gr 02-07-2015 4.42 12.24 12.9 13.59 13.1
DSP Aggressive Hybrid Fund Reg Gr 26-05-1999 3.77 13.28 15.59 14.3 13.1
Mahindra Manulife Aggressive Hybrid Fund Reg Gr 19-07-2019 3.64 14.96 15.87 17.36 0.0
Edelweiss Aggr Hybrid Plan B Gr 16-06-2009 3.15 13.44 15.79 16.81 13.13
Edelweiss Aggr Hybrid Reg Gr 12-08-2009 3.15 13.45 15.74 16.76 13.1

Asset Allocation (%)

Key Performance and Risk Statistics of SBI Equity Hybrid Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
SBI Equity Hybrid Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) 8.66 0.8 1.27 0.73 7.55 7.87
Hybrid: Aggressive - - - - - -