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: 77241.11 As on (29-08-2025)

Expense Ratio: 1.39% As on (31-08-2025)

Turn over: 81.00% | Exit Load:

\r\n\tFor exit within 12 months from the date  of allotment
\r\n
\r\n\t- For 10% of investment - Nil
\r\n
\r\n\t- For remaining investments - 1.00%
\r\n
\r\n\t
\r\n\tFor exit after 12 months from the date of allotment - Nil.
\r\n

NAV as on 17-09-2025

304.2272

0.5366

CAGR Since Inception

14.05%

CRISIL Hybrid 35+65 Aggressive Index 12.39%

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 6.68 13.72 16.5 12.48 14.05
Benchmark - - - - -
Hybrid: Aggressive 0.81 14.8 17.51 12.18 13.1

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

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Sector Allocation

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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 6.68 15.03 13.72 16.5 12.48
ICICI Pru Equity & Debt Gr 05-11-1999 5.33 19.08 19.96 25.51 16.21
Bandhan Aggr Hyb Fund Reg Gr 05-12-2016 4.24 16.44 15.79 17.82 0.0
PGIM India Aggr Hybrid Equity Fund Gr 29-01-2004 3.68 12.67 13.09 13.81 9.11
DSP Aggressive Hybrid Fund Reg Gr 26-05-1999 2.9 15.67 15.88 17.13 12.98
HSBC Aggressive Hybrid Fund Reg Gr 01-01-2013 2.74 16.32 16.25 16.31 11.6
Mahindra Manulife Aggressive Hybrid Fund Reg Gr 19-07-2019 2.36 16.98 17.26 19.85 0.0
Edelweiss Aggr Hybrid Plan B Gr 16-06-2009 2.09 16.88 17.67 19.9 12.94
Edelweiss Aggr Hybrid Reg Gr 12-08-2009 2.09 16.88 17.6 19.84 12.91
Kotak Aggressive Hybrid Fund Reg Gr 25-11-1999 1.91 16.11 15.55 19.25 13.49

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 0.78 6.39 0.07 7.55 7.87
Hybrid: Aggressive - - - - - -