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: 78708.42 As on (30-06-2025)

Expense Ratio: 1.38% As on (30-06-2025)

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 01-08-2025

297.6357

-2.3544

CAGR Since Inception

14.03%

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 6.64 13.65 16.49 11.8 14.03
Benchmark - - - - -
Hybrid: Aggressive 0.81 14.84 17.93 11.33 13.02

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)

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Period

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End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

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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 6.64 15.66 13.65 16.49 11.8
Bandhan Aggr Hyb Fund Reg Gr 05-12-2016 6.2 16.13 15.01 18.69 0.0
PGIM India Aggr Hybrid Equity Fund Gr 29-01-2004 5.22 12.28 13.67 14.53 8.15
DSP Aggressive Hybrid Fund Reg Gr 26-05-1999 4.85 16.75 15.84 17.6 12.08
Invesco India Aggressive Hybrid Reg Gr 15-06-2018 3.44 18.6 16.7 16.59 0.0
ICICI Pru Equity & Debt Gr 05-11-1999 2.85 18.77 19.3 25.07 15.12
HDFC Hybrid Equity Gr 01-04-2005 2.41 11.67 13.66 18.23 11.89
Edelweiss Aggr Hybrid Plan B Gr 16-06-2009 1.89 17.13 17.69 20.09 12.02
Edelweiss Aggr Hybrid Reg Gr 12-08-2009 1.88 17.08 17.6 20.02 11.97
Mahindra Manulife Aggressive Hybrid Fund Reg Gr 19-07-2019 1.79 17.32 16.88 20.24 0.0

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 1.25 2.27 0.97 7.55 7.87
Hybrid: Aggressive - - - - - -