Key Offer Details
- Opening date
- 10 Aug 2026
- Closing date
- 24 Aug 2026
- Scheme type
- Open-Ended
- NAV
- ₹10
- Min. invst.
- ₹5,000
- Min. SIP
- ₹1,000
About Balanced Hybrid Fund
Balanced Hybrid funds have exposure to both debt and equity instruments. They primarily invest in stocks with some allocation to debt instruments. These funds are less risky as compared to pure equity funds.
Scheme Info
- Plan
- Direct
- Lock in
- None
- Exit Load
- 1%
NIL upto 10% of units and 1% for remaining units on or before 1Y, NIL after 1Y
- Expense Ratio
- 0%
- Benchmark
- NIFTY 50 Hybrid Composite Debt 50:50 Index
Scheme Objective
The Investment Objective of the fund is to generate long term capital appreciation and income by investing only in equity and debt instruments.However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
AMC Profile
With 30 years of rich experience in fund management, SBI Funds Management Ltd. (SBIFML) bring forward their expertise by consistently delivering value to their investors. They have a strong and proud lineage that traces back to the State Bank of India (SBI) - India's largest bank. They are a Joint Venture between SBI and AMUNDI (France), one of the world's leading fund management companies., SBI currently holds 63% stake in SBIFMPL. They have been actively managing their investor's assets not only through our investment expertise in domestic mutual funds, but also offshore funds and portfolio management advisory services for institutional investors.
- Total AUM
- ₹ 9,46,899.48 Cr
- No. of schemes
- 98
Peers
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HybridBalanced Hybrid Fund Frequently asked questions
Frequently asked questions
What is SBI Balanced Hybrid Fund?
SBI Balanced Hybrid Fund is an open-ended Balanced Hybrid Fund scheme launched by SBI Funds Management Limited, investing primarily in Hybrid. It is benchmarked against NIFTY 50 Hybrid Composite Debt 50:50 Index and offered in Direct and Regular plans with Growth and IDCW options.
What is the open date of SBI Balanced Hybrid Fund NFO?
The NFO of SBI Balanced Hybrid Fund opens for subscription on 10 Aug 2026.
What is the close date of SBI Balanced Hybrid Fund NFO?
The NFO of SBI Balanced Hybrid Fund closes for subscription on 24 Aug 2026. Applications must be submitted before this date for allotment at the NFO offer price.
What is the minimum lumpsum investment in SBI Balanced Hybrid Fund?
The minimum lumpsum investment in SBI Balanced Hybrid Fund is ₹5,000.
What is the minimum SIP amount for SBI Balanced Hybrid Fund?
The minimum SIP amount for SBI Balanced Hybrid Fund is ₹500 per SIP installment.
Who is the fund manager of SBI Balanced Hybrid Fund?
SBI Balanced Hybrid Fund is managed by Rajeev Radhakrishnan, Tanmaya Desai, who has 10 years of fund management experience and also manages 14 other schemes at SBI Funds Management Limited.
Is SBI Balanced Hybrid Fund a good investment?
SBI Balanced Hybrid Fund is a new scheme with no performance track record yet, so it should be evaluated on Rajeev Radhakrishnan, Tanmaya Desai's experience, SBI Funds Management Limited's record on similar schemes, the fund's Hybrid strategy, and fit with an investor's existing portfolio — not past returns.
What type of fund is SBI Balanced Hybrid Fund?
SBI Balanced Hybrid Fund is categorized as a Balanced Hybrid Fund scheme under SEBI's mutual fund classification — investing at least 35% each in large-cap and mid-cap stocks (for Large & Mid Cap funds).
Is there a lock-in period or exit load for SBI Balanced Hybrid Fund?
SBI Balanced Hybrid Fund has no lock-in period and an exit load of 1% if redeemed within 1 year of investment.
