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SBI Equity Hybrid Fund Direct Growth

Growth
334.660.34% (-1.15)
High
Low
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

Large-size Fund

Assets Under Mgmt: ₹ 78,708 Cr

Very High Risk

Principle investment will be at very high risk

How to use scorecard? Learn more

Large-size Fund

Assets Under Mgmt: ₹ 78,708 Cr

Very High Risk

Principle investment will be at very high risk

SBI Equity Hybrid Fund Performance & Key Metrics

SBI Equity Hybrid Fund Performance & Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.7245.910.58
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4341.920.05

SBI Equity Hybrid Fund Scheme InfoSBI Equity Hybrid Fund Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
Nil for 10% of investments and 1% for remaining investment on or before 12M Nil after 12M
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 1,000
Initial: ₹ 1,000 Incremental: ₹ 1,000
BenchmarkBenchmark
CRISIL Hybrid 35+65 - Aggressive Index

About Aggressive Hybrid Fund

About Aggressive Hybrid Fund

Aggressive 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.

SBI Equity Hybrid Fund Peers

SBI Equity Hybrid Fund Peers & Comparison

Comparing 3 mutual funds from 
HybridAggressive Hybrid Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
SBI Equity Hybrid Fund9.23%16.72%15.19%
ICICI Pru Equity & Debt Fund6.71%22.12%17.70%
HDFC Hybrid Equity Fund4.45%16.57%12.79%
DSP Aggressive Hybrid Fund8.64%19.68%14.71%

SBI Equity Hybrid Fund Returns Comparison

Compare SBI Equity Hybrid Fund with any MF, ETF, stock or index
Compare SBI Equity Hybrid Fund with any MF, ETF, stock or index
SBI Equity Hybrid Fund
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SBI Equity Hybrid Fund Portfolio

SBI Equity Hybrid Fund Asset Allocation

SBI Equity Hybrid Fund Asset Allocation

Actual

Target

Sep 2024

Dec 2024

Mar 2025

Jun 2025

ACTUAL
+4 moreREITs & InvITCash & EquivalentsGovernment SecuritiesCorporate DebtEquity2.72%1.64%3.28%7.52%11.77%73.07%

Sep 2024

Dec 2024

Mar 2025

Jun 2025

Tickertape Separator

SBI Equity Hybrid Fund Sector Distribution

SBI Equity Hybrid Fund Sector Distribution

+26 morePublic BanksTelecom ServicesSpecialized FinanceG-SecPrivate Banks58.60 %5.83 %6.16 %6.29 %7.52 %15.60 %

Sep 2024

Dec 2024

Mar 2025

Jun 2025

Tickertape Separator

SBI Equity Hybrid Fund Sector Weightage

SBI Equity Hybrid Fund Sector Weightage

Mar 24Jun 24Sep 24Dec 24Mar 25Jun 2511.56%12.39%11.74%12.34%14.07%15.60%
Private Banks as a % of total holdings for last six quarters
Tickertape Separator

SBI Equity Hybrid Fund Current Holdings

SBI Equity Hybrid Fund Current Holdings

Equity

Debt

Others

  • Constituent
    Holding Weight
    3M Change

AMC Profile of SBI Equity Hybrid Fund

AMC Profile of SBI Equity Hybrid Fund

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.

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.

  • No.of Schemes

    109

  • Total AUM

    ₹ 8,49,574.41 Cr.

SBI Equity Hybrid Fund Manager Details

SBI Equity Hybrid Fund Manager Details

SBI Equity Hybrid Fund Manager Profile

SBI Equity Hybrid Fund Manager Profile

R. Srinivasan

AUM:  ₹1,78,817.52 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 19yrs

Rajeev Radhakrishnan

AUM:  ₹2,36,330.96 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 10yrs

Mansi Sajeja

AUM:  ₹1,49,629.13 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

SBI Equity Hybrid Fund Manager Performance (0)

SBI Equity Hybrid Fund Manager Performance (0)

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SBI Equity Hybrid Fund Tax Implications

SBI Equity Hybrid Fund Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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SBI Equity Hybrid Fund Review & Opinions

SBI Equity Hybrid Fund Review & Opinions

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.

Frequently asked questions

Frequently asked questions

  1. What is the current price / NAV of SBI Equity Hybrid Fund?

    The current NAV of SBI Equity Hybrid Fund is ₹334.66, as of 18th July 2025.

  2. What are the returns of SBI Equity Hybrid Fund?

    The SBI Equity Hybrid Fund was launched on 1st January 1970. This mutual fund's past returns are as follows:
    • 1 Year Returns: 9.23%
    • 3 Year Returns: 16.72%
    • 5 Year Returns: 17.97%

  3. What are the top 5 sectoral holdings of SBI Equity Hybrid Fund?

    The top sectors SBI Equity Hybrid Fund has invested in are as follows:
    • Private Banks | 15.60%
    • G-Sec | 7.52%
    • Specialized Finance | 6.29%
    • Telecom Services | 6.16%
    • Public Banks | 5.83%
    This data is as on 18th July 2025.

  4. What are the top 5 holdings of SBI Equity Hybrid Fund?

    The top 5 holdings for SBI Equity Hybrid Fund are as follows:
    • HDFC Bank Ltd | 6.87%
    • 6.79% CGL 2034 | 5.96%
    • Bharti Airtel Ltd | 4.34%
    • Solar Industries India Ltd | 4.00%
    • ICICI Bank Ltd | 3.86%
    This data is as on 18th July 2025.

  5. What is the asset allocation of SBI Equity Hybrid Fund?

    The asset allocation for SBI Equity Hybrid Fund is as follows:
    • Equity | 73.07%
    • Corporate Debt | 11.77%
    • Government Securities | 7.52%
    • Cash & Equivalents | 3.28%
    • REITs & InvIT | 1.64%
    This data is as on 18th July 2025.

  6. What is the AUM of SBI Equity Hybrid Fund?

    The AUM (i.e. assets under management) of SBI Equity Hybrid Fund is ₹78708.42 Cr as of 18th July 2025.

  7. What is the expense ratio of SBI Equity Hybrid Fund?

    The expense ratio of SBI Equity Hybrid Fund Plan is 0.72 as of 18th July 2025.

  8. What is the alpha ratio of SBI Equity Hybrid Fund?

    The alpha ratio for the SBI Equity Hybrid Fund is 2.01

    Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

  9. What is the volatility or standard deviation of SBI Equity Hybrid Fund?

    The volatility or standard deviation for the SBI Equity Hybrid Fund is 9.52

    Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

  10. What is the sharpe ratio of SBI Equity Hybrid Fund?

    The Sharpe ratio for the SBI Equity Hybrid Fund is 0.58

    The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

  11. What is the Sortino ratio of SBI Equity Hybrid Fund?

    The Sortino Ratio for the SBI Equity Hybrid Fund is 0.06

    The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.

  12. What is the Price to Earnings (PE) ratio of SBI Equity Hybrid Fund?

    The PE ratio of SBI Equity Hybrid Fund is 45.91, while category PE ratio is 41.92.