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SBI Balanced Hybrid Fund icon

SBI Balanced Hybrid Fund

Balanced Hybrid
Not Rated

NAV (2026-10-13)

₹9.89

AUM

₹1,979.76 Cr

Exp. Ratio: 2.61%

RISK LEVEL

High

Returns & Performance

1 Year----
3 Year----
5 Year----
Since Launch-1.14%11.12% vs cat avg

Fund vs Category Average

Pros & Cons

Pros

✔Outperforms category avg on 1Y returns
✔No lock-in period

Cons

✖3Y returns below category average
✖Higher expense ratio (2.61%)
✖Returns since launch below category avg
ISININF200KB1BX9
NAV₹9.89
NAV Date2026-10-13
AUM₹1,979.76 Cr
Expense Ratio2.61%
RiskHigh
RatingNot Rated / 5
Min SIP Amount₹500
Max SIP Amount₹999999999
Min Additional Inv.₹1000
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Exit Load--
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsNA

Tanmaya Desai

Mr. Desai is a B.E. (Electronics), MBA (Finance) and CFA (Level III).

Prior to joining SBI Mutual Fund he has worked with D.J. Sanghvi College of Engineering and Patni Computer Systems Ltd.

Top Holdings

CompanySectorAsset Value (Cr)Asset %
Indian Overseas Bank 01/10/2026Financial₹150.007.58
HDFC Bank Ltd. 01/10/2026Financial₹150.007.58
Cholamandalam Investment and Finance Company Ltd.Financial₹122.616.19
Wheels India Ltd.Automobile₹37.231.88
SEDEMAC Mechatronics Ltd.Capital Goods₹34.951.77
Aequs Ltd.Technology₹34.231.73
HDFC Bank Ltd.Financial₹34.021.72
Kotak Mahindra Bank Ltd.Financial₹33.361.69
Sundaram Finance Ltd.Financial₹32.661.65
Innova Captab Ltd.Healthcare₹32.211.63

Frequently Asked Questions

Common questions about this fund, answered from scheme data

The latest Net Asset Value (NAV) of SBI Balanced Hybrid Fund is ₹9.89 as of 2026-10-13.

The FAQs above are generated from data provided by the AMC and are for educational purposes only. They do not constitute financial advice, buy/sell recommendations, or return guarantees. Mutual fund investments are subject to market risks — read all scheme-related documents carefully before investing. Past performance is not indicative of future returns.