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Mutual Funds

SBI Equity Hybrid Fund

SB

SBI Equity Hybrid Fund

Aggressive HybridRank #10
4/5

NAV (2026-07-14)

314.47

AUM

₹85,633.48 Cr

Exp. Ratio: 1.41%

RISK LEVEL

Very High

Returns & Performance

1 Year3.61%2.40% vs cat avgRank #10
3 Year12.69%1.48% vs cat avgRank #10
5 Year10.87%0.42% vs cat avgRank #14
Since Launch15.16%--

Fund vs Category Average

1Y
3.61%+2.40%
3Y
12.69%+1.48%
5Y
10.87%+0.42%

Pros & Cons

Pros

Outperforms category avg on 1Y returns
Strong 3Y track record vs category
Above category avg 5Y returns
No lock-in period
Decent 1Y category rank (#10)
Overall top-10 rank in category (#10)

Cons

No notable cons identified

ISININF200K01107
NAV₹314.47
NAV Date2026-07-14
AUM₹85,633.48 Cr
Expense Ratio1.41%
RiskVery High
Rating4 / 5
Min SIP Amount₹500
Max SIP Amount₹999999999
Min Additional Inv.₹1000
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1987-06-29

INVESTMENT OBJECTIVE

The scheme seeks to provide investors long-term capital appreciation along with the liquidity of an open-ended scheme by investing in a mix of debt and equity. The scheme will invest in a diversified portfolio of equities of high growth companies and balance the risk through investing the rest in fixed income securities.

Exit Load--
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.

Mansi Sajeja

Ms. Sajeja is a CFA and has done Post Graduate Diploma in Business Management.

Prior to joining SBIFMPL, she was Rating Analyst at ICRA Limited.

Top Holdings

Holdings data not available for this scheme