HYBRID•AGGRESSIVE HYBRID FUND
SBI Equity Hybrid Fund
3 Year return
13.81%
NAV on August 16, 2026
355.5629
1D Returns
-0.28%
Launched on January 2013(13 years)
Investment Details
₹500
Minimum SIP Amount
₹1000
Minimum one time investment
Fund has no lock-in period
Calculate Returns
Based on past performance of this fund
₹
Your Investment₹3,600
Gain
24.44%₹880
Total Value ₹4,480
Risk Involved
Your principal will be at
Very High Risk
Scheme Information
Asset Under Management
₹88,035.56 Cr.
Expense Ratio
0.73% (inclusive of GST)
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.
Ratings
4
Ratings by other agencies
Value Research
4
Crisil
4
Morning Star
4
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
SBI Mutual Fund Manager
MS
Mansi Sajeja
Fund Manager since Jul 2021
PK
Pradeep Kesavan
Fund Manager since Dec 2023
RR
Rajeev Radhakrishnan
Fund Manager since Dec 2023
RS
R Srinivasan
Fund Manager since Sep 2020
Fund House Details
SBI Mutual Fund
Asset management company
AUM
₹12,81,380.68 Cr.
No. of Schemes
276
Setup Date
June 1987
Peer Comparison
Comparison with other similar funds
| Funds | 3 Y Returns | ARQ Rating |
|---|---|---|
| ICICI Prudential Equity and Debt Fund | 15.3706% | 5 |
| Bank of India Mid and Small Cap Equity and Debt Fund | 19.0046% | 3 |
| JM Aggressive Hybrid Fund | 15.2221% | 3.5 |
Schemes by SBI Mutual Fund
List of mutual fund schemes by AMC
Funds
3 Years Returns
SBI Equity Hybrid Fund Direct Plan-Growth is an open-ended scheme offered by SBI Mutual Fund. It falls under the hybrid mutual fund scheme, which invests in a balanced mix of debt and equity. The equity component of the fund is targeted at capital appreciation over the long term, while the debt component adds stability to the portfolio and provides a source of regular income. This fund stands out as an avenue for delivering consistent returns in tune with most of its category peers. Its proficiency in managing losses in declining market conditions is average.
Investment Objective of the Scheme
The SBI Equity Hybrid Fund Direct Plan-Growth seeks to offer investors long-term capital appreciation combined with liquidity.
Key Features of The Fund
5-year return
11.3602%
Expense Ratio
0.73%
Fund Manager
Mansi Sajeja
Fund Size
₹88035.56 Cr.
Risk Profile
Very High
Is This Scheme Right for Me?
It is best suited for investors who are comfortable with a moderate to high level of risk in pursuit of higher potential returns. It's ideal for those seeking balanced exposure to equity and debt, with a bias towards equity. This fund's track record of delivering consistent returns and its average ability to manage losses during market downturns aligns it with individuals with a medium to long-term investment horizon. As always, investors should consider their risk appetite and financial goals before deciding to invest.
AMC Contact Details
| Name | SBI Mutual Fund |
| Launch Date | June 1987 |
| Address | 9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051 |
| Contact | 1800 209 33331800 425 5425 |
| customer.delight@sbimf.com | |
| Website | https://www.sbimf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Choose the SIP Amount That Suits You the Best
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FAQs
What is today's NAV of SBI Equity Hybrid Fund?
NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of SBI Equity Hybrid Fund on August 16, 2026, is ₹355.5629
What is the AUM of SBI Equity Hybrid Fund?
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of SBI Equity Hybrid Fund, is ₹88035.56 crore.
What is the expense ratio of SBI Equity Hybrid Fund?
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of SBI Equity Hybrid Fund is 0.73%
What are the returns of SBI Equity Hybrid Fund since inception?
The SBI Equity Hybrid Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
What is the minimum SIP amount to invest in SBI Equity Hybrid Fund?
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for SBI Equity Hybrid Fund is ₹500.
How do I invest in SBI Equity Hybrid Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in SBI Equity Hybrid Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in SBI Equity Hybrid Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in SBI Equity Hybrid Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
ENTER AMOUNT
₹
₹4,480 in 3Y at 13.8073% returns
SIP Date1st of every month
Your next SIP Payment will be on 17 September 2026
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