HYBRID•AGGRESSIVE HYBRID FUND
SBI Equity Hybrid Fund Direct Plan IDCW Reinvestment
3 Year return
13.60%
NAV on August 11, 2026
104.3137
1D Returns
+0.23%
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
24.03%₹865
Total Value ₹4,465
Risk Involved
Your principal will be at
Very High Risk
Scheme Information
Asset Under Management
₹85,633.48 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 Dec 2023
PK
Pradeep Kesavan
Fund Manager since Dec 2023
RR
Rajeev Radhakrishnan
Fund Manager since Jan 2008
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
273
Setup Date
June 1987
Peer Comparison
Comparison with other similar funds
| Funds | 3 Y Returns | ARQ Rating |
|---|---|---|
| ICICI Prudential Equity and Debt Fund | 15.3776% | 5 |
| Bank of India Mid and Small Cap Equity and Debt Fund | 18.6683% | 3 |
| Edelweiss Aggressive Hybrid Fund | 15.0846% | 3 |
Schemes by SBI Mutual Fund
List of mutual fund schemes by AMC
Funds
3 Years Returns
The SBI Equity Hybrid Fund Direct Plan IDCW Reinvestment is a hybrid equity mutual fund managed by SBI Mutual Fund. It is a direct plan, which means that there are no brokerage fees involved when you invest in the fund.
A hybrid fund is a type of mutual fund that invests in a mix of equity and debt instruments. This gives investors the potential to benefit from both the growth potential of equity markets and the stability of debt markets.
The SBI Equity Hybrid Fund Direct Plan IDCW Reinvestment invests in a diversified portfolio of equity and debt instruments. The equity portion of the portfolio is invested in large-cap, mid-cap, and small-cap companies. The debt portion of the portfolio is invested in government securities and corporate bonds.
Investment Objective of the Scheme
The investment objective of the SBI Equity Hybrid Fund Direct Plan IDCW Reinvestment is to generate income for investors through regular payouts and also provide capital appreciation over the long term.
Key Features of The Fund
5-year return
11.5387%
Expense Ratio
0.73%
Fund Manager
Mansi Sajeja
Fund Size
₹85633.48 Cr.
Risk Profile
Very High
Is This Scheme Right for Me?
The SBI Equity Hybrid Fund Direct Plan IDCW Reinvestment is a good option for investors who are looking for a balanced investment that provides both income and growth potential. However, the fund is not suitable for investors who need regular income or who are not comfortable with the volatility of equity markets.
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.
Take the Guessing out of Investing
Compounding in SIP can make it difficult to estimate the expected returns in a mutual fund. The process of guessing can be replaced with estimating as Angel One's free SIP calculator gives you the approximate amount to be expected. The SIP calculator online takes into consideration the principle of compounding and gives your return amount depending on variables such as years, SIP amount as well as the expected rate of return.
FAQs
What is today's NAV of SBI Equity Hybrid Fund Direct Plan IDCW Reinvestment?
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 Direct Plan IDCW Reinvestment on August 11, 2026, is ₹104.3137
What is the AUM of SBI Equity Hybrid Fund Direct Plan IDCW Reinvestment?
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 Direct Plan IDCW Reinvestment, is ₹85633.48 crore.
What is the expense ratio of SBI Equity Hybrid Fund Direct Plan IDCW Reinvestment?
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 Direct Plan IDCW Reinvestment is 0.73%
What are the returns of SBI Equity Hybrid Fund Direct Plan IDCW Reinvestment since inception?
The SBI Equity Hybrid Fund Direct Plan IDCW Reinvestment 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 Direct Plan IDCW Reinvestment?
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 Direct Plan IDCW Reinvestment is ₹500.
How do I invest in SBI Equity Hybrid Fund Direct Plan IDCW Reinvestment?
- 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 Direct Plan IDCW Reinvestment?
- 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 Direct Plan IDCW Reinvestment?
- 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 Direct Plan IDCW Reinvestment?
- 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
₹
₹4,465 in 3Y at 13.5966% returns
SIP Date1st of every month
Your next SIP Payment will be on 11 September 2026
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