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HYBRID•AGGRESSIVE HYBRID FUND

SBI Equity Hybrid Fund Direct Plan IDCW Payout

3 Year return

15.73%
NAV on December 26, 2025
100.8114
1D Returns
-0.08%
Launched on January 2013(12 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
28.39%₹1,022
Total Value ₹4,622

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹82,958.16 Cr.
Expense Ratio
0.71% (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

ARQ Rating
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 Dec 2023

RS

R Srinivasan

Fund Manager since Nov 2013

Fund House Details

SBI Mutual Fund

SBI Mutual Fund

Asset management company

AUM
₹12,07,585.39 Cr.
No. of Schemes
252
Setup Date
June 1987

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
ICICI Prudential Equity and Debt Fund20.8196%
5
Bank of India Mid and Small Cap Equity and Debt Fund20.9428%
3
Quant Aggressive Hybrid Fund14.5483%
4

Schemes by SBI Mutual Fund

List of mutual fund schemes by AMC

About SBI Equity Hybrid Fund Direct Plan IDCW Payout

The SBI Equity Hybrid Fund Direct Plan IDCW Payout is a hybrid mutual fund managed by SBI Mutual 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 Payout 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. The fund aims to generate income for investors through regular payouts and also provide capital appreciation over the long term.

Investment Objective of the Scheme

The investment objective of the SBI Equity Hybrid Fund Direct Plan IDCW Payout 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
14.6237%
Expense Ratio
0.71%
Fund Manager
Mansi Sajeja
Fund Size
₹82958.16 Cr.
Risk Profile
Very High

Is This Scheme Right for Me?

The SBI Equity Hybrid Fund Direct Plan IDCW Payout is a good option for investors who are looking for a balanced investment that provides both income and growth potential. The fund is also a good option for investors who are looking for a tax-efficient way to invest in equity markets.This scheme is a long-term investment, so you should only invest if you are planning to hold the units for at least 3-5 years.

AMC Contact Details

NameSBI Mutual Fund
Launch DateJune 1987
Address9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051
Contact1800 209 33331800 425 5425
Emailcustomer.delight@sbimf.com
Websitehttps://www.sbimf.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Plan Precisely and Prosper With SIP Calculator

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FAQs

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 Payout on December 26, 2025, is ₹100.8114
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 Payout, is ₹82958.16 crore.
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 Payout is 0.71%
The SBI Equity Hybrid Fund Direct Plan IDCW Payout was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
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 Payout is ₹500.
  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. 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.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.
  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.
  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.
  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

ENTER AMOUNT

₹
₹4,622 in 3Y at 15.726% returns
SIP Date1st of every month

Your next SIP Payment will be on 29 January 2026

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