NFO Alert: SBI Mutual Fund Launches SBI Balanced Hybrid Fund

SBI Mutual Fund has launched its Balanced Hybrid Fund, with the New Fund Offer (NFO) opening on August 10, 2026. The subscription window will remain open until August 24, 2026. 

The scheme is an open-ended fund in the hybrid: balanced hybrid category. There is no lock-in period for investors. 

Investment Pattern 

The scheme will invest in both equity and debt instruments. Its stated objective is to generate long-term capital appreciation and income through these investments. 

The fund will use the NIFTY 50 Hybrid Composite Debt 50:50 Index as its benchmark. The riskometer for the scheme is marked ‘Very High’. 

Minimum Investment 

The minimum amount required to invest in the NFO is ₹5,000. The scheme will have Growth and IDCW options. 

Under IDCW, investors can choose between fortnightly and monthly plans. The scheme does not have a lock-in period, although an exit load applies to specific redemptions. 

Exit Load 

A 1% exit load will apply when units exceeding 10% of the investment are redeemed within one year of purchase. 

The charge applies to the portion covered by the exit-load condition. Redemptions within the specified limit are not subject to this particular charge. 

Fund Managers 

Tanmaya Desai and Rajeev Radhakrishnan are the fund managers for the scheme. They will manage investments across the equity and debt portions of the portfolio. 

The fund is offered by the SBI Mutual Fund. Its investment mandate is limited to equity and debt instruments, with the portfolio managed within the balanced hybrid category. 

NFO Details  

The NFO will be available for subscription for 15 days, ending on August 24, 2026. After the NFO period, the scheme will remain open-ended, allowing transactions according to the applicable scheme terms. 

The fund carries a ‘Very High’ risk rating, while the minimum investment is ₹5,000 and there is no lock-in period. 

Read More: Upcoming NFO: UTI Mutual Fund Files Draft Papers for UTI Balanced Hybrid Fund! 

Conclusion 

SBI Mutual Fund’s Balanced Hybrid NFO will remain open until August 24, 2026, with a ₹5,000 minimum investment and no lock-in period. 

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Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.   
 
Mutual Fund Investments are subject to market risks, read all the related documents carefully before investing.