SBI Equity Hybrid Fund - Regular Plan -Growth

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Category: Hybrid: Aggressive
Launch Date: 01-12-1995
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 - Aggressive Index
Expense Ratio: 1.4% As on (31-07-2026)

Status: Open Ended Schemes for subscription
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 8,803.56 Cr As on (31-07-2026)
Turn over: 0.87

NAV as on 14-08-2026

319.6488

-0.26 (-0.08%)

CAGR Since Inception

13.79%

CRISIL Hybrid 35+65 - Aggressive Index 11.93%

PERFORMANCE of SBI Equity Hybrid Fund - Regular Plan -Growth

Scheme Performance (%) Data as on - 14-08-2026

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
SBI Equity Hybrid Fund - Regular Plan -Growth	7.15	13.13	10.59	11.91	13.79
Benchmark	-	-	-	-	-
Hybrid: Aggressive	4.6	11.65	10.35	11.39	12.1

Yearly Performance (%)

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Fund Managers

Mr. R. Srinivasan, Mr. Rajeev Radhakrishnan

Investment Objective

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.

RETURNS CALCULATOR for SBI Equity Hybrid Fund - Regular Plan -Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Riskometer

Key Performance and Risk Statistics of SBI Equity Hybrid Fund - Regular Plan -Growth

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
SBI Equity Hybrid Fund - Regular Plan -Growth	8.66	0.73	6.94	0.43	7.55	7.87
Hybrid: Aggressive	-	-	-	-	-	-

PEER COMPARISION of SBI Equity Hybrid Fund - Regular Plan -Growth

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Period

Data as on - 14-08-2026

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
SBI Equity Hybrid Fund - Regular Plan -Growth	01-12-1995	7.15	8.47	13.13	10.59	11.91
Bank Of India Mid & Small Cap Equity & DEBT Fund - Regular Plan Growth	05-07-2016	14.49	6.18	17.45	14.75	15.37
Quant Aggressive Hybrid Fund - Growth Option - Regular Plan	21-03-2001	13.05	4.59	13.47	12.43	15.42
Navi Aggressive Hybrid Fund - Regular Plan - Growth	23-04-2018	10.75	6.11	11.17	10.48	0.0
Bandhan Aggressive Hybrid Fund-Regular Plan Growth	05-12-2016	10.1	8.97	14.49	11.22	0.0
HSBC Aggressive Hybrid Fund - Regular Growth	01-01-2013	7.77	5.27	13.74	10.71	10.98
Kotak Aggressive Hybrid Fund - Regular Plan -Growth	25-11-1999	6.31	5.22	13.26	12.06	12.41
Union Aggressive Hybrid Fund - Regular Plan - Growth Option	18-12-2020	5.89	4.83	11.05	9.27	0.0
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth	02-07-2015	5.64	4.84	11.02	9.63	11.86
ICICI Prudential Equity & Debt Fund - Growth	05-11-1999	5.04	5.47	14.69	15.56	14.91

PORTFOLIO ANALYSIS of SBI Equity Hybrid Fund - Regular Plan -Growth

Asset Allocation (%)