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This Fund:
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹1000
AUM (Fund size)
₹82,318 Cr
Lock In Period
N/A
Expense Ratio
1.38
Benchmark
CRISIL Balanced Fund - Aggressive Index
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
Summary
Latest details for SBI Equity Hybrid Fund Growth include a ₹285.7911 NAV as of Mar 27,2026 and returns since inception of 48.02%. Minimum investments start at SIP ₹500. The SBI Equity Hybrid Fund Growth AUM is ₹82,318 Cr, with a lock-in of N/A years, expense ratio of 1.38%, and benchmark CRISIL Balanced Fund - Aggressive Index. Exit load is - 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. In the growth review for 1M Month/Year, the fund recorded -5.63% returns, against a category average of -1.80% and a category best of 126.42%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -5.63 | -1.80 | 126.42 |
| 6M | -4.12 | 1.02 | 126.42 |
| 1Y | 3.29 | 4.71 | 126.42 |
| 3Y | 13.97 | 13.51 | 126.42 |
Portfolio Analysis
- Equity: 74.03%
- Debt: 25.97%
- Others
As on: 2026-02-28
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About Fund
SBI Equity Hybrid Fund Growth managed by SBI Mutual Fund,is a Aggressive Hybridscheme with Assets Under Management of ₹82,318 Crore. The fund benchmarks its performance against the CRISIL Balanced Fund - Aggressive Index while maintaining an expense ratio of 1.38. Under the expert guidance of R Srinivasan ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundBaroda BNP Paribas Hybrid Equity Fund Growth | 3 | 373.78 CR | 2.49 |
| This FundSBI Equity Hybrid Fund Growth | 4 | 82317.65 CR | 1.38 |
| This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 0 | 4063.06 CR |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundBaroda BNP Paribas Hybrid Equity Fund Growth | 15.3307 | 48.0064 |
| This FundSBI Equity Hybrid Fund Growth | 3.2934 | 48.0233 |
| This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth | 126.2548 | 126.2548 |
FAQs
SBI Equity Hybrid Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of SBI Equity Hybrid Fund Growth is 1.38. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
SBI Equity Hybrid Fund Growth’s fund performance is as follows:
- 1 Month : -5.63%
- 6 Months : -4.12%
- 1 Year : 3.29%
- 3 Years : 13.97%
You can invest in SBI Equity Hybrid Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of SBI Equity Hybrid Fund Growth is ₹82,318 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in SBI Equity Hybrid Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500