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SBI Equity Hybrid Fund Growth Return

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Showing Funds Performance since Sep 07, 2020

SBI Equity Hybrid Fund Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹83,353 Cr

Lock In Period

N/A

Expense Ratio

1.31

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

Benchmark

CRISIL Balanced Fund - Aggressive Index

Summary

SBI Equity Hybrid Fund Growth NAV is ₹312.5698 as of 29 May, 2026. SBI Equity Hybrid Fund Growth has delivered 48.57% returns since its launch. The minimum SIP investment amount in SBI Equity Hybrid Fund Growth is ₹500. The AUM of SBI Equity Hybrid Fund Growth is ₹83,353 Cr. The expense ratio of the fund is 1.31%, and its benchmark is CRISIL Balanced Fund - Aggressive Index. The current exit load of the fund 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 last 1M months, SBI Equity Hybrid Fund Growth has delivered 0.95% returns.

SBI Equity Hybrid Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.950.36126.25
6M0.121.84126.25
1Y5.495.37126.25
3Y14.1115.59126.25

Portfolio Analysis

  • Equity: 73.00%
  • Debt: 26.98%
  • Others
As on: 2026-04-30
View allocation % by

1. ICICI Bank Ltd.3.64%
2. Kotak Mahindra Bank Ltd.3.22%
3. HDFC Bank Ltd.2.50%

1. Adani Power Ltd.3.70%
2. JSW Energy Ltd.1.28%
3. NTPC Ltd.0.91%

1. Muthoot Finance Ltd.2.88%
2. Bajaj Finance Ltd.2.36%

1. State Bank of India4.23%

1. Solar Industries India Ltd.3.32%

1. Adani Energy Solutions Ltd.3.25%

1. Bharti Airtel Ltd.3.17%

1. Infosys Ltd.1.69%
2. Tata Consultancy Services Ltd.1.19%

1. Avenue Supermarts Ltd.1.82%
2. Vishal Mega Mart Ltd.1.03%

1. MRF Ltd.2.65%

1. Hindalco Industries Ltd.2.62%

1. Divi's Laboratories Ltd.2.57%

1. Larsen & Toubro Ltd.2.48%

1. Reliance Industries Ltd.2.23%

1. Interglobe Aviation Ltd.2.22%

1. Coal India Ltd.1.91%

1. DLF Ltd.0.92%
2. Oberoi Realty Ltd.0.90%

1. Shree Cement Ltd.1.71%

1. Meesho Ltd.0.82%
2. Swiggy Ltd.0.75%
3. Brainbees Solutions Ltd.0.13%

1. Asian Paints Ltd.1.61%

1. Lenskart Solutions Ltd.1.42%

1. Page Industries Ltd.1.40%

1. AIA Engineering Ltd.1.37%

About Fund SBI Equity Hybrid Fund Growth

SBI Equity Hybrid Fund Growth managed by SBI Mutual Fund,is a Aggressive Hybridscheme with Assets Under Management of ₹83,353 Crore. The fund benchmarks its performance against the CRISIL Balanced Fund - Aggressive Index while maintaining an expense ratio of 1.31. 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.

Fund Managers

R Srinivasan

Mr. Srinivasan holds M.Com & MFM. He is having experience of more than 19 years in the area of financial services. Prior to joining SBI Funds Management Pvt. Ltd. was with Future Capital Holding, asset management and financial services entity of the Future Group, where he worked as Head - Portfolio Management and was responsible for Portfolio Management & Equity Research. Before that he worked with many organizations viz: Principal PNB AMC; Imperial Investment Advisor; Indosuez W.I. Carr Securities; Inquire Indian Equity Research); Sunidhi Consultancy (Research unit); Capital Market Publishers etc.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Tata Retirement Savings Fund - Moderate Growth02113.71 CR2.07
HSBC Aggressive Hybrid Fund Growth55423.98 CR1.87
SBI Equity Hybrid Fund Growth483353.48 CR1.31
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth03958.21 CR
Fund Name1Y3Y
This FundTata Retirement Savings Fund - Moderate Growth4.664148.0943
This FundHSBC Aggressive Hybrid Fund Growth6.830848.2429
This FundSBI Equity Hybrid Fund Growth5.494748.574
This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth126.2548126.2548

SBI Equity Hybrid Fund Growth 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 1.31. 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 : 0.95%
  • 6 Months : 0.12%
  • 1 Year : 5.49%
  • 3 Years : 14.11%
Returns of SBI Equity Hybrid Fund Growth are updated daily based on NAV of ₹ 312.5698 as on May 27,2026. Since inception, the return has been 48.57%.

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 ₹83,353 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.