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SBI Equity Hybrid Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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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)

₹85,633 Cr

Lock In Period

N/A

Expense Ratio

1.38

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

SBI Equity Hybrid Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.76-0.65126.25
6M4.991.62126.25
1Y4.443.24126.25
3Y12.3912.43126.25

Portfolio Analysis

  • Equity: 74.60%
  • Debt: 25.37%
  • Others
As on: 2026-06-30
View allocation % by

1. ICICI Bank Ltd.4.34%
2. Kotak Mahindra Bank Ltd.3.21%
3. HDFC Bank Ltd.2.52%

1. Bajaj Finance Ltd.2.70%
2. Muthoot Finance Ltd.2.45%

1. Adani Power Ltd.3.40%
2. JSW Energy Ltd.1.70%

1. Coforge Ltd.1.69%
2. Tata Consultancy Services Ltd.1.66%
3. Infosys Ltd.1.52%

1. State Bank of India3.96%

1. Solar Industries India Ltd.3.91%

1. Adani Energy Solutions Ltd.3.51%

1. Bharti Airtel Ltd.2.81%

1. Avenue Supermarts Ltd.1.69%
2. Vishal Mega Mart Ltd.0.96%

1. MRF Ltd.2.54%

1. Interglobe Aviation Ltd.2.51%

1. Larsen & Toubro Ltd.2.49%

1. Reliance Industries Ltd.2.27%

1. Adani Enterprises Ltd.2.09%

1. DLF Ltd.0.94%
2. Oberoi Realty Ltd.0.93%

1. Divi's Laboratories Ltd.1.77%

1. Shree Cement Ltd.1.74%

1. AIA Engineering Ltd.1.72%

1. Asian Paints Ltd.1.69%

1. Page Industries Ltd.1.53%

1. Coal India Ltd.1.49%

1. Meesho Ltd.0.80%
2. Swiggy Ltd.0.64%

1. Lenskart Solutions Ltd.1.38%

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 ₹85,633 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.

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
HSBC Equity Hybrid Fund Growth1474 CR2.47
Kotak Aggressive Hybrid Fund - Growth48,961 CR1.88
SBI Equity Hybrid Fund Growth485,633 CR1.38
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth04,013 CR
Fund Name1Y3Y
This FundHSBC Equity Hybrid Fund Growth-0.203141.0916
This FundKotak Aggressive Hybrid Fund - Growth3.773941.9074
This FundSBI Equity Hybrid Fund Growth4.442441.9475
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 1.38. 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 : 0.76%
  • 6 Months : 4.99%
  • 1 Year : 4.44%
  • 3 Years : 12.39%
Returns of SBI Equity Hybrid Fund Growth are updated daily based on NAV of ₹ 314.5344 as on Jul 28,2026. Since inception, the return has been 41.95%.

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 ₹85,633 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.