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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹1000

AUM (Fund size)

₹76,292 Cr

Lock In Period

N/A

Expense Ratio

1.39

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 ₹307.9244 NAV as of Apr 17,2026 and returns since inception of 50.69%. Minimum investments start at SIP ₹500. The SBI Equity Hybrid Fund Growth AUM is ₹76,292 Cr, with a lock-in of N/A years, expense ratio of 1.39%, 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 5.06% returns, against a category average of 1.38% and a category best of 126.25%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M5.061.38126.25
6M-1.241.78126.25
1Y8.576.26126.25
3Y14.6515.41126.25

Portfolio Analysis

  • Equity: 75.00%
  • Debt: 24.73%
  • Others
As on: 2026-03-31
View allocation % by

1. ICICI Bank Ltd.3.79%
2. Kotak Mahindra Bank Ltd.3.24%
3. HDFC Bank Ltd.2.88%

1. Muthoot Finance Ltd.2.90%
2. Bajaj Finance Ltd.2.21%

1. Adani Power Ltd.2.74%
2. JSW Energy Ltd.1.17%
3. NTPC Ltd.1.00%

1. State Bank of India4.24%

1. Divi's Laboratories Ltd.2.57%
2. Sun Pharmaceutical Industries Ltd.0.40%
3. Lupin Ltd.0.25%
4. Aurobindo Pharma Ltd.0.20%

1. Bharti Airtel Ltd.3.27%

1. Infosys Ltd.1.96%
2. Tata Consultancy Services Ltd.1.24%

1. MRF Ltd.2.86%

1. Solar Industries India Ltd.2.83%

1. Avenue Supermarts Ltd.1.85%
2. Vishal Mega Mart Ltd.0.97%

1. Hindalco Industries Ltd.2.67%

1. Adani Energy Solutions Ltd.2.47%

1. Larsen & Toubro Ltd.2.37%

1. Shree Cement Ltd.2.32%

1. Reliance Industries Ltd.2.29%

1. Interglobe Aviation Ltd.2.22%

1. Coal India Ltd.1.95%

1. DLF Ltd.0.86%
2. Oberoi Realty Ltd.0.84%

1. Swiggy Ltd.0.78%
2. Meesho Ltd.0.65%
3. Brainbees Solutions Ltd.0.20%

1. Asian Paints Ltd.1.56%

1. Adani Ports and Special Economic Zone Ltd.1.55%

1. Lenskart Solutions Ltd.1.51%

1. AIA Engineering Ltd.1.38%

1. Page Industries Ltd.1.32%

1. Astral Ltd.1.11%

About Fund

SBI Equity Hybrid Fund Growth managed by SBI Mutual Fund,is a Aggressive Hybridscheme with Assets Under Management of ₹76,292 Crore. The fund benchmarks its performance against the CRISIL Balanced Fund - Aggressive Index while maintaining an expense ratio of 1.39. 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
This FundTata Retirement Savings Fund - Moderate Growth01887.73 CR2.06
This FundIDBI Hybrid Equity Fund Growth0325.68 CR2.52
This FundSBI Equity Hybrid Fund Growth476291.8 CR1.39
This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth03700.53 CR
Fund Name1Y3Y
This FundTata Retirement Savings Fund - Moderate Growth5.588749.3122
This FundIDBI Hybrid Equity Fund Growth12.059749.8316
This FundSBI Equity Hybrid Fund Growth8.573450.6912
This FundNippon India Aggressive Hybrid Fund - Segregated Portfolio 1 Growth126.2548126.2548

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 1.39. 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 : 5.06%
  • 6 Months : -1.24%
  • 1 Year : 8.57%
  • 3 Years : 14.65%
Returns of SBI Equity Hybrid Fund Growth are updated daily based on NAV of ₹ 307.9244 as on Apr 17,2026. Since inception, the return has been 50.69%.

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 ₹76,292 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