
S
SBI Equity Hybrid Fund Direct - Growth
5 Year Absolute Returns
NAV (₹) on 09 Mar 2026
327.9190
1 Day NAV Change (₹)
-4.71164
Morningstar
3
Value Research
About Fund
NAV
NIFTY50
NAV
NIFTY50
Returns Calculator
Based on Annualised Returns
Investment Type
SIP Amount
Investment Period
5Y
₹ 32.73 L
3.50%
₹ 36.98 L
8.00%
₹ 41.36 L
12.10%
Total Investment
₹ 30,00,000
Returns
₹ 11,35,726 (37.86%)
Maturity Value
₹ 41,35,726
Disclaimer: Fixed deposits offer guaranteed returns. Mutual fund investments carry market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns.
Returns Comparison
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*The above returns are absolute.
Historical Returns
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Start SIP with as Low as ₹100.
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Asset Allocation
AUM
₹81,241.60 Cr
Cash Holding
-
Equity
-
Cash
-
Debt
-
Other
-
Sector Holdings
Sorry, No Data Available at this Moment!
Stock Holdings
Sorry, No Data Available at this Moment!
Fund Comparison
Fund Details
52W High NAV
₹ 346.6296
Min. SIP Amount
₹ 500.00
Min. Lumpsum Amount
₹ 1,000.00
AUM (in Cr.)
₹ 81,241.60
Expense Ratio
0.72%
Lock-in Period
No Lock in Period
52W Low NAV
₹ 296.3893
Inception Date
01 Jan 2013
Fund Age
13 Yrs
Benchmark
CRISIL Hybrid 35+65 - Aggressive index
Scheme Type
Open Ended
Stamp Duty
0.005% (from July 1st 2020)
Exit Load
- For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Tax Implication
- If you redeem within 1 year, STCG are taxed at 20%; If you redeem after 1 year, and returns exceed ₹1.25 Lakhs in a financial year, LTCG are taxed at 12.5%
Fund Managers
Name
R Srinivasan
Qualification
M.Com., MFM from University of Bombay.
Name
Rajeev Radhakrishnan
Qualification
B.E. (Production), MMS (Finance),Cleared Level 2 of the CFA exam conducted by CFA Institute, USA.
Name
Mansi Sajeja
Qualification
Post Graduate Diploma in Business Management, CFA
Name
Pradeep Kesavan
Qualification
B.com, MBA (Finance), CFA (USA)
Fund 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. However, there can be no assurance that the investment objective of the scheme will be achieved.
Risk-O-Meter
Investors understand that their principal will be at
Very High Risk
Risk Scale
Low
Moderately Low
Moderate
Moderately High
High
Very High
AMC Information
SBI Mutual Fund
Funds Managed
73
Assets Managed (₹ Cr)
₹ 8,87,140.84
Contact Details
Registered Address
9th Floor,Crescenzo, C-39&39,G Block, Bandra kurla complex,Bandra (east), Mumbai-400 051.
Open NFOs
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View AllFAQs
When was SBI Equity Hybrid Fund launched?
What is the current NAV of SBI Equity Hybrid Fund?
What is the AUM of SBI Equity Hybrid Fund?
What is the rate of return of SBI Equity Hybrid Fund?
- In the past 1Y: 11.97%
- In the past 3Y: 15.24%
- In the past 5Y: 12.10%
What is the expense ratio of SBI Equity Hybrid Fund?
What is exit load of SBI Equity Hybrid Fund?
What is the portfolio of SBI Equity Hybrid Fund?
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Top 3 sectoral holdings include:
How risky is investing in SBI Equity Hybrid Fund?
Who is the fund manager SBI Equity Hybrid Fund?
What is the minimum investment required in SBI Equity Hybrid Fund?
How to invest in SBI Equity Hybrid Fund directly?
- Open Demat Account on Dhan if you don't have one.
- Analyze the fund performance.
- Invest via SIP or Lumpsum.



