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SBI Balanced Hybrid Fund Direct (G) Offer Details

HybridDynamic Asset Allocation or Balanced Advantage

10

Unit Price

24 Aug, 2026

Offer Close

5000

Min Amount

Investment Objective

The investment objective of SBI Balanced Hybrid Fund Direct (G) is the scheme seeks to generate long term capital appreciation and income by investing only in equity and debt instruments.. SBI Balanced Hybrid Fund Direct (G) is very high. The new fund offer (NFO) period for SBI Balanced Hybrid Fund Direct (G) is null to 2026-08-24 with minimum investment amount of ₹ 5,000

SBI Balanced Hybrid Fund Direct (G) NFO Details

NFO Open Date
-
Offer Close
24 Aug, 2026
Unit Price
₹ 10
Min. Amount
₹ 5,000
Entry Load
Not Applicable
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 1 year.
Scheme Type
Hybrid
Fund Option
SBI Balanced Hybrid Fund Direct (G)
Benchmark
NIFTY 50 Hybrid Composite Debt 50:50 Index
Lock In Period
NIL
Fund Managers

Rajeev Radhakrishnan

Fund Manager

Tanmaya Desai

Fund Manager

Important Links
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Scheme Information Document

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Statement of Additional Information

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Portfolio Disclosure

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About the AMC

SBI Mutual Fund

The SBI Mutual Fund Trustee Company Private Limited was set up as a trust under the Trust Act of 1882. This Trust controls the SBI Mutual Fund, one of India’s largest and oldest MFs. The SBI Mutual Fund is a Joint Venture (JV) between one of India’s largest and most profitable banks, the State Bank of India, and Amundi, which is a French asset management company.amc-img
phone-img022-61793000 / 1800-425-5425
email-img[email protected]

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only

HDFC Corporate Bond Fund Direct (G)

Debt

Corporate Bond

HDFC Small Cap Fund Direct (G)

Equity

Small Cap

Bandhan Income Plus Arbitrage Active FoF Direct (G)

Debt

Income Plus Arbitrage

BHARAT Bond FOF - April 2031 Direct (G)

Debt

Target Maturity Fund

HDFC Floating Rate Debt Fund Direct (G)

Debt

Floater

HDFC Income Plus Arbitrage Active FoF Direct (G)

Debt

Income Plus Arbitrage

Nippon India Arbitrage Fund Direct (G)

Debt

Arbitrage

Aditya Birla Sun Life PSU Equity Fund Direct (G)

Equity

Sectoral / Thematic - PSU

ICICI Prudential Liquid Fund Direct (G)

Debt

Liquid

Parag Parikh Flexi Cap Fund Direct (G)

Equity

Flexi Cap

HDFC Overnight Fund Direct (G)

Debt

Overnight

BHARAT Bond ETF FOF - April 2032 Direct (G)

Debt

Target Maturity Fund

Aditya Birla Sun Life Money Manager Fund Direct (G)

Debt

Money Market

ICICI Prudential Large Cap Fund Direct (G)

Equity

Large Cap

Aditya Birla Sun Life Savings Fund Direct (G)

Debt

Ultra Short

UTI Healthcare Fund Direct (G)

Equity

Sectoral / Thematic - Pharma and Healthcare

SBI ELSS Tax Saver Fund Direct (G)

Equity

Tax Saving

Nippon India Growth Mid Cap Fund Direct (G)

Equity

Mid Cap

HDFC Flexi Cap Fund Direct (G)

Equity

Flexi Cap

DSP ELSS Tax Saver Fund Direct (G)

Equity

Tax Saving

DSP Small Cap Fund Direct (G)

Equity

Small Cap

HDFC Large and Mid Cap Fund Direct (G)

Equity

Large & Mid Cap

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Fund NameScripbox Opinion
Till Date CAGR
hdfc
HDFC Small Cap Fund Direct (G)

14.0%

18.7%

24.7%

23.5%

14.6%

18.3%

13.2%

14.8%

24.2%

16.6%

16.7%

15.4%

21.8%

18.4%

17.8%

16.2%

15.7%

16.8%

18.5%

21.5%

15.6%

13.5%