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- SBI Mutual Fund
- SBI Equity Hybrid Fund (G)
SBI Equity Hybrid Fund (G)
₹ 276.09
NAV (Apr 11)
Aggressive Hybrid funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.
Aggressive hybrid funds are primarily equity funds with 20-35% invested in debt.
This makes their performance difficult to assess.
With a high Equity component, the impact of market fluctuations on these funds is also high.It is better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.
SBI Equity Hybrid Fund (G) Calculator
Investment Duration5 years
7,32,612
Total Investment4,05,816
Wealth Gained11,38,428
Total Corpus Created (₹)
With CAGR of 17.533 % in 5 yearsHistorical NAV
₹ 276.0922
NAV (Apr 11)
Fund Returns
Last 1Y | 7.8% |
Last 3Y | 10.2% |
Last 5Y | 17.5% |
Last 10Y | 10.9% |
Since Inception | 15.3% |
6 Month CAGR | -2.5% |
Scheme Information
The scheme seeks 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. The scheme will invest in a diversified portfolio of equities of high growth companies and balance the risk through investing the rest in fixed income securities.
Expense Ratio | 1.41 % |
Launched 29Y ago | 1995-12-31 |
AUM in Crores | 72555.1 |
ISIN | INF200K01107 |
Lock-in (days) | No Lock-in |
Benchmark | CRISIL Hybrid 35+65 Aggressive Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 9.4 |
Beta | 0.7 |
Sharpe Ratio | 0.4 |
Fund Managers
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Equity Hybrid Fund (G) | 11,38,428 | 4,05,816 | 17.5% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Reliance Industries Ltd.
6.08%GOI
5.57%ICICI Bank Ltd.
5.49%State Bank of India
5.25%Bharti Airtel Ltd.
5.1%
Allocation by Sector
Financial
20.36%Services
7.33%Technology
6.93%Communication
4.7%Healthcare
4.57%
Comparison with Hybrid Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 3,309 cr | ||
₹ 55,360 cr | ||
₹ 12,239 cr | ||
₹ 23,229 cr | ||
₹ 5,670 cr |
About the AMC
SBI Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
20.6% | 16.7% | ||
8.1% | 7.9% | ||
7.5% | 7.5% | ||
7.2% | 7.8% | ||
18.7% | 19% |
SBI Equity Hybrid Fund (G) Calculator
Investment Duration5 years
7,32,612
Total Investment4,05,816
Wealth Gained11,38,428
Total Corpus Created (₹)
With CAGR of 17.533 % in 5 yearsSBI Equity Hybrid Fund (G) Review
SBI Equity Hybrid Fund (G) is a Aggressive Hybrid Hybrid fund and has delivered an annualised return of 15.35% over 29 years. The fund has grown over a period of 29 years. The fund is managed by SBI Mutual Fund. The fund managers are Mansi Sajeja, Pradeep Kesavan, Rajeev Radhakrishnan, Rama Iyer Srinivasan.
Nav of SBI Equity Hybrid Fund (G) as of 4/11/2025 is ₹276.09 with the total AUM as of 4/13/2025 is ₹72555.11. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Equity Hybrid Fund (G) was launched on 1995-12-31. The category risk of the fund is Very High.
The minimum SIP amount for SBI Equity Hybrid Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
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