SBI Equity Hybrid Fund-Growth
SBI Equity Hybrid Fund-Growth: Mutual Fund Overview
SBI Equity Hybrid Fund-Growth is an Aggressive Hybrid mutual fund with over 30.2 years of performance history. The scheme manages an AUM of ₹82317.64 Cr and has a NAV of ₹295.0228. It is rated '3' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 9.59%.
Hybrid, Aggressive Hybrid, Principal at very high risk
1 Year Return 9.59% at 12 Mar 2026 08:07 PM
Fund Details
NAV 295.0228
Sub-Type Aggressive Hybrid
Rating 3
Min. SIP Amount ₹500.0
Fund Age(Year) 30.2
Fund Size(in Crores) 82317.64
Fund Performance
1 Month -5.26%
3 Month -4.05%
6 Month -1.78%
1 Year 9.59%
3 Year 14.2%
5 Year 10.84%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (96.67%) Market Cap Small Cap 1.18 Mid Cap 3.37 Large Cap 92.12 Top Sectors Financial 35.31 Automobile 8.84 Healthcare 7.97 Technology 7.38 Energy 7.2 Services 5.98 Construction 4.52 Consumer Staples 4.5 Communication 3.47 Capital Goods 3.41 Unclassified 2.46 Materials 2.01 Consumer Discretionary 1.94 Metals & Mining 1.68 Top Holding Tata Steel 1.68 Britannia Industries 1.58 Swiggy 1.59 Varun Beverages 1.79 Maruti Suzuki India 1.41 ICICI Bank 9.1 Divi's Laboratories 0.51 NTPC 1.31 Mankind Pharma 1.78 HCL Technologies 1.83 ICICI Prudential Asset Management Company 2.46 Godrej Consumer 1.13 Mahindra & Mahindra 2.24 HDFC Bank 7.97 Eicher Motors 1.27 Bharti Airtel 3.47 Shriram Finance 5.13 Tata Motors 1.33 Delhivery 1.14 Kotak Mahindra Bank 2.74 TVS Motor Company 2.55 Reliance Industries 5.89 Eternal 3.25 Polycab India 3.41 Lupin 1.82 Apollo Hospitals Enterprise 2.48 Titan Company 1.94 Infosys 4.12 Axis Bank 4.02 Ultratech Cement 2.01 Tech Mahindra 1.43 Sun Pharmaceutical Industries 1.38 TVS Motor Company - Pref. Shares 0.04 Larsen & Toubro 4.52 State Bank of India 6.35
Debt & Others (3.33%) Sector Allocation Net Payables -0.18 Repo 3.51 Debt Credit Ratings Debt Category Others 3.33
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-Growth Ret 1M -8.4% Ret 1Y 6.7% Ret 3Y 13.71% Ret 5Y 11.36%
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Ret 1M -8.4% Ret 1Y 6.7% Ret 3Y 13.71% Ret 5Y 11.36%
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Reinvestment Ret 1M -8.4% Ret 1Y 6.7% Ret 3Y 13.71% Ret 5Y 11.36%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-Growth Ret 1M -6.92% Ret 1Y 11.88% Ret 3Y 16.61% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Ret 1M -6.92% Ret 1Y 11.88% Ret 3Y 16.61% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Reinvestment Ret 1M -6.92% Ret 1Y 11.88% Ret 3Y 16.61% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-Growth Ret 1M -8.04% Ret 1Y 6.77% Ret 3Y 11.77% Ret 5Y 10.1%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Ret 1M -8.04% Ret 1Y 6.77% Ret 3Y 11.77% Ret 5Y 10.1%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Reinvestment Ret 1M -8.04% Ret 1Y 6.77% Ret 3Y 11.77% Ret 5Y 10.1%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-Growth Ret 1M -5.23% Ret 1Y 12.07% Ret 3Y 19.86% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-IDCW Ret 1M -5.23% Ret 1Y 12.07% Ret 3Y 19.86% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.38%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Mansi Sajeja
Education Ms. Sajeja is a CFA and has done Post Graduate Diploma in Business Management.
Experience Prior to joining SBIFMPL, she was Rating Analyst at ICRA Limited.
Rama Iyer Srinivasan
Education Mr. Srinivasan is M.Com and MFM.
Experience Prior to joining SBI Mutual Fund he has worked with Principal AMC, Oppenheimer & Co, Indosuez WI Carr and Motilal Oswal.
Rajeev Radhakrishnan
Education Mr. Radhakrishnan is B.E (Production), MMS (Finance) and CFA.
Experience Prior to joining SBI AMC he has worked with UTI Asset Management Company Ltd.
Pradeep Kesavan
Education Mr. Kesavan has done B.Com, MBA (Finance) and CFA
Experience Prior to joining SBI MF, he has worked with Elara Capital, Accenture Strategy, Morgan Stanley and 3i Infotech
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 14
Date of Incorporation 1995-12-31
Total AUM 1268212.63
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.