SBI Equity Hybrid Fund Regular Growth
- Aggressive Allocation
- Hybrid
- Very High Risk
Rating:
3
Key Metrics
Aum
₹85,633.48 Cr
Expense Ratio
1.38%
Exit Load
1.00%
Min. Investment
₹1,000.00
Min. SIP
₹500.00
Launch Date
19 Jan 2005
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +1.08% | -- |
| 3 Months | +3.08% | -- |
| 6 Months | +4.24% | -- |
| 1 Year | +7.07% | +7.07% |
| 2 Years | -- | +8.63% |
| 3 Years | +44.33% | +13.01% |
| 5 Years | +67.14% | +10.82% |
| Since Launch | +1762.02% | +14.54% |
Holdings as on 9 Aug 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| ICICI Bank | 3,713.04 | 4.34 |
| State Bank of India | 3,388.77 | 3.96 |
| Solar Industries India | 3,346.59 | 3.91 |
| 6.94% Govt Stock 2036 | 3,043.53 | 3.55 |
| Adani Energy Solutions | 3,008.82 | 3.51 |
| Adani Power | 2,909.01 | 3.40 |
| Kotak Mahindra Bank | 2,745.75 | 3.21 |
| Bharti Airtel | 2,407.60 | 2.81 |
| Bajaj Finance | 2,310.93 | 2.70 |
| MRF | 2,172.94 | 2.54 |
Morning Star Rating
Rating:
3
Risk
Return
Risk & Volitility
0.61
Sharpe Ratio
10.73%
Std. Deviation
4.06%
Tracking Error
0.14%
Alpha
1.08
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| ICICI Prudential Equity & Debt Fund Growth | +6.07% | +14.77% | +15.8% |
| SBI Equity Hybrid Fund Regular Growth | +7.07% | +13.01% | +10.82% |
| Canara Robeco Equity Hybrid Fund Growth | +5.5% | +11.41% | +9.89% |
| DSP Aggressive Hybrid Fund Growth | +0.1% | +11.08% | +9.18% |
| HDFC Hybrid Equity Fund Growth | -1.17% | +7.36% | +8.97% |
Results are calculated on CAGR basis
About Fund
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.
The SBI Equity Hybrid Fund Regular Growth has an AUM of 85633.48 crores & has delivered CAGR of 10.82 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.38%. The minimum investment in SBI Equity Hybrid Fund Regular Growth is Rs 1000 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Medium & High respectively.
The fund has a present cash holding of %. The top holdings of the fund include ICICI Bank, State Bank of India, Solar Industries India, 6.94% Govt Stock 2036.
The major sectors where the fund is invested are Regional Banks, Electric Utilities, Software & Programming, Chemical Manufacturing.
Some of the similar funds are ICICI Prudential Equity & Debt Fund Growth, SBI Equity Hybrid Fund Regular Growth, Canara Robeco Equity Hybrid Fund Growth, DSP Aggressive Hybrid Fund Growth, HDFC Hybrid Equity Fund Growth. SBI Equity Hybrid Fund Regular Growth has a sharpe ratio of 0.61 & a standard deviation of 10.73%.
FAQs
According to the morning star rating SBI Equity Hybrid Fund Regular Growth has a Medium risk & High return.
SBI Equity Hybrid Fund Regular Growth is managed by R. Srinivasan,Rajeev Radhakrishnan,Mansi Sajeja,Pradeep Kesavan.
The expense ratio of SBI Equity Hybrid Fund Regular Growth is 1.38%.
The 5 year annualized return on SBI Equity Hybrid Fund Regular Growth is 10.82% & it has generated 7.07% in the last 1 year.
The minimum investment in SBI Equity Hybrid Fund Regular Growth is 1000 Rs.
SBI Equity Hybrid Fund Regular Growth has an AUM of 85633.48 crores.
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