SBI EQUITY HYBRID FUND - Direct - Growth
A Hybrid Scheme by SBI Funds Management Limited
3Y Returns (CAGR)
13.43%
Expense Ratio
0.71%
as of 01/05/2026
AUM
₹4,784.43 Cr
Qtr End: Mar 26
NAV
₹341.443
as of 03/06/2026
3Y Returns (CAGR)
13.43%
Expense Ratio
0.71%
as of 01/05/2026
AUM
₹4,784.43 Cr
Qtr End: Mar 26
NAV
₹341.443
as of 03/06/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | 2.65% | 11.03% | 15.46% |
| 6M | -0.87% | -1.74% | 13.09% |
| 1Y | 2.46% | 2.46% | 10.37% |
| 3Y | 45.93% | 13.43% | 9.66% |
| 5Y | 71.70% | 11.42% | 9.71% |
Scheme Details
- Launch Date
- 01/01/2005
- Fund Age
- 21.4 years
- Minimum Investment
- ₹5,000
- Fund House
- SBI Mutual Fund
- Category
- Hybrid Scheme
- Sub-category
- Aggressive Hybrid Fund (Hybrid Scheme)
Similar Funds
Top funds in the same category and sub-category.
| Scheme | 3Y CAGR (%) | TER (%) | AUM (Cr) |
|---|---|---|---|
| Bandhan Aggressive Hybrid Fund - Direct - Growth | 14.61% | 0.60% | ₹54.5 |
| SBI EQUITY HYBRID FUND - Direct - Growth | 13.43% | 0.71% | ₹4,784.43 |
| ICICI Prudential Equity & Debt Fund - Direct - Growth | 15.81% | 0.92% | ₹12,527.3 |
| Mirae Asset Aggressive Hybrid Fund - Direct - Growth | 12.11% | 0.46% | ₹1,832.67 |
| Kotak Aggressive Hybrid Fund - Direct - Growth | 13.70% | 0.47% | ₹951.03 |
| HSBC Aggressive Hybrid Fund - Direct - Growth | 13.46% | 0.82% | ₹373.58 |
| Edelweiss Aggressive Hybrid Fund - Direct - Growth | 14.75% | 0.47% | ₹427.75 |