RS
R. SrinivasanFund Manager Since 1 Jan 2012
AllocationAggressive Allocation
SBI Equity Hybrid Fund Direct Growth
3Y Annualised
15.29%
0.09% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
7.07%
0.09% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
4 years 10 months
NIFTY 50
6 years 5 months
FD
9 years 7 months
Fund info
Fund size
₹76291.79 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹1000
Exit load
0.01%
For exit within 12 months from the date of allotment: For 10% of investment – Nil, For remaining investments – 1.00%. For exit after 12 months from the date of allotment – Nil.
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Quant Aggressive Hybrid Fund Growth Option Direct Plan
12.15%
2nd
Quant Aggressive Hybrid Fund Direct Plan Reinvestment of Income Distribution cum capital wthdrwl opt
12.15%
3rd
Quant Aggressive Hybrid Fund Direct Plan Payout of Income Distribution cum capital withdrawal option
12.15%
4th
Quant Aggressive Hybrid Fund Payout of Income Distribution cum capital withdrawal option
12.03%
5th
Quant Aggressive Hybrid Fund Reinvestment of Income Distribution cum capital withdrawal option
12.03%
111st
SBI Equity Hybrid Fund Direct Growth
7.07%
Fund Managers
DA
Dinesh AhujaFund Manager Since 1 Jan 2012
MJ
Mohit JainFund Manager Since 28 Feb 2021
About SBI Equity Hybrid Fund Direct Growth
SBI Equity Hybrid Fund Direct Growth is a Allocation mutual fund scheme from SBI Funds Management Ltd. This fund has been in existence for 13 years, having been launched on 2013-01-01. SBI Equity Hybrid Fund Direct Growth has ₹76291.79 Cr worth of assets under management (AUM) as of Fri May 08 2026. The latest Net Asset Value (NAV) of SBI Equity Hybrid Fund Direct Growth as of Thu May 07 2026 is ₹345.1252. The fund has an expense ratio of 0.71%, which is medium comparable to most other Allocation funds.
SBI Equity Hybrid Fund Direct Growth returns for the last 1 year are 7.84%. Since launch, it has delivered 14.49% average annual returns.
The SBI Equity Hybrid Fund Direct Growth has the majority of its money invested in Financial Services, Communication Services, Consumer Cyclical, Basic Materials, Utilities sectors.
Top 5 Holdings of SBI Equity Hybrid Fund Direct Growth.
- State Bank of India: 4.24%
- ICICI Bank Ltd: 3.79%
- Bharti Airtel Ltd: 3.27%
- Kotak Mahindra Bank Ltd: 3.24%
- Muthoot Finance Ltd: 2.90%
AMC Information
| Name | SBI Funds Management Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| partnerforlife@sbimf.com | |
| Phone | 022 - 61793000 |
| Website | www.sbimf.com |
| Address | 9th Floor, Crescenzo,,C-38 & 39, G Block, Bandra Kurla Complex,,Bandra (East), Mumbai |
Tax Implications of SBI Equity Hybrid Fund Direct Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
