RS
R. SrinivasanLead
Since Jan 2012
AUM managed
₹2,14,984.45Cr
Tenure
Since Jan 2012
Funds
6
SBI Equity Hybrid Fund Reg Gr
Aggressive Hybrid FundSBI Mutual Fund
NAV
₹305.96
+0.42% today
AUM
₹88,667.52 Cr
Fund size
Expense
1.40%
Regular plan
Min SIP
₹500
per month
Min Lumpsum
₹1,000
one-time
Exit Load
1.0
on redemption
Fund snapshot
Category rank#4 of 29
Risk-o-meterVery High Risk
BenchmarkCRISIL Hybrid 35+65 - Agg TR INR (100%)
Number of holdings45
Inception19 Jan 2005
Exit load1.0
Risk metrics
Alpha2.33
Beta1.02
Sharpe ratio0.6
Standard deviation10.68%
Sortino ratio0.95
Capital gains tax
Hybrid
STCG · short-term
20%Short-term gains taxed at 20%
Equity-oriented hybrid fund gains apply when units are sold within 12 months.
LTCG · long-term
12.5%Long-term gains taxed at 12.5%
Equity-oriented hybrid fund gains apply when units are sold after 12 months.
Hybrid fund taxation depends on equity orientation and holding period; this scheme is treated as equity-oriented.
Fund managers
RR
Since Dec 2023
AUM managed
₹2,79,246.99Cr
Tenure
Since Dec 2023
Funds
12
MS
Since Dec 2023
AUM managed
₹1,75,066.36Cr
Tenure
Since Dec 2023
Funds
5
PK
Since Dec 2023
AUM managed
₹2,84,176.48Cr
Tenure
Since Dec 2023
Funds
14
About SBI Equity Hybrid Fund Reg Gr
SBI Equity Hybrid Fund Reg Gr is an open-ended Aggressive Hybrid Fund mutual fund scheme offered by SBI Mutual Fund under the regular plan with the growth option. Its latest net asset value (NAV) is ₹305.96 per unit and the scheme manages ₹88,667.52 Cr in assets under management. The fund charges an expense ratio of 1.40% and is benchmarked against CRISIL Hybrid 35+65 - Agg TR INR (100%). Over the trailing 5 years, SBI Equity Hybrid Fund Reg Gr has delivered +7.75% returns. SEBI's riskometer places this scheme in the Very High Risk category, so read the scheme information document before investing.
Investment objective
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.
Regular Plan · Growth option · NAV as of 15 Oct 2026
SBI Equity Hybrid Fund Reg Gr returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -0.43% | -2.82% |
| 3 months | -2.72% | -2.90% |
| 6 months | +0.40% | +1.15% |
| 1 year | -0.61% | -1.94% |
| 3 years | +10.42% | +9.21% |
| 5 years | +7.75% | +7.99% |
Rolling returns
| Period | Fund | Category average |
|---|---|---|
| 1 month | -- | -4.36% |
| 3 months | +2.74% | -1.91% |
| 6 months | +4.46% | +7.69% |
| 1 year | +7.73% | -0.02% |
| 3 years | +43.40% | +28.43% |
| 5 years | +68.69% | +46.61% |
Past performance is not indicative of future returns. Mutual fund investments are subject to market risks; read all scheme related documents carefully.
SBI Equity Hybrid Fund Reg Gr — frequently asked questions
What is the NAV of SBI Equity Hybrid Fund Reg Gr?
The latest net asset value (NAV) of SBI Equity Hybrid Fund Reg Gr is ₹305.96 per unit, +0.42% over the previous trading day. NAV is declared by the AMC at the end of every business day.
What returns has SBI Equity Hybrid Fund Reg Gr delivered?
SBI Equity Hybrid Fund Reg Gr has returned +7.75% over the trailing 5 years (1 year: -0.61%, 3 years: +10.42%). Returns beyond one year are annualised. Past performance does not guarantee future returns.
What is the expense ratio of SBI Equity Hybrid Fund Reg Gr?
SBI Equity Hybrid Fund Reg Gr charges an expense ratio of 1.40% per annum. The expense ratio is deducted from the scheme's assets, so the NAV you see is already net of it.
How risky is SBI Equity Hybrid Fund Reg Gr?
SEBI's riskometer classifies SBI Equity Hybrid Fund Reg Gr as Very High Risk, which is typical for a Aggressive Hybrid Fund scheme. Match the scheme's risk level to your own risk tolerance and investment horizon before investing.
What is the minimum investment in SBI Equity Hybrid Fund Reg Gr?
You can start a SIP in SBI Equity Hybrid Fund Reg Gr from ₹500 per month, and the minimum lumpsum investment is ₹1,000.
Who manages SBI Equity Hybrid Fund Reg Gr?
SBI Equity Hybrid Fund Reg Gr is managed by SBI Mutual Fund, holds ₹88,667.52 Cr in assets under management and invests across 45 holdings. This page covers the regular plan with the growth option.
Scheme identifiers
- Fund house
- SBI Mutual Fund
- Scheme category
- Hybrid
- Scheme sub-category
- Aggressive Hybrid Fund
- Plan
- Regular plan
- Option
- Growth
- ISIN
- INF200K01107
- Scheme code
- FSGBR0719J