SBI Equity Hybrid Fund

Hybrid | Aggressive Hybrid Mutual Funds
 | 3
Monthly Amount Invested
  • Would Have Become
  • Invested Value
  • Total Gain
  • Returns
    -- per annum
₹500 ₹1,000 0.79 % 3★ ₹54,492 10 Years
Min SIP Min Lumpsum Expense Ratio Rating Fund Size (in Cr) Fund Age
₹500 ₹1,000 0.79 %
Min SIP Min Lumpsum Expense Ratio
3★ ₹54,492 Cr 10 Years
Rating Fund Size Fund Age

Scheme Objective

SBI Mutual Fund’s SBI Equity Hybrid Fund Regular Growth is a hybrid mutual fund scheme. It was established on December 31, 1995, and is now handled by R. Srinivasan and Dinesh Ahuja. The SBI Equity Hybrid Fund Regular Growth has returned an average of 15.46% annually since its inception. The minimum investment needed is Rs 1,000, while the minimum incremental investment required is Rs 1,000. The minimum SIP investment is Rs 500.

By investing in a combination of debt and equity, the SBI Equity Hybrid Fund hopes to offer investors the potential for long-term capital appreciation together with the liquidity of an open-ended scheme. The fund’s investments are spread out over a variety of high-growth firms’ equities and some safer fixed-income assets. SBI Equity Hybrid Fund invests at least 65% of its assets in equities and equity-related securities. At any one moment, the fund will invest between 20% and 35% of its assets in debt and money market securities.

The fund’s investment strategy and goal are to offer investors with long-term capital appreciation and the flexibility of an open-ended scheme via a diversified portfolio of debt and equity investments. High-growth company stocks will make up the bulk of the scheme’s equity investments, with fixed-income securities providing a risk-offsetting buffer.

Pros & Cons

Pros Cons

The portfolio consists of a combination of debt and equity instruments, which serves to limit risk.

Not appropriate for investors with a short or extremely short time horizon.

If you redeem after 365 days from the date of allocation, there will be no exit load.

Small-cap stocks are high-risk investments because of their extreme sensitivity to market volatility.

There is no lock-up period, so you may withdraw your investment anytime you like.

There is a possibility that you may lose your invested funds due to performance risk.

Stocks of high-growth companies are chosen using a bottom-up stock selection technique.

Liquidity risk involved.

How to invest in SBI Equity Hybrid Fund Regular Growth?

To invest in the SBI Equity Hybrid Fund Regular Growth,, 5paisa simplifies the process. The whole procedure can be finished in a very short amount of time and does not call for the submission of any paperwork. Follow the simple steps outlined below:

What is the expense ratio of the SBI Equity Hybrid Fund Regular Growth?

The yearly fees you pay to the mutual fund provider to manage your assets in that fund are known as the expense ratio of that fund. The Expense Ratio is deducted from the returns produced by the fund and is expressed as a percentage of Assets Under Management (AUM). Because a smaller portion of the profits will be taken from them, a fund with a lower cost ratio is always preferable. This implies that you will get greater returns.

Who should invest in SBI Equity Hybrid Fund Regular Growth?

Anyone who satisfies the following requirements or maintains the following standards can invest in this fund:

  • Investors that are looking for capital appreciation over a prolonged period
  • Investors that are looking to minimise their exposure to risk
  • In addition, the scheme is appropriate for novice investors who lack prior expertise in trading in turbulent market conditions.
  • Investors should have risk appetites that range from moderately high to high.
  • When considering this opportunity, prospective investors should have a minimum investment horizon of 3 to 5 years.

What are the benefits of investing in the SBI Equity Hybrid Fund Regular Growth?

The SBI Equity Hybrid Fund Regular Growth has an impressive performance record over the long term.

  • Compared to other asset types, equity offers the greatest potential for wealth generation over the long term. The programme invests between 65 and 80% of its assets in equities.
  • The debt component of the plan helps to mitigate potential losses and maintains stability even in highly turbulent market circumstances.
  • If the stock market declines owing to risk factors, the scheme should be able to control volatility and create long-term capital appreciation for investors.
  • Units purchased before January 31, 2018, and sold on or after April 1, 2018, are free from long-term capital gains tax (LTCG) on any capital gains realised before April 1, 2018. The mutual fund will cover the DDT.
  • While the investor is exempt from paying dividend tax, 11.648% (10% + 12% surcharge + 4% Health & education cess) is withheld from dividend payments before they reach the investor’s account.

Scheme Performance

Returns and Ranks ( as on 22 March 2023 )
1 Year1Y 3 Years3Y 5 Years5Y MaxMax
Trailing Returns -1.9% 18.4% 10.8% 13.8%
Category Average 1.7% 32.4% 13.3% -

Scheme Allocation

Bharti Airtel
St Bk of India
Pharmaceuticals & Biotech
Govt Securities / Sovereign
Corporate Debentures
Reverse Repos
Net Curr Ass/Net Receivables

Fund House Details

SBI Mutual Fund

SBI Equity Hybrid Fund

Fund Manager
R Srinivasan

Exit Load

Exit Load For exit within 12 months from th date of allotment. For 10% of investment - Nil For remaining investments - 1:00% For exit after 12 months from the date of allotment - NIL.

Advance Ratio

-0.02 0.63 0.6 -0.02
Alpha SD Beta Sharpe


Other Funds from the same Fund House

Peer Comparison

AMC Contact Details

SBI Mutual Fund
6,48,640 Cr
9th Floor,Crescenzo, C-39&39, G Block, Bandra kurla complex, Bandra (east), Mumbai-400 051.
Email ID:

Frequently Asked Questions

You can invest in SBI Equity Hybrid Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for SBI Equity Hybrid Fund in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
The SBI Equity Hybrid Fund has delivered 13.8% since inception
The NAV of SBI Equity Hybrid Fund is ₹212.2 as of 22 March 2023.
The expense ratio of SBI Equity Hybrid Fund is 0.79 % as of 22 March 2023.
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
The AUM of SBI Equity Hybrid Fund is ₹6,48,640 Cr as of 22 March 2023
The minimum SIP amount of SBI Equity Hybrid Fund is ₹500
The top stock holdings of SBI Equity Hybrid Fund are
  1. HDFC Bank - 7.38%
  2. ICICI Bank - 6.28%
  3. Bharti Airtel - 5.04%
  4. St Bk of India - 4.8%
  5. Infosys - 3.82%
The top sectors SBI Equity Hybrid Fund has invested in are
  1. HDFC Bank - 7.38%
  2. ICICI Bank - 6.28%
  3. Bharti Airtel - 5.04%
  4. St Bk of India - 4.8%
  5. Infosys - 3.82%
Invest Now