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sbi equity hybrid fund regular growth
SBI Equity Hybrid Fund Regular Growth

SBI Equity Hybrid Fund Regular Growth

  • Very High Risk
  • Allocation
  • Aggressive Allocation
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NAV as on Jul 15, 2025
i
Price per unit of the scheme.
304.60450.36%1 Day Change
2.16%
Minimum Investment₹1000
Expense Ratio2.01%

FUND RATING

A holistic measure of the rank of a fund relative to its peers. Top funds receive a score of 5.
3
Scheme Rating

RISK-O-METER

Level of risk associated with a mutual fund to help investors make informed investment decisions
 

bt_logoFUND PERFORMANCE

As On Jan 01, 2023
Compare fund’s performance against category average across different time periods


No Data Found.
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
For calculating Category Return & Scheme Ranking, only Growth & Direct schemes are considered.

bt_logoFUND COMPARISON

This Fund
SBI Equity Hybrid Fund Regular Growth
VS


No Data Found.
*For the other fund, rescaled NAVs are used
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bt_logoRETURN CALCULATOR

Check the return on your investment in the fund
SBI Equity Hybrid Fund Regular Growth
Investment Type
Monthly Investment
Time Period (yrs)
Annual Return in %
  • Invested Amount
    0
  • Return
    0
  • Current Value
    0

bt_logoFUND MANAGER

R. Srinivasan
R. Srinivasan
i
Lead Fund Manager.
Jan 1, 2012 - Present
  • Fund Manager Rank15Out of 33
    i
    Rank measured on the basis of consistent alpha the fund manager delivered in the same category over a period of three years (factors only Direct plan, Growth option)
  • Schemes managed8
  • Total AUM1,99,178.24 Cr
  • Highest Return In 1 Yr10.23 %
Other Funds
  • table
  • card
1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
₹ 203.93
5.19%
3.08%
Very High Risk
34,028.06Cr
₹ 121.43
2.34%
2.09%
Very High Risk
21,747.17Cr
₹ 409.90
2.18%
-%
Very High Risk
6,366.36Cr
SBI Small Cap Fund Direct Plan Growth
Very High Risk
  • NAV₹ 203.93
  • Fund Size34,028.06Cr
Fund Return5.19%
Category Return3.08%
SBI Flexicap Fund Direct Growth
Very High Risk
  • NAV₹ 121.43
  • Fund Size21,747.17Cr
Fund Return2.34%
Category Return2.09%
SBI Magnum Global Fund Direct Growth
Very High Risk
  • NAV₹ 409.90
  • Fund Size6,366.36Cr
Fund Return2.18%
Category Return--
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Dinesh Ahuja
Dinesh Ahuja
i
Lead Fund Manager.
Jan 1, 2012 - Present
  • Schemes managed16
  • Total AUM1,61,202.37 Cr
  • Highest Return In 1 Yr10.51 %
Other Funds
  • table
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1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
--
₹ 45.47
4.45%
-%
Very High Risk
3,589.14Cr
--
₹ 14.70
0.77%
-%
Moderately High risk
179.48Cr
--
₹ 16.11
1.68%
1.37%
Very High Risk
35,565.97Cr
SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth
Very High Risk--
  • NAV₹ 45.47
  • Fund Size3,589.14Cr
Fund Return4.45%
Category Return--
SBI Retirement Benefit Fund - Conservative Plan Direct Growth
Moderately High risk--
  • NAV₹ 14.70
  • Fund Size179.48Cr
Fund Return0.77%
Category Return--
SBI Balanced Advantage Fund Direct Growth
Very High Risk--
  • NAV₹ 16.11
  • Fund Size35,565.97Cr
Fund Return1.68%
Category Return1.37%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Mohit Jain
Mohit Jain
i
Lead Fund Manager.
Feb 28, 2021 - Present
  • Schemes managed43
  • Total AUM5,89,214.74 Cr
  • Highest Return In 1 Yr20.12 %
Other Funds
  • table
  • card
1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
--
₹ 45.47
4.45%
-%
Very High Risk
3,589.14Cr
--
₹ 17.91
3.43%
2.22%
Very High Risk
20,558.87Cr
--
₹ 16.11
1.68%
1.37%
Very High Risk
35,565.97Cr
SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth
Very High Risk--
  • NAV₹ 45.47
  • Fund Size3,589.14Cr
Fund Return4.45%
Category Return--
SBI Multicap Fund Direct Growth
Very High Risk--
  • NAV₹ 17.91
  • Fund Size20,558.87Cr
Fund Return3.43%
Category Return2.22%
SBI Balanced Advantage Fund Direct Growth
Very High Risk--
  • NAV₹ 16.11
  • Fund Size35,565.97Cr
Fund Return1.68%
Category Return1.37%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Rajeev Radhakrishnan
Rajeev Radhakrishnan
i
Lead Fund Manager.
Dec 1, 2023 - Present
  • Schemes managed22
  • Total AUM3,21,047.89 Cr
  • Highest Return In 1 Yr10.51 %
Other Funds
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1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
₹ 16.10
0.65%
0.53%
Moderate Risk
25,097.73Cr
₹ 3,336.38
0.61%
0.51%
Low to Moderate Risk
4,073.70Cr
₹ 3,653.81
0.64%
0.54%
Moderate Risk
14,729.39Cr
SBI Corporate Bond Fund Direct Growth
Moderate Risk
  • NAV₹ 16.10
  • Fund Size25,097.73Cr
Fund Return0.65%
Category Return0.53%
SBI Banking and PSU Fund Direct Plan Growth
Low to Moderate Risk
  • NAV₹ 3,336.38
  • Fund Size4,073.70Cr
Fund Return0.61%
Category Return0.51%
SBI Magnum Low Duration Fund Direct Plan Growth
Moderate Risk
  • NAV₹ 3,653.81
  • Fund Size14,729.39Cr
Fund Return0.64%
Category Return0.54%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Pradeep Kesavan
Pradeep Kesavan
i
Lead Fund Manager.
Dec 1, 2023 - Present
  • Schemes managed46
  • Total AUM6,12,684.47 Cr
  • Highest Return In 1 Yr20.12 %
Other Funds
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1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
₹ 49.59
0.83%
0.59%
Moderately High risk
2,244.78Cr
₹ 44.72
0.63%
0.54%
Moderate Risk
30,117.56Cr
₹ 34.38
0.68%
0.60%
Moderate Risk
14,733.18Cr
SBI Credit Risk Fund Direct Plan Growth
Moderately High risk
  • NAV₹ 49.59
  • Fund Size2,244.78Cr
Fund Return0.83%
Category Return0.59%
SBI Savings Fund Direct Plan Growth
Moderate Risk
  • NAV₹ 44.72
  • Fund Size30,117.56Cr
Fund Return0.63%
Category Return0.54%
SBI Short Term Debt Fund Direct Growth
Moderate Risk
  • NAV₹ 34.38
  • Fund Size14,733.18Cr
Fund Return0.68%
Category Return0.60%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)
Mansi Sajeja
Mansi Sajeja
i
Lead Fund Manager.
Dec 1, 2023 - Present
  • Schemes managed6
  • Total AUM1,49,407.29 Cr
  • Highest Return In 1 Yr10.23 %
Other Funds
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1M
3M
6M
1Y
3Y
5Y
Fund NameMorningstar RatingNAVFund ReturnCategory ReturnRiskFund Size
₹ 79.90
1.56%
0.78%
Moderately High risk
9,643.02Cr
₹ 26.61
1.36%
0.89%
High Risk
5,430.84Cr
₹ 34.38
0.68%
0.60%
Moderate Risk
14,733.18Cr
SBI Conservative Hybrid Fund Direct Plan Growth
Moderately High risk
  • NAV₹ 79.90
  • Fund Size9,643.02Cr
Fund Return1.56%
Category Return0.78%
SBI Equity Savings Direct Growth
High Risk
  • NAV₹ 26.61
  • Fund Size5,430.84Cr
Fund Return1.36%
Category Return0.89%
SBI Short Term Debt Fund Direct Growth
Moderate Risk
  • NAV₹ 34.38
  • Fund Size14,733.18Cr
Fund Return0.68%
Category Return0.60%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

bt_logoDETAILED PORTFOLIO

As on Jun, 2025
EQUITY (74.71%)
DEBT (19.86%)
CASH (5.43%)
Allocation by Market Cap
Large Cap(51.18%)
Mid Cap(19.32%)
Small Cap(2.57%)
Industry Holdings
  • Banks Regional24.66%
  • Specialty Chemicals7.63%
  • Credit Services7.42%
  • Telecom Services7.03%
  • Information Technology Services6.44%
  • Drug Manufacturers Specialty Generic4.28%
Stock Holdings
  • HDFC Bank Ltd6.87%
  • Bharti Airtel Ltd4.34%
  • Solar Industries India Ltd4.00%
  • ICICI Bank Ltd3.86%
  • Kotak Mahindra Bank Ltd3.85%
  • Divi's Laboratories Ltd3.20%

bt_logoPERFORMANCE MEASURES

Fund evaluation across critical parameters for better decision making. Study period is 3 years.
  • Consistency
    i
    It represents the consistency of a fund in beating its benchmark.
    ----
  • Downside Risk
    i
    Measured by Maximum Drawdown which shows the maximum loss from a peak to a nadir over a specified time period
    ----
  • Risk Adjusted Return
    i
    Risk adjusted return represents the return generated after factoring the risk taken to achieve it.
    ----
  • Volatility
    i
    Volatility represents the standard deviation of fund returns that is, how much the fund returns have deviated from the average.
    ----
  • Upside Capture Ratio
    i
    Fund performance relative to the index when the market is up. An upside capture ratio of >100 indicates better fund performance.
    ----
  • Downside Capture Ratio
    i
    Fund performance relative to the index when the market is down. A downside capture ratio of <100 indicates better fund performance.
    ----

bt_logoHISTORICAL RISK MEASURES

Statistical measures to evaluate mutual fund risk. All ratios are calculated for a three-year time duration.
  • Alpha: Excess return of the fund over benchmark
    i
    Any Alpha above zero is considered good. However, for comparison, a fund with a higher Alpha is considered better. Alpha is normally used in conjunction with Beta. If the Beta is high, it implies that the fund manager took a high risk to generate Alpha.
    1.56
    This Fund
    VS
    1.66
    Category Avg
  • R-Squared: How well the fund tracks benchmark
    i
    R-Squared measures the correlation of fund returns and its benchmark returns. It varies between 0 and 1. The metric, Beta makes no sense if R-Squared is equal to zero. Thus, both Beta and R-Squared should be used in conjunction. A fund with a high R-Squared and low Beta is considered a less risky fund.
    91.92
    This Fund
    VS
    87.54
    Category Avg
  • Beta: Risk of the fund in relation to benchmark
    i
    Beta >1 indicates that the fund is more volatile than its benchmark while Beta < 1 indicates that the fund is less volatile than its benchmark. The Beta of the benchmark is equal to 1.
    0.94
    This Fund
    VS
    1.05
    Category Avg
  • Sharpe Ratio: Risk adjusted return of the fund
    i
    Sharpe Ratio is a measure of return per unit of risk. A higher Sharpe ratio indicates better risk adjusted return given by the fund.
    1.14
    This Fund
    VS
    1.10
    Category Avg
  • Sortino Ratio: Return per unit of bad risk
    i
    A variation of Sharpe ratio, Sortino considers only the downside risk. Unlike Sharpe ratio which considers both good risk and bad risk, Sortino factors only the bad risk. A high Sortino ratio indicates better return for each unit of downside risk.
    2.06
    This Fund
    VS
    1.92
    Category Avg
  • Standard Devation: Volatility of the fund
    i
    Standard deviation is a measure of dispersion of fund returns from its average return. A fund with a higher Standard deviation is more volatile than a fund with a low standard deviation.
    9.11
    This Fund
    VS
    10.51
    Category Avg
Benchmark used in calculation : S&P BSE 500 India TR INR

bt_logoPEER ANALYSIS

1M
3M
6M
1Y
3Y
5Y
  • card
  • table
Fund NameMorningstar RatingNAV Fund Return Category ReturnRisk Fund Size
₹ 20.85
3.71%
2.02%
Very High Risk
₹ 120.52 Cr
₹ 131.07
2.70%
2.02%
Very High Risk
₹ 214.21 Cr
₹ 31.67
2.59%
2.02%
Very High Risk
₹ 47.86 Cr
₹ 122.76
2.59%
2.02%
Very High Risk
₹ 822.48 Cr
₹ 32.51
2.55%
2.02%
Very High Risk
₹ 9,057.55 Cr
--
₹ 18.23
2.47%
2.02%
Very High Risk
₹ 651.94 Cr
Navi Equity Hybrid Fund Regular Growth
Very High Risk
  • NAV₹ 20.85
  • Fund Size₹ 120.52 Cr
Fund Return3.71%
Category Return2.02%
PGIM India Hybrid Equity Fund Growth Option
Very High Risk
  • NAV₹ 131.07
  • Fund Size₹ 214.21 Cr
Fund Return2.70%
Category Return2.02%
Shriram Hybrid Equity Fund Regular Growth
Very High Risk
  • NAV₹ 31.67
  • Fund Size₹ 47.86 Cr
Fund Return2.59%
Category Return2.02%
JM Equity Hybrid Fund Growth
Very High Risk
  • NAV₹ 122.76
  • Fund Size₹ 822.48 Cr
Fund Return2.59%
Category Return2.02%
Mirae Asset Hybrid Equity Fund -Regular Plan-Growth
Very High Risk
  • NAV₹ 32.51
  • Fund Size₹ 9,057.55 Cr
Fund Return2.55%
Category Return2.02%
Union Hybrid Equity Fund Regular Growth
Very High Risk--
  • NAV₹ 18.23
  • Fund Size₹ 651.94 Cr
Fund Return2.47%
Category Return2.02%
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

bt_logoTOP FUNDS FROM THIS AMC

1M
3M
6M
1Y
3Y
5Y
  • card
  • table
Fund NameMorningstar RatingNAV Fund Return Category Return Risk Fund Size (Cr)
--
₹ 18.99
6.66%
--
Very High Risk
₹ 944.71 Cr
₹ 203.93
5.19%
3.08%
Very High Risk
₹ 34,028.06 Cr
--
₹ 45.47
4.45%
--
Very High Risk
₹ 3,589.14 Cr
--
₹ 19.55
4.32%
--
Very High Risk
₹ 1,422.27 Cr
--
₹ 11.05
4.00%
2.47%
Very High Risk
₹ 10,450.59 Cr
--
₹ 9.97
3.96%
--
Very High Risk
₹ 5,651.72 Cr
SBI International Access - US Equity FoF Direct Growth
Very High Risk--
  • NAV₹ 18.99
  • Fund Size₹ 944.71 Cr
1 Month Return6.66%
Category Return--
SBI Small Cap Fund Direct Plan Growth
Very High Risk
  • NAV₹ 203.93
  • Fund Size₹ 34,028.06 Cr
1 Month Return5.19%
Category Return3.08%
SBI Magnum Children's Benefit Fund- Investment Plan Direct Growth
Very High Risk--
  • NAV₹ 45.47
  • Fund Size₹ 3,589.14 Cr
1 Month Return4.45%
Category Return--
SBI Nifty Smallcap 250 Index Fund Direct Growth
Very High Risk--
  • NAV₹ 19.55
  • Fund Size₹ 1,422.27 Cr
1 Month Return4.32%
Category Return--
SBI Energy Opportunities Fund Direct Growth
Very High Risk--
  • NAV₹ 11.05
  • Fund Size₹ 10,450.59 Cr
1 Month Return4.00%
Category Return2.47%
SBI Automotive Opportunities Fund Direct Growth
Very High Risk--
  • NAV₹ 9.97
  • Fund Size₹ 5,651.72 Cr
1 Month Return3.96%
Category Return--
Returns <= 1 year are absolute and > 1 year are annualised (CAGR)

bt_logoABOUT THE AMC

company icon
SBI Funds Management Ltd
SBI Funds Management Ltd manages assets worth ₹ 11,43,118.19 crores. It’s current offering of mutual fund schemes includes 46 equity, 70 debt and 15 hybrid schemes.
phone icon
Phone
022 - 61793000
mail icon
Email
partnerforlife@sbimf.com
aum
AUM
11,43,118.19 Cr (
As on May 31, 2025
)
location
Address
C-38 & 39, G Block, Bandra Kurla Complex, Mumbai,400 051

bt_logoFAQ's

What is the category of SBI Equity Hybrid Fund Regular Growth ?
The category of SBI Equity Hybrid Fund Regular Growth is Allocation - Aggressive Allocation
What is the current NAV of SBI Equity Hybrid Fund Regular Growth ?
The current NAV of SBI Equity Hybrid Fund Regular Growth as on Jul 15, 2025 is ₹304.60
How safe is SBI Equity Hybrid Fund Regular Growth ?
The risk level of SBI Equity Hybrid Fund Regular Growth is Very High.
What are short term returns given by SBI Equity Hybrid Fund Regular Growth ?
The return given by SBI Equity Hybrid Fund Regular Growth in 1 month is 2.16%, 3 months is 8.40%, 6 months is 12.29%, and 1 year is 9.51%
What are the long term returns given by SBI Equity Hybrid Fund Regular Growth ?
The return given by SBI Equity Hybrid Fund Regular Growth in 3 years is 16.52% and 5 years is 17.76%.
What is the expense ratio of SBI Equity Hybrid Fund Regular Growth ?
The expense ratio of SBI Equity Hybrid Fund Regular Growth is 2.01%
What is the AUM of SBI Equity Hybrid Fund Regular Growth ?
The assets under Management (AUM) of SBI Equity Hybrid Fund Regular Growth is Rs 75,639.24 crores.
What is the minimum investment in SBI Equity Hybrid Fund Regular Growth ?
The minimum Lumpsum investment in SBI Equity Hybrid Fund Regular Growth is ₹1,000.00 and the minimum SIP investment in SBI Equity Hybrid Fund Regular Growth is ₹1,000.00
What is the asset allocation of SBI Equity Hybrid Fund Regular Growth?
SBI Equity Hybrid Fund Regular Growth has an exposure of 74.71% in Equity, 19.86% in Debt and 5.43% in Cash & Money Market Securities