SBI Equity Hybrid Fund
Value Research Rating
Our Opinion
Riskometer
Very High
₹305.3804 -1.16%
As on 11-May-2026
Returns
Risk
This fund has Very High risk.
As per SEBI's Riskometer.
Portfolio of SBI Equity Hybrid Fund
Asset Allocation
Split between different types of investments
Market Cap Weightage
Split between categories of Equity investments
We have shifted from our proprietary CapRank classification system to SEBI’s market cap classification system with effect from 14 Jan, 2026.
Peer Comparison
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
SBI Equity Hybrid Fund
|
|
|
Very High
|
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1.31 |
|
 |
|
Very High
|
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1.49 |
||
|
|
Very High
|
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1.74 |
||
|
|
Very High
|
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1.80 |
||
|
|
Very High
|
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1.85 |
Other details of SBI Equity Hybrid Fund
Assets
₹83,353 Cr
Exit Load (Days)
1.00 (365)
Min. Investment (₹)
1,000
Min. Withdrawal (₹)
500
Min. SIP Investment (₹)
500
Min. No of Cheques
12
About SBI Equity Hybrid Fund
SBI Equity Hybrid Fund is a hybrid mutual fund scheme of SBI Mutual Fund. Launched on December 31, 1995, it is currently managed by Rama Iyer Srinivasan, Rajeev Radhakrishnan and Mansi Sajeja. The fund has an expense ratio of 1.31% with an overall AUM (Assets Under Management) of ₹83,353 Cr.
SBI Equity Hybrid Fund invests 65-80 per cent of its assets in equity stocks and the remaining 20-35 per cent in bonds. The fund allows minimum lumpsum investment of ₹1,000 and minimum SIP of ₹500.
Investment Strategy
The scheme seeks 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. The scheme will invest in a diversified portfolio of equities of high growth companies and balance the risk through investing the rest in fixed income securities.
Suitability
Aggressive Hybrid funds are suitable for investors:
- Looking to invest mostly in equity (~75%) with a small debt allocation (~25%) for moderately high returns
- Aiming for long-term wealth creation
- With a 5-8 year investment horizon
- Who are new/unfamiliar with market's ups and downs
Note:
- Invest only through SIP
Capital Gains Taxation
- If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1.25 lakh in a financial year are exempt from tax. Gains over Rs 1.25 lakh are taxed at the rate of 12.5%.
- If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 20%.
- No tax is to be paid as long as you continue to hold the units.
Disclaimer: The tax information has been prepared on a best-effort basis using information available in the public domain and other sources that Value Research considers reliable. This is not meant as tax advice, and we advise you to consult your tax advisor before making any decision. Value Research takes no responsibility and assumes no liability for any loss or damage arising from any investment or redemption decision based on this information.
Dividend Taxation
- Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 10,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.
Latest news on SBI Equity Hybrid Fund
Taking a holistic approach
1 min read•By Value Research
Schemes under SBI Mutual Fund gets Renamed
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FAQ for SBI Equity Hybrid Fund
How to Invest in SBI Equity Hybrid Fund?
Subscribers of Value Research Fund Advisor can conveniently invest in the low-cost direct plan of SBI Equity Hybrid Fund through the Value Research Fund Advisor website.
Alternatively, mutual funds can also be purchased directly from the respective fund house’s website. For example, SBI Equity Hybrid Fund can be bought from the SBI Mutual Fund website. In such a case, if you are investing in multiple funds from different fund houses, you will need to transact separately on each fund house’s website.
The third option is to invest offline, by seeking assistance from a mutual fund distributor. Most banks also act as mutual fund distributors, and you can approach your bank for help in completing your investment.
What is the current NAV of SBI Equity Hybrid Fund Today?
The latest declared NAV of SBI Equity Hybrid Fund, is ₹305.3804 as of 12-May-2026.
What are the top holdings of SBI Equity Hybrid Fund?
| Company | Percentage of Portfolio |
|---|---|
|
West Bengal State SDL 7.95 30/03/2049 |
1.22
|
|
Adani Power Ltd SR II Debenture 8.20 25/01/2029 |
1.19
|
|
Canara Bank CD 04/03/2027 |
1.10
|
|
JSW Kalinga Steel Ltd Debenture |
1.04
|
|
West Bengal State SDL 7.57 31/12/2046 |
0.85
|
What is the return of SBI Equity Hybrid Fund in the last 5 years?
Over the past five years, SBI Equity Hybrid Fund has delivered an annualised return of 11.63% as of 12-May-2026.
What is the minimum investment required in SBI Equity Hybrid Fund?
The minimum investment required to start investing in SBI Equity Hybrid Fund is ₹1,000 for the lump sum option and ₹500 for the SIP (Systematic Investment Plan) option.
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