Our Opinion
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Clear AllValue Research Rating
Our Opinion
Riskometer
Very High
₹308.1944 0.09%
As on 20-Apr-2026
As per SEBI's Riskometer.
Split between different types of investments
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.
|
Fund name
|
Rating |
Our Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|---|---|---|---|---|---|---|
|
SBI Equity Hybrid Fund
|
|
|
Very High
|
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1.39 |
|
 |
|
Very High
|
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1.54 |
||
 |
|
Very High
|
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1.76 |
||
|
|
Very High
|
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1.74 |
||
|
|
Very High
|
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1.88 |
₹76,292 Cr
1.00 (365)
1,000
500
500
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 1.39% with an overall AUM (Assets Under Management) of ₹76,292 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:
Note:
Capital Gains Taxation
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
1 min read•By Value Research
1 min read•By Value Research
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.
The latest declared NAV of SBI Equity Hybrid Fund, is ₹308.1944 as of 21-Apr-2026.
| Company | Percentage of Portfolio |
|---|---|
|
West Bengal State SDL 7.95 30/03/2049 |
1.33
|
|
Adani Power Ltd SR II Debenture 8.20 25/01/2029 |
1.30
|
|
West Bengal State SDL 7.57 31/12/2046 |
1.25
|
|
Canara Bank CD 04/03/2027 |
1.17
|
|
JSW Kalinga Steel Ltd Debenture |
1.15
|
Over the past five years, SBI Equity Hybrid Fund has delivered an annualised return of 12.63% as of 21-Apr-2026.
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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