Investt

Asset Class

Mixed Asset

Status

Open Ended Schemes

Fund Managers

Mr. R Srinivasan, Mr. Rajeev Radhakrishnan, Ms. Mansi Sajeja, Mr. Pradeep Kesavan,

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. 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.

Benchmark

CRISIL Hybrid 35+65 Aggressive Index

Expense Ratio

1.39% As on (31-07-2025)

Minimum Investment | Top up

1000.0 | 1000.0

Total Assets

77,793.99 Cr As on (31-07-2025)

PERFORMANCE of SBI Equity Hybrid Fund - Regular Plan -Growth

Scheme Performance
Yearly Performance

Scheme Performance (%)

Data as on - 12-08-2025

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
SBI Equity Hybrid Fund - Regular Plan -Growth	8.01	13.03	15.84	11.85	13.99
Benchmark	-	-	-	-	-
Hybrid: Aggressive	1.83	14.01	17.31	11.4	12.94

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RETURNS CALCULATOR for SBI Equity Hybrid Fund - Regular Plan -Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

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Key Performance and Risk Statistics of SBI Equity Hybrid Fund - Regular Plan -Growth

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
SBI Equity Hybrid Fund - Regular Plan -Growth	8.66	0.94	7.58	0.07	7.55	7.87
Hybrid: Aggressive	-	-	-	-	-	-

Peer Comparison

Scheme Name	5Y (%)
SBI Equity Hybrid Reg Gr	15.84
Bandhan Aggr Hyb Fund Reg Gr	17.98
PGIM India Aggr Hybrid Equity Fund Gr	13.91
DSP Aggressive Hybrid Fund Reg Gr	17.06
ICICI Pru Equity & Debt Gr	24.5
Invesco India Aggressive Hybrid Reg Gr	16.11
Nippon India Aggressive Hybrid Fund Gr Plan	18.74
Edelweiss Aggr Hybrid Plan B Gr	19.45
Edelweiss Aggr Hybrid Reg Gr	19.39
Mirae Asset Aggressive Hybrid Reg Gr	15.65

Asset Allocation

Sectors

Sector	Holdings (%)
Financial Services	24.53
Consumer Services	5.23
Services	5.09
Telecommunication	4.97
Information Technology	4.47
Healthcare	4.26
Automobile and Auto Components	3.6
Chemicals	3.27
Construction Materials	2.77
Metals & Mining	2.43

Portfolio Holdings

Company	Holdings (%)
HDFC BANK LIMITED EQ NEW FV RE. 1/-	7.0
TREPS	4.51
6.79% CGL 2034	4.37
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-	4.18
ICICI BANK LIMITED EQ NEW FV RS. 2/-	4.0
KOTAK MAHINDRA BANK LIMITED EQ NEW F.V RS.5/-	3.56
STATE BANK OF INDIA EQ NEW RE. 1/-	3.38
SOLAR INDUSTRIES INDIA LIMITED EQ NEW FV RS. 2/-	3.27
MRF LIMITED EQ	3.23
DIVIS LABORATORIES LIMITED EQ NEW RS. 2/-	3.14

SBI Equity Hybrid Fund - Regular Plan -Growth