SBI Equity Hybrid Fund - Regular Plan -Growth
(Erstwhile SBI Magnum Balanced Fund - REGULAR PLAN -Growth )
Category: Hybrid: Aggressive
Launch Date: 01-12-1995
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
Expense Ratio: 1.39% As on ( 31-07-2025)
Status: Open Ended Schemes
Minimum Topup: 1000.0
Total Assets: 77,793.99 Cr As on ( 31-07-2025)
Turn over: 18
NAV as on 12-08-2025
295.6656
-1.78 ( -0.6035% )
CAGR Since Inception
13.99%
CRISIL Hybrid 35+65 Aggressive Index 12.22%
Performance of SBI Equity Hybrid Fund - Regular Plan -Growth
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.

Returns Calculator for SBI Equity Hybrid Fund - Regular Plan -Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
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.

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 COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
SBI Equity Hybrid Reg Gr 01-12-1995 8.01 15.58 13.03 15.84 11.85
Bandhan Aggr Hyb Fund Reg Gr 05-12-2016 7.08 16.46 14.45 17.98 0.0
PGIM India Aggr Hybrid Equity Fund Gr 29-01-2004 5.9 12.45 12.42 13.91 8.08
DSP Aggressive Hybrid Fund Reg Gr 26-05-1999 5.12 16.6 15.16 17.06 12.04
ICICI Pru Equity & Debt Gr 05-11-1999 4.68 19.42 18.77 24.5 15.25
Invesco India Aggressive Hybrid Reg Gr 15-06-2018 3.97 18.67 15.81 16.11 0.0
Nippon India Aggressive Hybrid Fund Gr Plan 05-06-2005 3.54 14.97 15.12 18.74 9.78
Edelweiss Aggr Hybrid Plan B Gr 16-06-2009 3.32 17.53 16.77 19.45 12.15
Edelweiss Aggr Hybrid Reg Gr 12-08-2009 3.32 17.48 16.69 19.39 12.1
Mirae Asset Aggressive Hybrid Reg Gr 02-07-2015 3.04 13.54 12.72 15.65 12.29

Asset Allocation (%)

PORTFOLIO ANALYSIS of SBI Equity Hybrid Fund - Regular Plan -Growth

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

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