SBI Equity Hybrid Fund Growth

All Cap

Diversified

Hybrid

India Multi Asset

Others

Emotionally driven

Investor Profile

4–7 yearsInvestment Horizon

HNI, UHNI, Retail Investor, Mass AffluentTarget Segments

SEBI registered equity mutual fund suitable for all investor categoriesRegulatory Fit

Sbi Equity Hybrid Fund Growth mixes stocks and bonds for balanced growth and stability.

What This Strategy Does

SBI Equity Hybrid Fund Regular Growth is an equity flexi-cap fund which captures India's ₹200 trillion consumption and financialization opportunity through a multi-cap portfolio construction, deploying capital across financials, industrials, and consumer sectors to achieve broad-based earnings growth.

Performance and Risk Analysis

Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.

Fund Performance

2.3% AnnuallyAlpha

+10.5% vs +9.5% benchmarkSince Inception

+10.8% vs +5.7% benchmark3Y Annualized

+7.9% vs +4.7% benchmark5Y Annualized

SBI Equity Hybrid Fund Growth

Benchmark Index

Benchmark Performance Comparison

SBI Equity Hybrid Fund

NIFTY 50 + FD Returns

Given the product’s limited performance history, the assessment considers the fund house’s track record and the historical performance of comparable strategies managed by the same fund house, which follow similar investment approaches. Such comparisons provide historical context only and do not represent the performance of the new product or indicate its future returns.

Risk Profile

Standard Deviation13.6%

Maximum Drawdown-8.2% | Oct 2024

Sharpe Ratio-0.22

Beta1.12

Upside Capture106%

Strategy Details

A closer look at the investment thesis, portfolio construction, and current holdings.

Core Investment Theme

Delivers a balanced approach to growth and stability. By combining equity upside with fixed-income resilience, this hybrid strategy aims to capture market opportunities while mitigating volatility. The impact is a smoother return profile that compounds steadily over time without dramatic drawdowns. Suitable for investors seeking moderate risk-adjusted returns across market cycles.

Portfolio Holdings Overview

SectoralAllocation

Financial Services25.69%

Energy & Infra10.34%

Services9.37%

Capital Goods22.08%

Utilities11.54%

Technology6.53%

Consumers14.45%

Geographic Allocation

Domestic100%

Top Stock Holdings

CompanySectorAllocation

ICICI Bank LtdFinancial Services4.34%

State Bank of IndiaFinancial Services3.96%

Solar Industries India LtdCapital Goods3.91%

6.94% Govt Stock 2036Utilities3.55%

Adani Energy Solutions LtdUtilities3.51%

Adani Power LtdUtilities3.40%

Kotak Mahindra Bank LtdFinancial Services3.21%

Bharti Airtel LtdServices2.81%

Bajaj Finance LtdFinancial Services2.70%

MRF LtdConsumers2.54%

Fund House Management

The asset management company’s track record, AUM scale, and fund manager credentials.

Fund Manager Track Record

R. Srinivasan

Lead Portfolio Manager

R. Srinivasan has experience of 34 years. Manages 23 funds at SBI Funds Management Ltd with an AUM of approximately ₹1,24,181 Cr Holds a MFM degree.

Mansi Sajeja

Co-Portfolio Manager

Ms. Mansi Sajeja has experience of 21 years. Manages 63 funds at SBI Funds Management Ltd with an AUM of approximately ₹82,847 Cr Holds a PGDBM degree.

Rajeev Radhakrishnan

Co-Portfolio Manager

Mr. Rajeev Radhakrishnan has experience of 26 years. Manages 108 funds at SBI Funds Management Ltd with an AUM of approximately ₹83,597 Cr Holds a MMS degree.

Pradeep Kesavan

Co-Portfolio Manager

Pradeep Kesavan has experience of 3 years. Manages 81 funds at SBI Funds Management Ltd with an AUM of approximately ₹91,975 Cr

CW Expert Take

SBI's fund management approach reflects their banking heritage, conservative risk frameworks with long-term conviction. They leverage extensive on-ground presence for grassroots research, particularly valuable in equity investing. Their fixed income team benefits from deep government securities market access and understanding of monetary policy transmission.

82 years

Combined Team Experience

₹ 3,82,600 Cr

Assets Under Management

Firm Overview

AMCSBI Funds Management Ltd

Total AUM₹12,41,484.56 Cr

Investment Professionals49+

Global Offices250 Cities

Operational & Regulatory Details

What it costs to invest, transaction mechanics, and regulatory disclosures you should know.

Costs and Fees

Total Expense Ratio (TER)1.38%

Exit Load1

Regulatory & Tax Information

INF200K01107

ISIN

DailyDealing Frequency

CRISIL Hybrid 35+65 - Agg TR INRBenchmark

LTCG | >1Year 12.5%% on gain above 1.25 Lakh

STCG | <1Year 20%%

Tax Implications (India)