SBI Equity Hybrid Fund
Diversified
Hybrid
India Multi Asset
Others
Aggressive growth
Investor Profile4–7 yearsInvestment Horizon
HNI, UHNI, Retail Investor, Mass AffluentTarget Segments
SEBI registered equity mutual fund suitable for all investor categoriesRegulatory Fit
SBI EQUITY HYBRID FUND - IDCW mixes stocks and bonds for balanced growth and stability.
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
5.1% AnnuallyAlpha
+9.8% vs +9.9% benchmarkSince Inception
+11.8% vs +6.3% benchmark3Y Annualized
+9.6% vs +6.5% benchmark5Y Annualized
SBI Equity Hybrid Fund
Benchmark Index
Benchmark Performance Comparison
Sbi Equity Hybrid Fund
NIFTY 50 + FD Returns
Risk Profile
Standard Deviation10.4%
Sharpe Ratio0.56
Beta1.01
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
HDFC Bank LtdFinancial Services6.94%
6.79% Govt Stock 2034Utilities5.85%
ICICI Bank LtdFinancial Services4.40%
Solar Industries India LtdCapital Goods4.25%
Bharti Airtel LtdServices4.17%
Kotak Mahindra Bank LtdFinancial Services3.84%
Divi's Laboratories LtdServices3.41%
State Bank of IndiaFinancial Services3.22%
MRF LtdConsumers3.12%
Infosys LtdTechnology3.10%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.39%
Regulatory & Tax Information
INF200K01115
ISINDailyDealing Frequency
CRISIL Hybrid 35+65 - Agg TR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)