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SBI Equity Hybrid Fund - Regular Plan -Growth

(Erstwhile SBI Magnum Balanced Fund - REGULAR PLAN -Growth)

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Category: Hybrid: Aggressive
Launch Date: 01-12-1995
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
Expense Ratio: 1.38% As on (31-12-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 82,846.63 Cr As on (31-12-2025)
Turn over: 18
NAV as on 13-01-2026

307.317

-0.74 (-0.242%)

CAGR Since Inception

13.93%

CRISIL Hybrid 35+65 Aggressive Index 12.29%

PERFORMANCE of SBI Equity Hybrid Fund - Regular Plan -Growth

Scheme Performance (%) Data as on - 13-01-2026

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
SBI Equity Hybrid Fund - Regular Plan -Growth 14.7 14.33 12.58 12.49 13.93
Benchmark - - - - -
Hybrid: Aggressive 8.49 14.27 13.16 12.25 12.73

Yearly Performance (%)

Nav Movement

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)

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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.

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 0.93 1.62 1.06 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 Fund - Regular Plan -Growth 01-12-1995 14.7 12.16 14.33 12.58 12.49
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 15.29 13.78 19.14 20.18 16.45
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 02-07-2015 12.88 10.55 13.78 12.38 13.07
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 12.85 12.6 15.73 13.94 0.0
quant Aggressive Hybrid Fund - Growth Option - Regular Plan 21-03-2001 11.3 7.39 11.37 16.22 15.56
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 10.25 12.08 16.54 15.6 0.0
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 10-02-1995 9.59 10.04 14.36 11.78 10.94
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 01-02-1993 9.56 9.69 13.56 11.97 12.66
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 31-03-1991 9.16 9.82 13.38 10.41 10.17
Nippon India Aggressive Hybrid Fund - Growth Plan 05-06-2005 9.05 9.61 14.78 14.49 10.27

Asset Allocation (%)

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

Portfolio as on