Hybrid
●
Aggressive Hybrid
Current NAV
₹297.64
Expense Ratio
1.41%
Min SIP
₹500
Fund Size
₹68440Cr
Min Investment
₹1.00K
Lock In
NA
Scheme Information Document
Exit load: Nil for 10% of investments and 1% for remaining investment on or before 12M, Nil after 12M
Alpha
0.12%
Beta
0.94
Sharpe Ratio
0.32067
Risk
13.66%
Above numbers are based upon past 3 years
Would have become
₹1,49,748.59
(6.64)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
R. Srinivasan
SBI Equity Hybrid FundTotal assets under management
₹1116.71L Crores
Date of incorporation
7 Feb 1992
Ans.
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Ans. The SBI Equity Hybrid Fund has an AUM of ₹68440.30 Cr as on 7/30/2025. The scheme has delivered CAGR returns for the past 3 years against a category average of 14.79%. The risk is Very High against the category average of 51.25.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on hybrid funds: If equity allocation is 65% or above: STCG of 20% is applicable if units are sold within one year of purchase. For units sold after one year of purchase, LTCG of 12.5% is levied on gains above ₹1.25 lakhs in a financial year.
If debt allocation in a hybrid fund is 65% or more, gains are added to income and taxed as per slab rate irrespective of the holding period.
Ans. There is no lock-in period applicable on SBI Equity Hybrid Fund.
Ans. The expense ratio of SBI Equity Hybrid Fund is 1.41%.