Get access to more insightful information
By signing up to Upstox today
SBI Equity Hybrid Fund Direct dividend reinvestment
Hybrid • Aggressive • Direct dividend reinvestment
Average credit rating
A
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Aggressive
Direct dividend reinvestment
Launched On
01 Jan 2013
13.3 years ago
Lock-in Period
No lock-in
NAV
as of 16 Apr 2026
₹99.33
+0.354% (0.40)
AUM
₹82,318 Cr
Expense ratio
0.71%
Benchmark
CRISIL Hybrid 35+65 - Agg
Fund Plan
Quarterly
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 12M
1%
If units sold after 12M
0%
Distribution
Market capital
What's in this fund?
Credit Rating
Sectors
Holdings
Financial Services
Basic Materials
Industrials
Consumer Cyclical
Utilities
Fund House
SBI
Inc: 01 Jan 1991 • Total AUM: ₹8,51,939 Cr • Rank #1SBI Mutual Fund, started in 1987, has State Bank of India as its sponsors. The fund house is headed by Shamsher Singh as the CEO. As of 31 March 2024, it has an AUM of ₹9,64,182 Cr. It functions under the holding company AMUNDI Asset Management.
Fund Managers
R. Srinivasan
Experience: 16.96 yrs • Total AUM: 11,12,062 Cr
Rajeev Radhakrishnan
Experience: 17.87 yrs • Total AUM: 23,48,267 Cr
Mansi Sajeja
Experience: 4.86 yrs • Total AUM: 14,68,421 Cr
Pradeep Kesavan
Experience: 2.36 yrs • Total AUM: 16,18,461 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.