HybridAggressive Hybrid FundDirect · Growth
SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth
SBI · Scheme 119609
₹356.36▼ 0.38%NAV · 2026-08-05
Decent FundScore
AUM
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Expense ratio
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3Y CAGR
13.8%
Risk level
Moderately High
Min SIP
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Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +1.54% |
| 3 Months | +4.15% |
| 6 Months | +5.11% |
| 1 Year | +7.66% |
| 3 Years (CAGR) | +13.80% |
| 5 Years (CAGR) | +11.56% |
| 10 Years (CAGR) | +12.90% |
| Since Launch | +14.45% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns55
Consistency74
Risk-adjusted46
Downside protection64
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +13.8%
- ✓ 1Y return vs category: +1.9% vs category avg
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Return stability: rolling-return std 4.1%
- ✓ Volatility: 11% annualised
What to watch
- • 1Y return: +7.7%
- • Beat category: beat category in 50% of windows
- • Sortino ratio: 0.82
Risk metrics
Sharpe ratio
0.71
Sortino ratio
0.82
Volatility
11.15%
Max drawdown
-27.49%
Downside capture
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SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.