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HybridAggressive Hybrid FundDirect · Growth

SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth

SBI · Scheme 119609

353.91 0.23%NAV · 2026-09-18
61
Decent FundScore
Start SIP
AUM
₹85,634 cr
Expense ratio
0.71%
3Y CAGR
13.9%
Risk level
Moderately High
Min SIP
₹500
Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
Fund manager: Rama Iyer Srinivasan, Dinesh AhujaExit load: For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Decent · 61/100

A solid option with a few areas worth a closer look.

🎯 A middle-ground option — some growth with a cushion, good for moderate risk appetite.

📈 Why it could do well

  • 3Y CAGR: +13.9%
  • 1Y return vs category: +1.9% vs category avg
  • Positive 3Y windows: 100% of rolling 3Y windows positive

📉 What could drag it down

  • 1Y return: +6.4%
  • Beat category: beat category in 46% of windows

FundScore breakdown

61/100 · Decent
How it works →
54
Returns
Average
71
Consistency
Strong
45
Risk-adjusted
Average
64
Downside protection
Decent
75
Cost efficiency
Strong
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.