Investment type
SBI Equity Hybrid Fund - Direct (G) is a mutual fund under the Balanced category, managed by SBI Mutual Fund. It was launched on 07 Feb 1992, and has been active for over 33 years. As of 30 Jun 2025 the fund manages assets worth ₹77,794 Crores. The expense ratio is 0.73%.
This fund generated returns of 8.89% in the last 1 year. Since its inception, it has provided an average annual return of 14.97%.
The fund's investments are mainly concentrated in sectors like Debt, Banks, Finance, Telecom-Services and Retailing.
The top five holdings in this fund include prominent companies such as HDFC Bank, TREPS, GSEC2034, Bharti Airtel and ICICI Bank.
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.
Balanced funds have moderate risk as they invest in both stocks and bonds, providing a mix of growth and stability.
Yes, if you seek a balanced approach with a mix of growth potential and income.
Medium to long-term holding (3 to 5 years) is recommended to balance growth and income.
Yes, but for steady returns, holding for a few years is best.
Expense ratios typically range from 1% to 1.5%, depending on the fund's mix.
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