sbi-equity-hybrid-fund-direct-g

SBI Equity Hybrid Fund - Direct (G)

  1. Equity
  2. Popular Funds
  • NAV as on Jun 24, 2025 ₹332.09
  • Total Returns 15.17% p.a.

Historical NAV, Returns and Performance

  • High
  • Low
  • CAGR
sbi-equity-hybrid-fund-direct-g

Overview of SBI Equity Hybrid Fund - Direct (G)

  • Fund House
    SBI Equity Hybrid Fund
  • Fund Size
    ₹75,639 Cr
  • Expense Ratio
    0.73%
  • Benchmark
    CRISIL Hybrid 35+65 - Aggressive Index
  • Risk Level
    Very High
  • Inception Date
    Jan 02, 2013
  • Lock-in period
    0
  • Exit Load
    For exit within 12 months from the date of allotment. For 10% of investment - Nil For remaining investments - 1:00% For exit after 12 months from the date of allotment - NIL.
  • Minimum SIP Investment
    ₹500
  • Minimum Lump sum Investment
    ₹1000
  • Short Term Capital Gains
    20% (if redeemed within 1 year)
  • Long Term Capital Gains
    12.5% on profit of ₹1,25,000 if redeemed after 1 year

SBI Equity Hybrid Fund - Direct (G) Returns Calculator

Investment type

Years
Total Invested Amount
₹ 12,00,000
Profit
₹ 12,00,000
Total Projected Returns
₹ 12,00,000
Annualised Returns
p.a.
Years
Total Invested Amount
Profit
₹1,00,000
Total Projected Returns
₹1,00,000
Annualised Returns
% p.a.

SBI Equity Hybrid Fund - Direct (G) Performance vs Category

Time Period

  • 1 month
  • 3 months
  • 6 months
  • 1 year
  • 3 years
  • 5 years

This Fund

  • 1.64%
  • 7.28%
  • 8.89%
  • 12.42%
  • 17.96%
  • 18.6%

Category Average

  • 1.08%
  • 6.74%
  • 2.49%
  • 5.82%
  • 18.48%
  • 19.28%

Fund Asset Allocation

Top holdings

Top Sectors

  • Debt
    28.79%
  • Banks
    16.47%
  • IT-Software
    6.11%
  • Finance
    5.61%
  • Telecom-Services
    4.84%
  • Chemicals & Petrochemical
    3.87%

More about SBI Equity Hybrid Fund - Direct (G)

SBI Equity Hybrid Fund - Direct (G) is a mutual fund under the Popular Funds category, managed by SBI Mutual Fund. It was launched on 07 Feb 1992, and has been active for over 33 years. As of 31 Mar 2025 the fund manages assets worth ₹75,639 Crores. The expense ratio is 0.73%.

This fund generated returns of 12.42% in the last 1 year. Since its inception, it has provided an average annual return of 15.17%.

The fund's investments are mainly concentrated in sectors like Debt, Banks, IT-Software, Finance and Telecom-Services.

The top five holdings in this fund include prominent companies such as HDFC Bank, GSEC2034, ICICI Bank, Solar Industries and Bharti Airtel.

Fund Managers

  • Rajeev Radhakrishnan
  • Mansi Sajeja
  • Pradeep Kesavan
  • R Srinivasan

Investment Objective

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.

sbi-equity-hybrid-fund-direct-g

Frequently Asked Questions about SBI Equity Hybrid Fund - Direct (G)

  1. Are {{fund_type}} risky?

    Risk varies based on fund type – equity funds carry higher risk, while liquid funds are low-risk.

  2. Should I invest in {{fund_type}}?

    Yes, if you are looking for steady growth with a reasonable level of risk involved.

  3. How long should I stay invested in {{fund_type}}?

    These funds are Ideal for both short-term (liquid funds) and long-term (equity and hybrid funds) investors, depending on the specific fund chosen.

  4. Can I withdraw my investment from {{fund_type}} anytime?

    Yes, these popular funds are generally liquid, though early withdrawal may affect returns depending on market conditions.

  5. What are the expenses involved in {{fund_type}}?

    Varies for each fund, depending on its category.

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