SBI Equity Hybrid Fund - Regular Plan - IDCW

Regular

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.
Direct

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.

Latest (Updated on 31st Dec 2006)

Crisil Rank
(Updated on 30th Sep 2006)

Crisil Rank
(Updated on 30th Jun 2006)

Crisil Rank
(Updated on 31st Mar 2006)

Crisil Rank
(Updated on 31st Dec 2005)

Crisil Rank

Returns (NAV as on 05th December, 2025)

Period Invested for	₹10000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	28-Nov-25	9975.50	-0.25%	-	-0.39%	14/29
1 Month	04-Nov-25	10046.30	0.46%	-	0.35%	15/29
3 Month	05-Sep-25	10416.90	4.17%	-	3.04%	6/29
6 Month	05-Jun-25	10426.60	4.27%	-	3.42%	8/29
YTD	01-Jan-25	11226.30	12.26%	-	5.52%	2/29
1 Year	05-Dec-24	10993.80	9.94%	9.94%	2.94%	2/29
2 Year	05-Dec-23	13233.40	32.33%	15.01%	12.91%	4/29
3 Year	05-Dec-22	14670.30	46.70%	13.61%	13.62%	13/29
5 Year	04-Dec-20	19562.10	95.62%	14.35%	15.07%	15/28
10 Year	04-Dec-15	32348.70	223.49%	12.44%	12.11%	10/20
Since Inception	31-Dec-95	702049.00	6920.49%	15.25%	13.12%	8/29

Returns Calculator

SIP Returns (NAV as on 05th December, 2025)

Period Invested for	₹1000 SIP Started on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	05-Dec-24	12000	12901.85	7.52 %	14.19 %
2 Year	05-Dec-23	24000	27283.09	13.68 %	12.84 %
3 Year	05-Dec-22	36000	44846.77	24.57 %	14.78 %
5 Year	04-Dec-20	60000	83953.52	39.92 %	13.39 %
10 Year	04-Dec-15	120000	239218.33	99.35 %	13.22 %

SIP Calculator

Compare performance

Category	1 D	1 M	3 M	6 M	YTD	1 Y	2 Y	3 Y	5 Y
This Fund	0.39%	0.46%	4.17%	4.27%	12.57%	9.94%	15.01%	13.61%	14.35%
Nifty 50	0.59%	2.30%	5.84%	5.80%	10.75%	5.98%	12.04%	11.86%	14.56%
Benchmark: CRISIL Hybrid 35+65 - Aggressive Index	0.40%	1.10%	4.12%	4.14%	8.57%	5.70%	12.47%	12.39%	13.47%
Category Average	0.28%	0.35%	3.04%	3.42%	5.52%	2.94%	12.91%	13.62%	15.07%
Category Rank	10/28	15/29	6/29	8/29	2/29	2/29	4/29	13/29	15/28
Best in Category	0.58%	1.84%	4.89%	6.81%	13.63%	10.22%	17.08%	18.58%	22.77%
Worst in Category	-0.23%	-1.77%	0.16%	-2.44%	-3.39%	-5.14%	9.44%	10.61%	11.08%

quartely results (NAV as on 05th December, 2025)

Period

This Fund

Nifty 50

CRISIL Hybrid 35+65 - Aggressive Index

Category Average

2025

12.54%

10.29%

10.38%

Q4 - 2025	3.22%	5.44%	--	0.97%
Q3 - 2025	-2.61%	-3.64%	--	-0.77%
Q2 - 2025	10.48%	10.15%	--	5.61%
Q1 - 2025	1.38%	-2.43%	--	-0.48%

2024

17.2%

8.75%

15.18%

Q4 - 2024	-4.13%	-8.34%	--	-4.17%
Q3 - 2024	5.29%	6.91%	--	6.59%
Q2 - 2024	7.45%	7.48%	--	9.75%
Q1 - 2024	4.37%	3.31%	--	4.64%

2023

15.84%

19.48%

19.35%

Q4 - 2023	7.41%	11.33%	--	8.84%
Q3 - 2023	3.97%	1.07%	--	4.80%
Q2 - 2023	9.34%	10.29%	--	6.47%
Q1 - 2023	-4.66%	-4.60%	--	-2.59%

2022

2.27%

3.24%

1.91%

Q4 - 2022	1.90%	7.76%	--	3.44%
Q3 - 2022	8.55%	8.52%	--	8.54%
Q2 - 2022	-8.44%	-10.70%	--	-6.39%
Q1 - 2022	0.15%	-0.91%	--	0.92%

2021

22.24%

23.79%

21.97%

Q4 - 2021	0.01%	-1.02%	--	1.02%
Q3 - 2021	10.06%	12.36%	--	8.92%
Q2 - 2021	6.44%	5.75%	--	8.96%
Q1 - 2021	4.66%	4.80%	--	5.88%

2020

12.33%

14.77%

12.52%

Q4 - 2020	17.52%	22.46%	--	15.17%
Q3 - 2020	3.89%	7.84%	--	8.54%
Q2 - 2020	14.50%	24.82%	--	13.88%
Q1 - 2020	-18.88%	-29.43%	--	-21.14%

2019

13.34%

11.53%

6.26%

Q4 - 2019	4.84%	7.12%	--	4.07%
Q3 - 2019	1.11%	-3.30%	--	-1.25%
Q2 - 2019	2.29%	1.68%	--	0.35%
Q1 - 2019	4.36%	6.96%	--	4.22%

2018

0--

4.09%

-2.41%

Q4 - 2018	3.09%	-1.32%	--	1.22%
Q3 - 2018	-0.77%	3.29%	--	-0.42%
Q2 - 2018	1.75%	4.36%	--	-3.05%
Q1 - 2018	-4.01%	-2.14%	--	-4.56%

2017

30.64%

27.58%

23.72%

Q4 - 2017	9.01%	5.84%	--	7.26%
Q3 - 2017	5.81%	2.54%	--	2.61%
Q2 - 2017	4.23%	3.06%	--	4.03%
Q1 - 2017	8.67%	12.16%	--	9.88%

2016

0.87%

2.72%

5.12%

Q4 - 2016	-4.09%	-6.39%	--	-3.97%
Q3 - 2016	1.89%	3.40%	--	6.41%
Q2 - 2016	4.01%	7.45%	--	5.10%
Q1 - 2016	-2.36%	-2.82%	--	-3.42%

2015

6.62%

-4.08%

1.27%

Q4 - 2015	2.54%	-0.06%	--	1.40%
Q3 - 2015	-0.14%	-5.96%	--	-0.76%
Q2 - 2015	-0.25%	-2.54%	--	-0.88%
Q1 - 2015	5.11%	2.50%	--	3.34%

2014

43.01%

31.44%

34.91%

Q4 - 2014	8.17%	4.24%	--	6.93%
Q3 -	--	4.32%	--	--
Q2 - 2014	15.89%	13.25%	--	18.01%
Q1 - 2014	0.34%	6.39%	--	5.78%

Best Quarters

Period	This Fund	Nifty 50	CRISIL Hybrid 35+65 - Aggressive Index	Category Average
Q4 - 2020	17.52%	22.46%	--	15.17%
Q4 - 2020	16.12%	22.46%	--	15.17%
Q2 - 2014	15.89%	13.25%	--	18.01%

Worst Quarters

Period	This Fund	Nifty 50	CRISIL Hybrid 35+65 - Aggressive Index	Category Average
Q1 - 2020	-18.88%	-29.43%	--	-21.14%
Q2 - 2022	-8.44%	-10.70%	--	-6.39%
Q1 - 2020	-18.78%	-29.43%	--	-21.14%