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SBI Equity Hybrid Fund - Regular Plan - Growth

  • Regular
  • Direct
Category : Aggressive Hybrid Fund
Fund House : SBI Mutual Fund
  • Latest (Updated on 30th Jun 2025)
    Crisil Rank
  • (Updated on 31st Mar 2025)
    Crisil Rank
  • (Updated on 31st Dec 2024)
    Crisil Rank
  • (Updated on 30th Sep 2024)
    Crisil Rank
  • (Updated on 30th Jun 2024)
    Crisil Rank

Returns (NAV as on 20th October, 2025)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 13-Oct-25 10173.10 1.73% - 1.25% 3/29
1 Month 19-Sep-25 10233.70 2.34% - 0.71% 1/29
3 Month 18-Jul-25 10304.00 3.04% - 1.97% 5/29
6 Month 17-Apr-25 10961.80 9.62% - 8.10% 6/29
YTD 01-Jan-25 11267.10 12.67% - 5.43% 1/29
1 Year 18-Oct-24 11059.30 10.59% 10.53% 2.95% 1/29
2 Year 20-Oct-23 13877.60 38.78% 17.78% 16.11% 7/29
3 Year 20-Oct-22 15186.70 51.87% 14.93% 15.23% 14/29
5 Year 20-Oct-20 21984.50 119.84% 17.05% 17.37% 14/28
10 Year 20-Oct-15 32267.20 222.67% 12.42% 11.79% 8/20
Since Inception 20-Jan-05 182453.90 1724.54% 15.01% 13.26% 8/29

SIP Returns (NAV as on 20th October, 2025)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 18-Oct-24 12000 13080.51 9 % 17.05 %
2 Year 20-Oct-23 24000 27931.6 16.38 % 15.32 %
3 Year 20-Oct-22 36000 45808.79 27.25 % 16.27 %
5 Year 20-Oct-20 60000 86368.76 43.95 % 14.54 %
10 Year 20-Oct-15 120000 245016.32 104.18 % 13.67 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 0.48% 2.34% 3.04% 9.62% 12.98% 10.53% 17.78% 14.93% 17.05%
Nifty 50 0.52% 2.04% 3.50% 8.35% 9.30% 3.96% 14.97% 13.73% 16.77%
Benchmark: CRISIL Hybrid 35+65 - Aggressive Index 0.35% 1.20% 2.20% 7.00% 7.56% 4.71% 15.05% 13.73% 15.16%
Category Average 0.32% 0.71% 1.97% 8.10% 5.43% 2.95% 16.11% 15.23% 17.37%
Category Rank 4/28 1/29 5/29 6/29 1/29 1/29 7/29 14/29 14/28
Best in Category 0.77% 2.34% 5.00% 15.56% 12.98% 10.53% 20.39% 20.92% 26.70%
Worst in Category -0.11% -1.25% -1.63% 4.72% -2.31% -3.29% 12.59% 11.41% 12.73%

Best Quarters

Period This Fund Nifty 50 CRISIL Hybrid 35+65 - Aggressive Index Category Average
Q4 - 2020 17.52% 22.46% -- 15.17%
Q2 - 2020 14.50% 24.82% -- 13.88%
Q2 - 2025 10.48% 10.15% -- 5.61%

Worst Quarters

Period This Fund Nifty 50 CRISIL Hybrid 35+65 - Aggressive Index Category Average
Q1 - 2020 -18.61% -29.43% -- -21.14%
Q1 - 2023 -4.66% -4.60% -- -2.59%
Q2 - 2022 -8.44% -10.70% -- -6.39%

Forum

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