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SBI Equity Hybrid Fund - Regular Plan -Growth

(Erstwhile SBI Magnum Balanced Fund - REGULAR PLAN -Growth)
Fund House: SBI Mutual Fund
Invest in this Scheme
Category: Hybrid: Aggressive
Launch Date: 01-12-1995
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 - Aggressive Index
TER: 1.4% As on (31-07-2026)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 88,035.56 Cr As on 31-07-2026(Source:AMFI)
Turn over: 0.87%
NAV as on 11-08-2026

319.6929

-0.81 (-0.2522%)

CAGR Since Inception

13.79%

Benchmark: 11.94%

PERFORMANCE

Returns Type:
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End : 
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This Scheme
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vs
AK Hybrid Aggressive TRI
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Gold
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PPF
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Returns Type:
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  Period:  

Start :  
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RETURNS ANALYSIS

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Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
3 Years 10 Months
4 Years 2 Months
12 Years 0 Months
20 Years 7 Months
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

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.

Current Asset Allocation (%)

Indicators

Standard Deviation 10.78
Sharpe Ratio 0.73
Alpha 6.94
Beta 0.43
Yield to Maturity 7.55
Average Maturity 7.87

PEER COMPARISON

Scheme Name Inception
Date		 1 Year
Return(%)		 2 Year
Return(%)		 3 Year
Return(%)		 5 Year
Return(%)		 10 Year
Return(%)
SBI Equity Hybrid Fund - Regular Plan -Growth 01-12-1995 7.48 8.05 13.06 10.82 11.94
Bank Of India Mid & Small Cap Equity & DEBT Fund - Regular Plan Growth 05-07-2016 14.16 5.58 17.24 14.86 15.35
Quant Aggressive Hybrid Fund - Growth Option - Regular Plan 21-03-2001 13.65 3.87 13.41 12.71 15.57
Navi Aggressive Hybrid Fund - Regular Plan - Growth 23-04-2018 12.0 6.38 11.5 10.92 -
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 10.65 8.78 14.57 11.6 -
HSBC Aggressive Hybrid Fund - Regular Growth 01-01-2013 7.93 4.62 13.45 10.86 10.94
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 25-11-1999 6.94 5.08 13.23 12.27 12.49
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 02-07-2015 6.02 4.62 11.04 9.92 11.95
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 6.0 5.3 14.75 15.88 15.0
Union Aggressive Hybrid Fund - Regular Plan - Growth Option 18-12-2020 5.61 4.11 10.86 9.47 -

Scheme Characteristics

Equity & Equity related instruments - between 65% and 80% of total assets; Debt instruments - between 20% and 35% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

0.68%

Others

24.93%

Large Cap

55.93%

Mid Cap

18.46%

Scheme Documents

June 2026

Monthly Portfolio Disclosure - July 2026

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