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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: 1.38% As on (31-12-2025)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 82,846.63 Cr As on 31-12-2025(Source:AMFI)
Turn over: 18%
NAV as on 04-02-2026

307.052

1.22 (0.3984%)

CAGR Since Inception

13.89%

Benchmark: 12.26%

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 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 8.75
Sharpe Ratio 0.93
Alpha 1.62
Beta 1.06
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 10.35 11.77 14.76 12.18 12.77
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 12.6 12.82 16.35 13.84 -
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 12.27 12.58 19.3 19.77 16.85
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 02-07-2015 10.97 10.81 14.42 12.05 13.5
HSBC Aggressive Hybrid Fund - Regular Growth 01-01-2013 10.25 10.87 15.94 11.85 11.67
quant Aggressive Hybrid Fund - Growth Option - Regular Plan 21-03-2001 10.02 5.7 13.55 16.61 15.96
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 25-11-1999 9.17 12.03 15.43 14.07 14.02
Nippon India Aggressive Hybrid Fund - Growth Plan 05-06-2005 8.56 9.67 15.22 14.04 10.83
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 10-02-1995 8.48 10.17 14.8 11.61 11.38
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 01-02-1993 8.41 9.84 13.95 11.68 13.39

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

1.84%

Others

24.69%

Large Cap

56.43%

Mid Cap

17.04%

Scheme Documents

There are no scheme documents available

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