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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: 1.31% As on (30-04-2026)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 83,353.48 Cr As on 30-04-2026(Source:AMFI)
Turn over: 0.87%
NAV as on 18-05-2026

305.2419

0.68 (0.2211%)

CAGR Since Inception

13.73%

Benchmark: 11.89%

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 10.82
Sharpe Ratio 0.8
Alpha 7.29
Beta 0.44
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 3.54 8.59 13.79 11.35 12.24
quant Aggressive Hybrid Fund - Growth Option - Regular Plan 21-03-2001 8.2 4.54 14.7 13.58 15.58
BANK OF INDIA MID & SMALL CAP EQUITY & DEBT FUND - REGULAR PLAN GROWTH 05-07-2016 6.67 6.94 19.53 16.63 -
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 4.81 9.48 14.36 12.24 -
HSBC Aggressive Hybrid Fund - Regular Growth 01-01-2013 4.45 5.2 13.78 10.81 11.02
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 25-11-1999 3.42 6.81 13.77 12.4 12.85
Navi Aggressive Hybrid Fund - Regular Plan - Growth 23-04-2018 2.33 5.7 11.1 10.24 -
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 02-07-2015 2.07 6.72 12.19 10.7 12.43
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 1.77 6.95 16.64 16.78 15.67
Edelweiss Aggressive Hybrid Fund- Plan B-Growth Option 16-06-2009 0.57 6.22 14.62 13.72 12.58

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

1.0%

Others

24.61%

Large Cap

57.57%

Mid Cap

16.82%

Scheme Documents

April 2026

Monthly Portfolio Disclosure - April 2026

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