Submit

SBI Aggresive Hybrid Fund - Regular Plan - Growth

(Erstwhile SBI Equity Hybrid 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 07-09-2026

316.397

-0.85 (-0.2696%)

CAGR Since Inception

13.72%

Benchmark: 11.82%

PERFORMANCE

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

Start :  
Period:  

RETURNS ANALYSIS

Submit
Submit
Submit

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 10.69
Sharpe Ratio 0.68
Alpha 5.62
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 Aggresive Hybrid Fund - Regular Plan - Growth 01-12-1995 5.96 6.19 11.92 9.63 11.55
Bank Of India Aggressive Hybrid Fund - Regular Plan Growth 05-07-2016 15.16 5.23 15.99 13.89 15.11
Quant Aggressive Hybrid Fund - Growth Option - Regular Plan 21-03-2001 10.66 2.66 11.63 11.59 14.92
Navi Aggressive Hybrid Fund - Regular Plan - Growth 23-04-2018 9.58 4.53 10.39 9.77 -
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 7.86 6.45 13.05 10.5 -
HSBC Aggressive Hybrid Fund - Regular Growth 01-01-2013 6.88 4.36 12.26 10.17 10.67
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 25-11-1999 4.77 3.04 11.56 11.05 11.93
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 02-07-2015 4.48 2.54 9.93 8.78 11.44
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 31-03-1991 4.17 2.09 10.33 8.21 8.79
Union Aggressive Hybrid Fund - Regular Plan - Growth Option 18-12-2020 4.12 2.9 9.76 8.17 -

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

Scheme Documents

July 2026

Monthly Portfolio Disclosure - July 2026

Feedback
Notification