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SBI Aggresive Hybrid Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)

(Erstwhile SBI Equity Hybrid Fund - Regular Plan - Income Distribution Cum Capital Withdrawal Option (IDCW))
Fund House: SBI Mutual Fund
Invest in this Scheme
Category: Hybrid: Aggressive
Launch Date: 31-12-1995
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 - Aggressive Index
TER: 1.38% As on (30-08-2026)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 88,667.52 Cr As on 31-08-2026(Source:AMFI)
Turn over: 0.87%
NAV as on 25-09-2026

65.514

0.12 (0.1784%)

CAGR Since Inception

12.81%

Benchmark: 11.72%

PERFORMANCE

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

Start :  
Period:  

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 9 Months
4 Years 1 Months
27 Years 11 Months
There is no value for 10x
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 8.66
Sharpe Ratio 0.8
Alpha 1.27
Beta 0.73
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 - Income Distribution cum Capital Withdrawal Option (IDCW) 31-12-1995 2.27 3.23 11.15 8.56 11.15
Bank Of India Aggressive Hybrid Fund - Regular Plan Growth 05-07-2016 12.69 4.55 15.85 13.29 14.94
Quant Aggressive Hybrid Fund - Growth Option - Regular Plan 21-03-2001 7.09 1.19 11.98 11.05 14.79
Navi Aggressive Hybrid Fund - Regular Plan - Growth 23-04-2018 7.08 2.93 10.61 9.24 -
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 5.08 3.22 12.74 9.79 -
HSBC Aggressive Hybrid Fund - Regular Growth 01-01-2013 4.45 2.29 12.24 9.61 10.51
LIC MF Aggressive Hybrid Fund-Regular Plan-Growth 31-03-1991 4.0 0.93 10.88 8.07 8.88
SBI Aggresive Hybrid Fund - Regular Plan - Growth 01-12-1995 2.27 3.23 11.15 8.56 11.23
Union Aggressive Hybrid Fund - Regular Plan - Growth Option 18-12-2020 2.0 0.22 9.39 7.5 -
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 02-07-2015 1.72 0.43 9.56 8.14 11.3

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

0.46%

Others

25.46%

Large Cap

57.12%

Mid Cap

16.96%

Scheme Documents

July 2026

Monthly Portfolio Disclosure - August 2026

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