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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 (31-05-2026)
Status: Open Ended Schemes
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 85,633.48 Cr As on 30-06-2026(Source:AMFI)
Turn over: 0.87%
NAV as on 13-07-2026

314.7365

-0.43 (-0.1379%)

CAGR Since Inception

13.77%

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 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 3.46 6.55 12.92 10.95 11.95
Quant Aggressive Hybrid Fund - Growth Option - Regular Plan 21-03-2001 11.27 3.9 14.52 13.3 15.68
Bank Of India Mid & Small Cap Equity & DEBT Fund - Regular Plan Growth 05-07-2016 9.25 4.53 18.86 14.65 -
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 7.78 8.31 14.18 11.82 -
HSBC Aggressive Hybrid Fund - Regular Growth 01-01-2013 6.34 3.1 13.03 10.76 10.84
Navi Aggressive Hybrid Fund - Regular Plan - Growth 23-04-2018 6.24 5.24 11.24 10.74 -
Kotak Aggressive Hybrid Fund - Regular Plan -Growth 25-11-1999 4.64 4.29 13.29 12.06 12.54
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 3.99 5.44 15.65 16.6 15.16
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 02-07-2015 3.05 4.04 11.22 10.15 12.07
Nippon India Aggressive Hybrid Fund - Growth Plan 05-06-2005 2.48 3.49 11.72 11.45 9.63

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

0.76%

Others

25.48%

Large Cap

56.92%

Mid Cap

16.84%

Scheme Documents

May 2026

Monthly Portfolio Disclosure - May 2026

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