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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 30-01-2026

302.0391

-1.38 (-0.458%)

CAGR Since Inception

13.84%

Benchmark: 12.21%

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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  Period:  

Start :  
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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 10.47 11.75 14.48 13.32 12.44
Bandhan Aggressive Hybrid Fund-Regular Plan Growth 05-12-2016 12.91 12.47 15.94 14.78 -
ICICI Prudential Equity & Debt Fund - Growth 05-11-1999 12.46 12.68 18.89 21.36 16.47
Mirae Asset Aggressive Hybrid Fund - Regular Plan - Growth 02-07-2015 11.3 10.58 14.33 13.26 13.09
HSBC Aggressive Hybrid Fund - Regular Growth 01-01-2013 8.94 9.97 15.84 12.79 11.16
Nippon India Aggressive Hybrid Fund - Growth Plan 05-06-2005 8.84 9.59 15.1 15.38 10.34
Mahindra Manulife Aggressive Hybrid Fund - Regular Plan - Growth 19-07-2019 8.79 11.55 16.86 16.33 -
Aditya Birla Sun Life Equity Hybrid95 Fund - Regular Plan-Growth 10-02-1995 8.56 9.89 14.69 12.62 10.91
Union Aggressive Hybrid Fund - Regular Plan - Growth Option 18-12-2020 8.35 8.4 13.45 12.65 -
Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option 01-02-1993 8.33 9.57 13.91 12.74 12.84

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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