Should I invest in SBI EQUITY HYBRID FUND?

We don't give personal investment advice. SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth is suitable for an investor whose:horizon is 3-5 years — too short for pure equity, too long for pure debtwants a single fund that automatically rebalances between equity and debtis comfortable trading some upside for lower volatility vs a pure equity fundCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 12.7%. 5-year CAGR: 11.72%.

SBI

SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth

Latest NAV

₹341.4430

As of

3 Jun 2026

3,308 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	+0.47%	+4.36%	-3.89	5 / 30	Q1
1W	-0.63%	+2.94%	-3.57	3 / 30	Q1
2W	+1.08%	+4.15%	-3.07	4 / 30	Q1
1M	-0.07%	+3.24%	-3.31	6 / 30	Q1
3M	+2.38%	+3.65%	-1.27	5 / 30	Q1
6M	-0.55%	+0.91%	-1.46	5 / 30	Q1
YTD	-0.63%	+0.57%	-1.20	5 / 30	Q1
1Y	+4.75%	+5.12%	-0.36	7 / 30	Q1
2Y	+8.61%	+6.03%	+2.58	3 / 30	Q1
3Y	+14.12%	+13.60%	+0.52	11 / 30	Q2
4Y	+12.91%	+13.47%	-0.56	17 / 29	Q3
5Y	+11.72%	+12.07%	-0.35	13 / 27	Q2
7Y	+12.80%	+13.22%	-0.42	13 / 25	Q3
10Y	+12.95%	+12.69%	+0.25	8 / 19	Q2
Inception	+14.31%	+12.86%	+1.45	6 / 30	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-0.63%	-3.75%	+3.12	4 / 29
2025	+12.75%	+10.33%	+2.42	3 / 30
2024	+15.08%	+17.99%	-2.92	22 / 30
2023	+16.77%	+21.88%	-5.10	28 / 30
2022	+2.99%	+3.88%	-0.89	17 / 28
2021	+24.07%	+26.63%	-2.55	19 / 27
2020	+13.49%	+15.17%	-1.68	17 / 26
2019	+13.97%	+9.11%	+4.86	5 / 24
2018	+1.26%	-1.88%	+3.14	6 / 20
2017	+28.25%	+25.86%	+2.39	6 / 20
2016	+4.55%	+6.34%	-1.79	11 / 17

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+16.11%

152 windows

min -14.6% · max 57.6%

92% positive

3-Year rolling

+14.13%

127 windows

min 2.1% · max 25.7%

100% positive

5-Year rolling

+13.92%

103 windows

min 4.4% · max 19.8%

100% positive

7-Year rolling

+13.60%

79 windows

min 11.1% · max 16.8%

100% positive

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

9.36%

3-year · annualised

Sharpe ratio

0.77

vs risk-free 6.5%

Sortino ratio

1.33

Downside-only deviation

Max drawdown

-9.89%

Jan 2026 → Mar 2026

% positive months

77.8%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Aggressive Hybrid Fund

Scheme	Fund house	NAV	As of
HDFC Hybrid Equity Fund - Growth Option - Direct Plan	HDFC	₹119.4090	3 Jun 2026
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 2 - Direct Plan - Growth Plan	Nippon India	₹0.0000	3 Jun 2026
ICICI Prudential Equity & Debt Fund - Direct Plan - Growth	ICICI Prudential	₹436.8700	3 Jun 2026
Invesco India Aggressive Hybrid Fund - Direct Plan - Growth	Invesco	₹23.2255	3 Jun 2026
Bandhan Aggressive Hybrid Fund-Direct Plan Growth	Bandhan	₹30.2350	3 Jun 2026
quant Aggressive Hybrid Fund-Growth Option-Direct Plan	Quant	₹503.5497	3 Jun 2026
Aditya Birla Sun Life Equity Hybrid'95 Fund - Direct Plan-Growth	Aditya Birla Sun Life	₹1,656.1400	3 Jun 2026
Franklin India Aggressive Hybrid Fund - Direct - Growth	Franklin India	₹297.9456	3 Jun 2026
Mirae Asset Aggressive Hybrid Fund - Direct Plan - Growth	Mirae Asset	₹37.9930	3 Jun 2026
Kotak Aggressive Hybrid Fund - Direct Plan -Growth	Kotak	₹73.9900	3 Jun 2026

Recent NAVs

Date	NAV
3 Jun 2026	₹341.4430
2 Jun 2026	₹342.7236
1 Jun 2026	₹341.1226
31 May 2026	₹343.9092
29 May 2026	₹343.8871
27 May 2026	₹347.2117
26 May 2026	₹344.8870
25 May 2026	₹344.1136
22 May 2026	₹340.8519
21 May 2026	₹339.7410

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 03 Jun 2026, the NAV of SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth is ₹341.4430. It's a Aggressive Hybrid Fund from SBI, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth has NAV history starting from 02 Jan 2013, a track record of about 13 years 5 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth is managed by SBI. It's classified by AMFI under the 'Aggressive Hybrid Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth has delivered a absolute return of 4.75% — -0.36 pp behind the Aggressive Hybrid Fund category average of 5.12%. The fund ranks #7 of 30 in its category — the top (Q1) quartile.

Over the trailing 3-year window, SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth has delivered a CAGR of 14.12% — +0.52 pp ahead of the Aggressive Hybrid Fund category average of 13.60%. The fund ranks #11 of 30 in its category — the second (Q2) quartile.

Over the trailing 5-year window, SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth has delivered a CAGR of 11.72% — -0.35 pp behind the Aggressive Hybrid Fund category average of 12.07%. The fund ranks #13 of 27 in its category — the second (Q2) quartile.

₹1 lakh invested in SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth exactly 10 years ago would be worth approximately ₹337,832 today — a multiplier of 3.38×, based on the 10-year CAGR of 12.95%. The category average over the same window would have grown ₹1 lakh to ₹330,355.

A ₹10,000 monthly SIP in SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth over the last 5 years — total invested ₹600,000 — would be worth ₹800,055 today. That's an XIRR (money-weighted annualised return) of 11.45%.

A ₹10,000 monthly SIP for 10 years in SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth = ₹1,200,000 invested. It would currently be worth ₹2,344,608 (multiplier 1.95×). XIRR: 12.85%. Long-horizon SIP results matter more than point-to-point returns because they smooth out entry timing.

On a 5-year basis, SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth ranks #13 out of 27 funds in the Aggressive Hybrid Fund category — that places it in the second quartile (Q2) — above the median. The category average return over the same window is 12.07%; this fund delivered 11.72%.

The worst peak-to-trough decline SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth has experienced over the last 5-year window is 12.65% — its NAV fell from a high on 18 Oct 2021 to a low on 20 Jun 2022. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth averaged 13.92% (best 19.75%, worst 4.42%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.54 — reasonable risk-adjusted performance.

In calendar year 2025, SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth returned 12.75% — beating the Aggressive Hybrid Fund category average of 10.33% by 2.42 pp. It ranked #3 of 30 in its category that year.

SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth is a Hybrid scheme. Tax treatment follows its actual equity allocation as disclosed by the AMC: at least 65% equity behaves like an equity fund (12.5% LTCG over 12 months, 20% STCG); 35-65% equity often gets an equity-style treatment with a 24-month threshold; under 35% equity is taxed at slab rate like a debt fund. Check the AMC's latest factsheet for the current classification.

We don't give personal investment advice. SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth is suitable for an investor whose:

horizon is 3-5 years — too short for pure equity, too long for pure debt
wants a single fund that automatically rebalances between equity and debt
is comfortable trading some upside for lower volatility vs a pure equity fund

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 12.7%. 5-year CAGR: 11.72%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.

SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth

NAV history & peer comparison

Returns matrix

Calendar-year returns

Rolling returns

SIP returns — historical "what if"

Risk profile

Peers in Aggressive Hybrid Fund

Recent NAVs

Frequently asked questions

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