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: 11.74%.

SBI

SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth

Latest NAV

₹351.1088

As of

17 Jul 2026

3,339 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	+0.39%	+0.29%	+0.10	10 / 29	Q2
1W	+0.21%	+0.03%	+0.19	9 / 29	Q2
2W	+0.04%	+0.22%	-0.18	23 / 29	Q4
1M	+1.50%	+1.54%	-0.03	14 / 29	Q2
3M	+2.72%	+2.64%	+0.08	10 / 29	Q2
6M	+3.42%	+1.49%	+1.93	7 / 29	Q1
YTD	+1.80%	+0.06%	+1.74	7 / 29	Q1
1Y	+4.56%	+2.38%	+2.18	7 / 29	Q1
2Y	+7.19%	+3.64%	+3.55	2 / 29	Q1
3Y	+13.47%	+12.52%	+0.95	10 / 29	Q2
4Y	+13.65%	+14.19%	-0.53	17 / 28	Q3
5Y	+11.74%	+11.95%	-0.21	12 / 26	Q2
7Y	+13.55%	+14.38%	-0.84	13 / 25	Q3
10Y	+12.88%	+12.69%	+0.18	9 / 19	Q2
Inception	+14.37%	+13.04%	+1.33	5 / 29	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	+1.80%	+0.06%	+1.74	7 / 29
2025	+12.75%	+6.34%	+6.41	2 / 29
2024	+15.08%	+18.61%	-3.54	22 / 29
2023	+16.77%	+22.63%	-5.86	28 / 29
2022	+2.99%	+4.02%	-1.04	17 / 27
2021	+24.07%	+27.65%	-3.58	19 / 26
2020	+13.49%	+15.77%	-2.28	17 / 25
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

+16.14%

153 windows

min -11.2% · max 57.2%

92% positive

3-Year rolling

+14.42%

129 windows

min 3.4% · max 25.9%

100% positive

5-Year rolling

+14.04%

105 windows

min 5.7% · max 21.0%

100% positive

7-Year rolling

+13.65%

80 windows

min 11.5% · max 17.3%

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

8.86%

3-year · annualised

Sharpe ratio

0.74

vs risk-free 6.5%

Sortino ratio

1.42

Downside-only deviation

Max drawdown

-9.89%

Jan 2026 → Mar 2026

% positive months

63.9%

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	₹125.0360	17 Jul 2026
Nippon India Aggressive Hybrid Fund - Segregated Portfolio 2 - Direct Plan - Growth Plan	Nippon India	₹0.0000	17 Jul 2026
ICICI Prudential Equity & Debt Fund - Direct Plan - Growth	ICICI Prudential	₹455.6100	17 Jul 2026
Invesco India Aggressive Hybrid Fund - Direct Plan - Growth	Invesco	₹24.3811	17 Jul 2026
Bandhan Aggressive Hybrid Fund-Direct Plan Growth	Bandhan	₹31.6700	17 Jul 2026
quant Aggressive Hybrid Fund-Growth Option-Direct Plan	Quant	₹522.6806	17 Jul 2026
Aditya Birla Sun Life Equity Hybrid'95 Fund - Direct Plan-Growth	Aditya Birla Sun Life	₹1,741.4600	17 Jul 2026
Franklin India Aggressive Hybrid Fund - Direct - Growth	Franklin India	₹310.4604	17 Jul 2026
Mirae Asset Aggressive Hybrid Fund - Direct Plan - Growth	Mirae Asset	₹39.4540	17 Jul 2026
Kotak Aggressive Hybrid Fund - Direct Plan -Growth	Kotak	₹77.4830	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹351.1088
16 Jul 2026	₹349.7498
15 Jul 2026	₹349.6724
14 Jul 2026	₹349.6037
13 Jul 2026	₹349.8940
10 Jul 2026	₹350.3571
9 Jul 2026	₹346.8890
8 Jul 2026	₹346.2032
7 Jul 2026	₹351.4231
6 Jul 2026	₹351.9835

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 17 Jul 2026, the NAV of SBI EQUITY HYBRID FUND - DIRECT PLAN - Growth is ₹351.1088. 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 6 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 4.56% — +2.18 pp ahead of the Aggressive Hybrid Fund category average of 2.38%. The fund ranks #7 of 29 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 13.47% — +0.95 pp ahead of the Aggressive Hybrid Fund category average of 12.52%. The fund ranks #10 of 29 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 11.74% — -0.21 pp behind the Aggressive Hybrid Fund category average of 11.95%. The fund ranks #12 of 26 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 ₹335,750 today — a multiplier of 3.36×, based on the 10-year CAGR of 12.88%. The category average over the same window would have grown ₹1 lakh to ₹330,370.

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 ₹807,958 today. That's an XIRR (money-weighted annualised return) of 11.85%.

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 ₹2,367,822 (multiplier 1.97×). XIRR: 13.03%. 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 #12 out of 26 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 11.95%; this fund delivered 11.74%.

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 14.04% (best 21.00%, worst 5.68%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.50 — 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 6.34% by 6.41 pp. It ranked #2 of 29 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: 11.74%.

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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