Aggressive HybridVery HighVR Rating
₹83,353 Cr.
None
| Name | 1Y Return | VR Rating | 1Y Rank | 3Y Rank | 5Y Rank | Alpha | NAV(₹) |
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SBI Equity Hybrid Fund-Reg(G) is an open-ended aggressive hybrid funddesigned for investors seeking diversification across equity and debt within a single portfolio. As per the SEBI’s mandate, aggressive hybrid funds need to invest at least 65% of their portfolio in equity and equity related securities.
As of ,SBI Equity Hybrid Fund-Reg(G) manages ₹83353 crore in assets. The fund currently holds 44 stocks, and the top 10 stocks contribute 33.00% of the portfolio, an important “quick check” for how concentrated (or diversified) the fund is.
The investment objective of SBI Equity Hybrid Fund-Reg(G) is to generate long-term capital appreciation and current income by investing in a balanced portfolio of equity and debt instruments. Investors can typically invest and redeem on business days (subject to scheme cut-off timings and applicable exit load). The current NAV of the scheme is ₹309.57 as on 29 May 2026, and the risk level is Very High.
SBI Equity Hybrid Fund-Reg(G) was launched on 6 Jan 1996 and is benchmarked against [CRISIL Hybrid 35+65 - Aggressive Index]. The scheme is managed by R. Srinivasan who has been managing the fund since 1 Jan 2012 and the fund is also managed by Rajeev Radhakrishnan, Mansi Sajeja. The exit load of the fund is Nil for 10% of investments and 1% for remaining investment on or before 12M, Nil after 12M
.SBI Equity Hybrid Fund-Reg(G) invests across equity and debt instruments to balance risk and return. As of , the portfolio is allocated to Corporate Debt (14%), Government Securities (3%), Certificate of Deposit (2%), Commercial Paper (1%), Treasury Bills (1%), PTC & Securitized Debt (0%).
A quick way to read this: higher equity allocation generally increases long-term return potential but also volatility, while debt allocation helps provide stability and income generation during uncertain market phases.
As of , in terms of the entire equity allocation, the exposure to Large Cap is 56%, Mid Cap is 15%and Small Cap is 2%.
A quick way to read this: higher large-cap exposure generally means the portfolio is leaning toward stability and liquidity, while any meaningful mid/small-cap exposure can add return potential, but also higher volatility.
The top 5 holdings of the fund are 8.06% State Government of West Bengal 2049 (1.2%), Adani Power Ltd. (1.2%), Canara Bank (1.1%), JSW Kalinga Steel Ltd. (1.%), 7.57% State Government of West Bengal 2046 (0.9%)
In aggressive hybrid funds, top holdings are usually dominated by large-cap equity names along with selected debt instruments.
The top sector exposures are Sector Allocation (%) "Bank 17% Power Generation/Distribution 11% Finance 10% Miscellaneous 7% Chemicals 3%
.
Sector allocation mainly reflects the equity portion of the portfolio and can influence short-term performance depending on market cycles.
SBI Equity Hybrid Fund-Reg(G)’s recentCAGR returns are 4.4% (1 year), 13.6% (3 years) and 11.4% (5 years).These returns are as of 31 May 2026
Against the full Aggressive Hybrid fund peer set, the scheme is ranked 5/29 over 1 year, 7/29 over 3 years, 11/29 over 5 years period.
If you had invested ₹1,00,000 in SBI Equity Hybrid Fund-Reg(G) then you would have got:
| Duration | Annualized Returns (%) | Current Total Value | Current Total Profit |
|---|---|---|---|
| 1 Year | 4.4% | ₹104400.00 | ₹4400.00 |
| 3 Year | 13.6% | ₹113600.00 | ₹13600.00 |
| 5 Year | 11.4% | ₹111400.00 | ₹11400.00 |
Note: These are historical returns and they may not repeat in the future.
Always check exit load before investing in any fund.
As of, the fund’s Beta is 1.
The fund’s Standard Deviation was 3%.
Similarly, Alpha was 0.
Also, Sharpe ratio was 0.
As of 29 May 2026, the fund’s YTM is 7%. A rising YTM often means the portfolio is earning at higher prevailing short-term rates, while a falling YTM can indicate either softer rates or a more conservative portfolio tilt. YTM (Yield to Maturity) is also one of the best forward-looking indicators for what returns may look like going ahead (not a guarantee, but a useful expectation gauge).
The fund’s Modified Duration was 949 years . Modified duration is basically a sensitivity meter: in general, lower duration = lower interest-rate sensitivity.
It may suit investors who want to:
It offers a few practical benefits: balanced exposure between equity and debt, relatively smoother investment experience during volatile periods, and long-term wealth creation potential with comparatively lower risk than pure equity funds.
These funds are less volatile than diversified equity funds but are still market-linked investments. Key things to watch are equity allocation strategy, debt portfolio quality, interest-rate sensitivity, sector concentration, and consistency of performance across market cycles. Returns may underperform pure equity funds during strong bull markets because of the debt allocation.
Since this fund is treated as an equity-oriented fund (Equity > 65%):
Tax rules are subject to change as per regulations.
SBI Equity Hybrid Fund-Reg(G) is positioned as a balanced growth-oriented investment option that combines equity growth potential with debt stability.
A simple way to track whether it is doing its job is to follow three indicators: consistency of returns, downside protection during volatile markets, and how efficiently the fund balances equity and debt allocation over time. The strength of aggressive hybrid funds lies in delivering relatively smoother long-term wealth creation compared to pure equity investing.
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To invest a lumpsum amount in SBI Equity Hybrid Fund-Reg(G) with Ventura: Access the Mutual funds section by logging in to Ventura through your browser/mobile app Select SBI Equity Hybrid Fund-Reg(G) from the list, the amount to be invested & make the payment.
To start a SIP (Systematic Investment Plan) in SBI Equity Hybrid Fund-Reg(G) with Ventura: Access the Mutual funds section by logging in to Ventura through your browser/mobile app Select SBI Equity Hybrid Fund-Reg(G) from the list, the amount to be invested & date of deduction. Pay the first instalment towards your SIP. Set the autopay mandate to enable regular investment of future SIP instalments, directly from your bank account. And you're done. Note: Remember to keep your bank account funded with the amount for regular SIPs for your mutual fund investment in SBI Equity Hybrid Fund-Reg(G).
It will take up to one trading day for the invested SBI Equity Hybrid Fund-Reg(G) units to reflect in your portfolio. For example, If you have made the investment in SBI Equity Hybrid Fund-Reg(G) on Monday before the cut-off time, the units will be allotted to you by Tuesday or the next working day if it is followed by a holiday. The NAV (Net Asset Value) for the units allotted will be as of the day you place your trades.
Yes, mutual funds can be bought or redeemed after market hours through the Ventura web platform or mobile application. However, the execution of these orders depends on the mutual fund's cutoff time for processing transactions.
