Scheme Overview

SBI Aggresive Hybrid Fund - Regular Plan - Growth

(Erstwhile SBI Equity Hybrid Fund - Regular Plan -Growth)

Category: Hybrid: Aggressive
Launch Date: 01-12-1995
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 - Aggressive Index
Expense Ratio: 1.38% As on ( 30-08-2026)
Status: Open Ended for subscription
Minimum Investment: 1000.0
Minimum Topup: 1000.0
Total Assets: 88,667.52 Cr As on ( 31-08-2026)
Turn over: 0.87
NAV as on 01-10-2026

304.2941

-1.43 ( -0.4715% )

CAGR Since Inception

13.54%

CRISIL Hybrid 35+65 - Aggressive Index

11.62%

PERFORMANCE of SBI Aggresive Hybrid Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 01-10-2026

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
SBI Aggresive Hybrid Fund - Regular Plan - Growth 0.98 10.51 8.41 11.21 13.54
Benchmark - - - - -
Hybrid: Aggressive -1.55 8.9 8.37 10.63 11.48

Yearly Performance (%)

Fund Managers

Mr. R. Srinivasan - Equity, Mr. Rajeev Radhakrishnan - Debt

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.

RETURNS CALCULATOR for SBI Aggresive Hybrid Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Period :
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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of SBI Aggresive Hybrid Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
SBI Aggresive Hybrid Fund - Regular Plan - Growth 8.66 0.69 5.72 0.44 7.55 7.87
Hybrid: Aggressive - - - - - -

PEER COMPARISION of SBI Aggresive Hybrid Fund - Regular Plan - Growth

Period :
Data as on - 01-10-2026
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
SBI Aggresive Hybrid Fund - Regular Plan - Growth 01-12-1995 0.98 2.75 10.51 8.41 11.21

PORTFOLIO ANALYSIS of SBI Aggresive Hybrid Fund - Regular Plan - Growth

Asset Allocation (%)

Contact us

Krishna Bhawan, Station Road,
Giridih, Jharkhand - 815301

+91 8051588888

connect@neowealth.in

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Mutual Fund investments are subject to market risks, read all scheme related documents carefully before investing.