SBI Balanced Hybrid Fund - Regular Plan - Growth
💡 Why Pick This Fund? Quantitative Strengths & Watch-outs
- Solid MFIQ Score of 7.0/10 reflects sound fundamentals and risk management.
- Limited historical track record under 3 years; long-term cycle performance is still evolving.
Key Statistics vs Category Median
Trailing Returns Comparison
| Period | Fund Return | Category Median | Difference |
|---|---|---|---|
| 1 Month | +4.16% | +6.16% | -2.00% |
Calendar Year Returns
| Year | Fund | Category Median | Gap |
|---|---|---|---|
| 2026 | +2.46% | +2.63% | -0.17% |
Risk Profile & Deepest Drawdowns
Portfolio & Asset Allocation
Statutory Asset Allocation Mandate (SEBI / SID)
| Instrument Category | Permitted Allocation Range |
|---|---|
| Equity and Equity-related Instruments (including REITs) | 40% - 60% - Low to Moderate |
| Debt Securities (including securitized debt & debt derivatives) & Money Market Instruments including Units of Debt oriented mutual fund schemes | 40% - 60% - Low to Moderate |
Investment Objective & Strategy
The Investment Objective of the fund is to generate long term capital appreciation and income by investing only in equity and debt instruments. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved. The scheme doesn't assure or guarantee any returns.
ℹ️ Detailed monthly stock-level holdings for this scheme are updated periodically from asset management company statutory disclosures.
Fund Size Position
Currently managing Rs 2,104 cr (AMFI Daily Fund AUM as of 2026-11-11). Positioned as comfortable relative to Aggressive Hybrid schemes.
Fund Management
Cost & Capital Gains Taxation
From April 2026 the total expense ratio includes brokerage, transaction costs and statutory levies on top of the base fee.
Equity-oriented schemes: 20% short-term capital gains tax if sold within 12 months; 12.5% long-term capital gains tax on gains exceeding ₹1.25 lakh per financial year when held for more than 12 months.
Closest Aggressive Hybrid Peers by Rank
| Scheme | Score | 3Y Return | Expense | Downside | Fund Size | Compare |
|---|---|---|---|---|---|---|
| Bandhan Aggressive Hybrid Fund | 6.1 | +14.61% | 2.25% | 58.6% | Rs 2,971 cr | Compare → |
| SBI AGGRESIVE HYBRID FUND | 6.7 | +12.79% | 1.39% | 56.4% | Rs 91,002 cr | Compare → |
| Edelweiss Aggressive Hybrid Fund | 6.5 | +12.29% | 2.07% | 62.3% | Rs 4,149 cr | Compare → |
| quant Aggressive Hybrid Fund | 4.7 | +12.97% | 2.60% | 65.6% | Rs 2,203 cr | Compare → |
| HSBC Aggressive Hybrid Fund | 7.4 | +13.17% | 1.96% | 62.4% | Rs 5,877 cr | Compare → |
Frequently Asked Questions about SBI Balanced Hybrid Fund
What is the expense ratio of SBI Balanced Hybrid Fund?
SBI Balanced Hybrid Fund has a total expense ratio (TER) of 2.26% with a base expense ratio of 1.53%, compared to the Aggressive Hybrid category median of 2.20%.
Who manages SBI Balanced Hybrid Fund?
SBI Balanced Hybrid Fund is managed by Rajeev Radhakrishnan.
What are the historical returns of SBI Balanced Hybrid Fund?
SBI Balanced Hybrid Fund has a 1-year return of -.
How large is SBI Balanced Hybrid Fund?
SBI Balanced Hybrid Fund manages assets of Rs 2,104 cr, placing it in the 'comfortable' size band relative to Aggressive Hybrid peers.
How is SBI Balanced Hybrid Fund scored on MFIQ?
SBI Balanced Hybrid Fund holds an MFIQ Score of 7.0/10 (Good), based on a category percentile composite across returns, risk, consistency, and cost.
How risky is SBI Balanced Hybrid Fund?
SBI Balanced Hybrid Fund has an official SEBI riskometer rating of Very High. Over the analyzed period, its annualized standard deviation is - with a maximum historical drawdown of -4.03%.