SBI Equity Hybrid Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)

Open Ended Schemes(Hybrid Scheme - Aggressive Hybrid Fund)Very High Risk★★★★★ISIN INF200K01115

NAV · 06-Jul-2026

₹67.1011

+2.74%

+0.93%

1Y (CAGR)

+3.25%

3Y (CAGR)

+13.21%

5Y (CAGR)

+11.22%

Since inception (CAGR)

+5.33%

NAV history

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Risk & SIP analytics

Q2 · 3Y in category

Volatility (3y)

9.64%

Downside dev (3y)

7.63%

Max drawdown (3y)

-10.0%

Sharpe (3y)

0.70

SIP XIRR (3y)

+10.09%

SIP XIRR (5y)

+11.29%

Calendar-year returns

2020 +9.6%2021 +23.6%2022 +2.3%2023 +16.4%2024 +14.2%2025 +12.3%

Fund facts

Fund managerR. Srinivasan · Rajeev Radhakrishnan · Mansi Sajeja · Pradeep Kesavan

AUM₹8,40,109 Cr

Launch date01-Jan-2005

Plan typeOpen Ended · Hybrid

Min lumpsum5000

Lock-inNone

Volatility10.83

AMCSBI Funds Management Limited

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. However, there can be no assurance that the investment objective of the scheme will be achieved.

scheme documents ↗