Official AMFI data
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SBI

SBI Equity Hybrid FUND

Aggressive HybridHybrid Rank 11 of 32

NAV · Direct-Growth

₹338.78-1.59-0.47%

As of 1 Oct 2026 · AMFI

NAV growth+1.6%
Oct ’25Oct ’26
Arthkar verdictA balanced read

Returns

Lags category

0 of 3 periods ahead

Consistency

Strong

positive in 11 of 12 years

Trails its Aggressive Hybrid category on 1Y, 3Y & 5Y.

1Y return

+1.1%

-7.6 vs cat

3Y CAGR

+11.4%

-0.3 vs cat

5Y CAGR

+8.9%

-0.1 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

11.0%

3Y std dev

Go deeper on SBI Equity Hybrid FUND

Two data-only views, computed from this fund's real NAV history — no projections.

In plain English

SBI EQUITY HYBRID FUND is a Aggressive Hybrid scheme from SBI. Long-run track record: about 8.9% CAGR over 5 years. Worst historical drawdown: -27% in Mar 2020, recovered in 8 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF200K01RY0

NAV (Direct-Growth)

₹338.7768

Last 1Y

+1.64%

Oct 25Min ₹312.34 · Max ₹357.73 · 251 ptsOct 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Mar 2020

-27.5%

Peak ₹160.37 on 19 Feb 2020 → trough ₹116.28 on 23 Mar 2020 (1 months down).

Recovered in 8 months· 11 Nov 2020

Jun 2022

-12.7%

Peak ₹227.58 on 18 Oct 2021 → trough ₹198.78 on 20 Jun 2022 (8 months down).

Recovered in 5 months· 7 Nov 2022

Feb 2016

-10.4%

Peak ₹100.54 on 5 Aug 2015 → trough ₹90.04 on 25 Feb 2016 (7 months down).

Recovered in 3 months· 31 May 2016

Aug 2013

-10.2%

Peak ₹58.74 on 20 May 2013 → trough ₹52.73 on 28 Aug 2013 (3 months down).

Recovered in 2 months· 29 Oct 2013

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

PeriodReturnsCategory avgRank
1W-1.56%-2.15%2/ 35
1M-4.04%-4.09%14/ 35
3M-3.47%-3.09%17/ 35
6M+6.57%+17.46%12/ 32
YTD-1.48%+6.61%9/ 32
1Y+1.10%+8.72%8/ 32
2Y+4.66%+3.11%5/ 32
3Y+11.45%+11.74%11/ 32
5Y+8.88%+8.95%17/ 32
7Y+12.82%+14.22%18/ 31
10Y+11.88%+11.75%10/ 23

Available plans & options

PlanOptionFull nameISIN

Click a plan to see its NAV and chart above. Direct plans have lower expense ratios than Regular — same portfolio, more of the return stays with you.