Official AMFI data
Arthkar — Understand Money, Invest Smartly
SBI

SBI Equity Hybrid FUND

Aggressive HybridHybrid Rank 10 of 32

NAV · Direct-Growth

₹354.73-0.84-0.24%

As of 17 Aug 2026 · AMFI

NAV growth+6.6%
Aug ’25Aug ’26
Arthkar verdictSolid on the numbers

Returns

Mixed vs category

1 of 3 periods ahead

Consistency

Strong

positive in 12 of 12 years

Beats its Aggressive Hybrid category on 5Y but trails on 1Y & 3Y.

1Y return

+7.6%

-8.3 vs cat

3Y CAGR

+13.9%

-0.3 vs cat

5Y CAGR

+11.3%

+0.2 vs cat

AUM

fund size

Expense

direct plan

Volatility 3Y

10.7%

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 11.3% 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)

₹354.7252

Last 1Y

+6.64%

Aug 25Min ₹312.34 · Max ₹357.73 · 251 ptsAug 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-0.49%-0.29%26/ 34
1M+1.03%+1.53%24/ 34
3M+4.87%+5.25%15/ 32
6M+3.83%+12.92%8/ 32
YTD+3.16%+12.19%8/ 32
1Y+7.59%+15.86%8/ 32
2Y+8.50%+6.73%3/ 32
3Y+13.90%+14.24%10/ 32
5Y+11.30%+11.13%15/ 32
7Y+13.99%+15.32%18/ 31
10Y+12.71%+11.98%9/ 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.