SBI Balanced Hybrid Fund Direct-Growth
Hybrid: Balanced Hybrid - Growth (Open ended) Factsheet
SEBI Riskometer: Very HighCategory: Hybrid: Balanced HybridBenchmark: NIFTY 50 Hybrid Composite Debt 50:50 IndexCheck Portfolio Overlap →
NAV: ₹10.03+0.19%
07 Sept 2026
Similar Funds
Side-by-side comparison of SBI Balanced Hybrid Fund Direct-Growth with similar funds — trailing returns, risk metrics, AUM and expense ratio.
| Period | This Fund | Category Avg | Category Rank |
|---|---|---|---|
| 1Y Return | — | 3.20% | — |
| 3Y Return | — | 9.58% | — |
| 5Y Return | — | 8.68% | — |
| 10Y Return | — | 9.61% | — |
Trailing annualised returns (%). Category rank: lower is better. Green = top third of category.
Funds in Hybrid: Balanced Hybrid
Top funds by AUM in the Hybrid: Balanced Hybrid category — see how SBI Balanced Hybrid Fund Direct-Growth compares on size and returns.
Funds Tracking NIFTY 50 Hybrid Composite Debt 50:50 Index
Top funds tracking the NIFTY 50 Hybrid Composite Debt 50:50 Index — sorted by AUM to show the largest options available.
Frequently Asked Questions
Which funds are similar to SBI Balanced Hybrid Fund Direct-Growth?
Funds similar to SBI Balanced Hybrid Fund Direct-Growth in the Hybrid: Balanced Hybrid category include UTI Retirement Fund Direct, UTI Childrens Hybrid Fund-Direct Plan, and 360 ONE Balanced Hybrid Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of SBI Balanced Hybrid Fund Direct-Growth in its category?
The category rank of SBI Balanced Hybrid Fund Direct-Growth is shown in the Trailing Returns section above.
How does SBI Balanced Hybrid Fund Direct-Growth's expense ratio compare to similar funds?
The expense ratio of SBI Balanced Hybrid Fund Direct-Growth is shown in the Scheme Overview section above.
How does SBI Balanced Hybrid Fund Direct-Growth's AUM compare to similar funds?
The AUM of SBI Balanced Hybrid Fund Direct-Growth is shown in the Scheme Overview section above.
Which fund has the best 3-year returns in the Hybrid: Balanced Hybrid?
The top performing fund in the Hybrid: Balanced Hybrid category on a 3-year basis is UTI Retirement Fund Direct with a CAGR of 9.03% as of 6 Sep 2026. SBI Balanced Hybrid Fund Direct-Growth has delivered - CAGR over the same period. You can view and compare the full category ranking on sharpely.
How does SBI Balanced Hybrid Fund Direct-Growth rank in risk-adjusted returns vs peers?
The Sharpe ratio of SBI Balanced Hybrid Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section on the Performance tab.