mutual funds sbi equity hybrid fund direct plangrowth

performance

SBI Equity Hybrid Fund Direct Plan-Growth

Hybrid: Aggressive Hybrid - Growth (Open ended)

SBI Equity Hybrid Fund Direct Plan-GrowthNAV: 346.20 as on 07 Jul, 2026

Risk levelCategoryBenchmark

Factsheet

SEBI Riskometer: Very HighCategory: Hybrid: Aggressive HybridBenchmark: CRISIL Hybrid 35+65 Aggressive Index

NAV: ₹346.2-1.49%

08 Jul 2026

Rolling Returns Analysis

Rolling annualized returns of SBI Equity Hybrid Fund Direct Plan-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.

Metric	1 Yr Rolling Returns	3 Yr Rolling Returns	5 Yr Rolling Returns	7 Yr Rolling Returns
Analysis period	06 Jan, 2014 - 08 Jul, 2026	21 Jan, 2016 - 08 Jul, 2026	31 Jan, 2018 - 08 Jul, 2026	13 Feb, 2020 - 08 Jul, 2026
Average returns	16.33%	14.49%	14.17%	13.82%
Standard deviation	14.01%	4.15%	3.08%	1.36%
Best returns	60.13% 1 year ending on 12 Sep, 2014	27.75% 3 years ending on 22 Sep, 2016	21.26% 5 years ending on 22 Apr, 2025	17.32% 7 years ending on 12 Mar, 2021
Worst returns	-16.54% 1 year ending on 23 Mar, 2020	1.76% 3 years ending on 23 Mar, 2020	3.85% 5 years ending on 23 Mar, 2020	10.68% 7 years ending on 23 Mar, 2020
Period with positive return	93.17%	100.00%	100.00%	100.00%
Period with return > 5%	80.41%	98.73%	99.71%	100.00%
Period with return > 10%	63.41%	89.88%	91.62%	100.00%
Period with return > 15%	44.04%	39.90%	38.06%	20.33%
Beat % Category	60.40%	67.32%	70.99%	79.04%
Beat % Benchmark	53.43%	48.09%	37.96%	48.58%

Trailing Returns

Point-to-point returns of SBI Equity Hybrid Fund Direct Plan-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.

-5%

10%

0.7%

-1.2%

-8.0%

YTD

2.5%

3.3%

3.6%

1 M

1.0%

-0.7%

-7.1%

6 M

1.9%

0.6%

-5.4%

1 Y

13.4%

12.5%

8.6%

3 Y

11.6%

11.7%

10.0%

5 Y

12.8%

12.5%

10 Y

Fund

Hybrid: Aggressive Hybrid

CRISIL Hybrid 35+65 Aggressive Index

Name	YTD	1 M	6 M	1 Y	3 Y	5 Y	10 Y	Since Inception
Fund	0.68%	2.46%	1.02%	1.91%	13.42%	11.58%	12.82%	14.28%
Hybrid: Aggressive Hybrid	-1.19%	3.25%	-0.74%	0.58%	12.48%	11.74%	12.49%	-
CRISIL Hybrid 35+65 Aggressive Index	-8.00%	3.61%	-7.10%	-5.37%	8.58%	10.00%	12.47%	-
Rank in category	10	39	10	13	13	17	11	-
Funds in category	41	43	41	41	39	39	24	-

Period Returns

Calendar-year, quarterly and monthly return history of SBI Equity Hybrid Fund Direct Plan-Growth. Toggle between bar chart and table view to analyse periodic performance trends.

Returns

Percentile rank

Annual

Quarterly

Monthly

Historical Performance

Track NAV movement and cumulative returns of SBI Equity Hybrid Fund Direct Plan-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.

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Frequently Asked Questions

What are the 1-year returns of SBI Equity Hybrid Fund Direct Plan-Growth?

The 1-year trailing return for SBI Equity Hybrid Fund Direct Plan-Growth is shown in the Trailing Returns section. It is compared against the Hybrid: Aggressive Hybrid category average and benchmark for context.

What are the 3-year returns of SBI Equity Hybrid Fund Direct Plan-Growth?

The 3-year CAGR for SBI Equity Hybrid Fund Direct Plan-Growth is in the Trailing Returns section, with benchmark and category comparisons.

What are the 5-year returns of SBI Equity Hybrid Fund Direct Plan-Growth?

The 5-year CAGR for SBI Equity Hybrid Fund Direct Plan-Growth is in the Trailing Returns section. 5-year CAGR is a standard metric for medium-term performance consistency.

What are the returns of SBI Equity Hybrid Fund Direct Plan-Growth since inception?

SBI Equity Hybrid Fund Direct Plan-Growth has delivered a CAGR of 14.28% since its launch. The fund's maximum historical drawdown has been -0.27%, indicating its worst peak-to-trough decline during this period. Since-inception returns capture performance across multiple market cycles and are most useful for evaluating long-term wealth creation.

How has SBI Equity Hybrid Fund Direct Plan-Growth performed vs its category over the long term?

Performance vs category average across 1Y, 3Y, 5Y and 10Y periods is in the Trailing Returns section. Rolling returns show how consistently the fund beats its category over time.

What is the Sharpe ratio of SBI Equity Hybrid Fund Direct Plan-Growth?

The Sharpe ratio of SBI Equity Hybrid Fund Direct Plan-Growth is 0.71. Sharpe ratio measures risk-adjusted return — how much excess return the fund generates per unit of risk. A Sharpe above 1.0 is generally considered good; above 2.0 is excellent.

What is the alpha of SBI Equity Hybrid Fund Direct Plan-Growth?

The alpha of SBI Equity Hybrid Fund Direct Plan-Growth is shown in the Alpha, Beta & Sharpe section. Alpha = fund return − (risk-free rate + beta × market excess return). A positive alpha is the fund manager's value-add above the benchmark.

What is the beta of SBI Equity Hybrid Fund Direct Plan-Growth?

The beta of SBI Equity Hybrid Fund Direct Plan-Growth is in the Alpha, Beta & Sharpe section. Beta below 1.0 means lower volatility than the benchmark; above 1.0 means higher sensitivity to market moves.

What are the rolling returns of SBI Equity Hybrid Fund Direct Plan-Growth?

Rolling returns for SBI Equity Hybrid Fund Direct Plan-Growth across all 1Y, 3Y, 5Y investment windows are shown in the Rolling Returns section. Unlike trailing returns, rolling returns reveal how the fund has performed across all possible entry and exit dates — offering a much more complete picture of consistency.

How consistent are the period-wise returns of SBI Equity Hybrid Fund Direct Plan-Growth?

Period-wise annual returns for SBI Equity Hybrid Fund Direct Plan-Growth across each financial year are in the Period Returns section. This shows whether the fund has been positive in most years and how it has fared in bear markets.

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Metric

1 Yr Rolling Returns

3 Yr Rolling Returns

5 Yr Rolling Returns

7 Yr Rolling Returns

Analysis period

06 Jan, 2014 - 08 Jul, 2026

21 Jan, 2016 - 08 Jul, 2026

31 Jan, 2018 - 08 Jul, 2026

13 Feb, 2020 - 08 Jul, 2026

Average returns

16.33%

14.49%

14.17%

13.82%

Standard deviation

14.01%

4.15%

3.08%

1.36%

Best returns

60.13%

1 year ending on 12 Sep, 2014

27.75%

3 years ending on 22 Sep, 2016

21.26%

5 years ending on 22 Apr, 2025

17.32%

7 years ending on 12 Mar, 2021

Worst returns

-16.54%

1 year ending on 23 Mar, 2020

1.76%

3 years ending on 23 Mar, 2020

3.85%

5 years ending on 23 Mar, 2020

10.68%

7 years ending on 23 Mar, 2020

Period with positive return

93.17%

100.00%

Period with return > 5%

80.41%

98.73%

99.71%

100.00%

Period with return > 10%

63.41%

89.88%

91.62%

100.00%

Period with return > 15%

44.04%

39.90%

38.06%

20.33%

Beat % Category

60.40%

67.32%

70.99%

79.04%

Beat % Benchmark

53.43%

48.09%

37.96%

48.58%

Name

YTD

1 M

6 M

1 Y

3 Y

5 Y

10 Y

Since Inception

Fund

0.68%

2.46%

1.02%

1.91%

13.42%

11.58%

12.82%

14.28%

Hybrid: Aggressive Hybrid

-1.19%

3.25%

-0.74%

0.58%

12.48%

11.74%

12.49%

CRISIL Hybrid 35+65 Aggressive Index

-8.00%

3.61%

-7.10%

-5.37%

8.58%

10.00%

12.47%

Rank in category

Funds in category