SBI Equity Hybrid Fund

SBI Equity Hybrid Fund is a hybrid mutual fund scheme that invests in a mix of equity and debt instruments for balanced returns. The fund aims to provide investors with long-term capital appreciation along with the liquidity of an open-ended scheme by investing in a diversified portfolio of equities of high-growth companies and balancing the risk through investments in fixed income securities. The fund is managed by R. Srinivasan and Rajeev Radhakrishnan.

The fund follows a blend of top-down and bottom-up approaches to stock picking, emphasizing quality businesses with strong fundamentals, sustainable earnings, and reasonable valuations. The equity portion aims to deliver growth, while the debt side provides stability and income. The fund has generated a return of 12.02% since its launch and has an AUM of ₹82,958.16 crore as of 18 December 2025.

Investors can invest in the fund through both lumpsum and SIP modes, with a minimum lumpsum investment of ₹1,000 and a minimum SIP amount of ₹500. The fund has an expense ratio of 1.38% and is benchmarked against the CRISIL Hybrid 35+65 - Aggressive Index. The fund's risk level is considered very high, and it is suitable for investors seeking a mix of growth and stability in their investment portfolio.