SBI Balanced Hybrid Fund - Regular Plan - Growth
Category: Hybrid: Balanced
Launch Date: 04-09-2026
AUM:
₹ 1,979.76 Cr
Expense Ratio
4.7%
Benchmark
NIFTY 50 Hybrid Composite Debt 50:50 Index
ISIN
INF200KB1BX9
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
1000
Fund Manager
Mr. Rajeev Radhakrishnan, Mr. Tanmaya Desai
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| SBI Balanced Hybrid Fund - Regular Plan - Growth | - | - | - |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
9.7966
Last change
0.1 (1.0708%)
Fund Size (AUM)
₹ 1,979.76 Cr
Performance
-2.14% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The Investment Objective of the fund is to generate long term capital appreciation and income by investing only in equity and debt instruments. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
Fund Manager
Mr. Rajeev Radhakrishnan, Mr. Tanmaya Desai
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| TREPS | 22.63 |
| Indian Overseas Bank (01/10/2026) ** | 7.58 |
| HDFC Bank Ltd. (01/10/2026) ** | 7.58 |
| Cholamandalam Investment & Finance Co. Ltd.Perpetual | 6.19 |
| L&T Metro Rail (Hyderabad) Ltd. | 4.99 |
| Interise Trust | 4.55 |
| 7.35% Bharti Telecom Limited (15/10/2027) | 3.76 |
| TVS Credit Services Ltd. | 2.55 |
| WHEELS INDIA LIMITED EQ | 1.88 |
| Sedemac Mechatronics Ltd. | 1.77 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Automobile and Auto Components | 12.65 |
| Healthcare | 9.9 |
| Financial Services | 9.25 |
| Capital Goods | 4.48 |
| Chemicals | 3.09 |
| Metals & Mining | 2.42 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| SBI Balanced Hybrid Fund Reg Gr | 0.0 |