SBI Balanced Hybrid Fund · Regular · Growth
NAV
₹10.3283
as of 13 Nov 2026
Expense Ratio
2.61%
AUM
₹640 Cr
Lumpsum returns (CAGR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- +3.17%
SIP returns (XIRR)
- 1Y
- —
- 3Y
- —
- 5Y
- —
- Since Inception
- +40.80%
Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).
Performance Comparison
Sectoral allocation
as of 30 Sept 2026- Auto Components9.30%
- Pharmaceuticals & Biotechnology8.93%
- Finance4.67%
- Banks3.41%
- Chemicals & Petrochemicals3.09%
- Automobiles2.33%
- Aerospace & Defense1.73%
- Industrial Products1.63%
- Non - Ferrous Metals1.25%
- Capital Markets1.17%
- Metals & Minerals Trading1.17%
- Electrical Equipment1.12%
Each sector links to the mutual funds most exposed to it.
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Fund Details
Available transactions
Portfolio holdings
- 1Hdfc Bank Ltd.7.58%
- 2Indian Overseas Bank7.58%
- 3Cholamandalam Investment & Finance Co. Ltd.Perpetual6.19%
- 4L&T Metro Rail (Hyderabad) Ltd.4.99%
- 5Interise Trust4.55%
- 6Bharti Telecom Ltd.3.76%
- 7Tvs Credit Services Ltd.2.55%
- 8Wheels India Ltd.1.88%
- 9Sedemac Mechatronics Ltd.1.77%
- 10Aequs Ltd.1.73%
What this fund does
SBI Balanced Hybrid Fund · Regular · Growth invests 40-60% each in equity and debt instruments, aiming to provide balanced returns with smaller price swings than a pure equity fund, in a single scheme.
About This Fund
SBI Balanced Hybrid Fund · Regular · Growth is a Balanced Hybrid mutual fund offered by SBI Mutual Fund. The fund has been operational for over 0 years. It manages assets worth ₹640 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 50 HYBRID COMPOSITE DEBT 50:50 INDEX. The current expense ratio is 2.61%.