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Balanced Hybrid

SBI Balanced Hybrid Fund · Regular · Growth

SBI Mutual Fund

NAV

₹9.9533

as of 29 Sept 2026

Expense Ratio

4.71%

Viewing Regular · Growth
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Lumpsum returns (CAGR)

1Y
—
3Y
—
5Y
—
Since Inception
-0.58%

SIP returns (XIRR)

1Y
—
3Y
—
5Y
—
Since Inception
—

Not enough verified history to show honest backtest scenarios (this fund is under 3 years old).

Performance Comparison

Sectoral allocation

as of 31 Aug 2026

Each sector links to the mutual funds most exposed to it.

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Fund Details

Fund HouseSBI Mutual Fund
CategoryBalanced Hybrid
Launch Date04 Sept 2026
AMFI Code154615
Transaction facts
Min. Lumpsum₹5,000
Min. SIP₹500
Exit LoadNIL for 10% of investment and 1% exit load for remaining investment if redeemed/switched before 1 years from the date of allotment

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Portfolio holdings

as of 31 Aug 2026

portfolio shared with SBI Balanced Hybrid Fund

Holding% NAV

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. The current expense ratio is 4.71%.

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