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SBI EQUITY HYBRID FUND - REGULAR PLAN -Growth is a hybrid scheme managed by SBI Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 13.77%, with the bottom and top quartiles at 12.48% and 14.93% respectively. It has ranked in the top half of its category for 5 of the last 12 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 1.31% on assets of ₹83,353Cr. The fund is currently managed by Mr. R. Srinivasan, appointed within the last year.
Lower is better.
This scheme classifies as Large-Blend on the 3x3 equity style box, with 86% of its portfolio classified as of 2026-04-30.
| Holding | Sector |
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| Window | Min | P25 | Median |
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Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
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Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| Adani Power Limited | Utilities | 3.70% |
| Kotak Mahindra Bank Limited | Financial Services | 3.22% |
| Bajaj Finance Limited | Financial Services | 2.36% |
| Canara Bank | Financial Services | 1.10% |
| Swiggy Pvt Ltd | Consumer Cyclical | 0.75% |
| GMR Airports Ltd. | Industrials | 0.68% |
| Sundaram Finance Ltd. | Financial Services | 0.66% |
| TVS Holdings Ltd. | Consumer Cyclical | 0.54% |
| Samvardhana Motherson International Ltd. | Consumer Cyclical | 0.41% |
| LIC Housing Finance Ltd. | Financial Services | 0.35% |
| Union Bank of India | Financial Services | 0.24% |
| Varun Beverages Ltd | Consumer Defensive | 0.21% |
| Aditya Birla Real Estate Ltd. | Real Estate | 0.20% |
| Axis Bank Ltd. | Financial Services | 0.15% |
| REC Ltd. | Financial Services | 0.13% |
| CSB Bank Ltd. | Financial Services | 0.12% |
| HDB Financial Services Ltd. | Financial Services | 0.06% |
| Torrent Power Ltd. | Utilities | 0.04% |
| Power Finance Corporation Ltd. | Financial Services | 0.03% |
| Sector | Holdings | Weight |
|---|---|---|
| Banks | 1 | 13.59% |
| Power | 1 | 9.14% |
| Retailing | 1 | 6.23% |
| Finance | 1 | 5.24% |
| Chemicals & Petrochemicals | 1 | 3.32% |
| Telecom - Services | 1 | 3.17% |
| Auto Components | 1 | 3.06% |
| IT - Software | 2 | 2.88% |
| Non - Ferrous Metals | 1 | 2.62% |
| Pharmaceuticals & Biotechnology | 1 | 2.57% |
| Construction | 2 | 2.50% |
| Industrial Products | 2 | 2.34% |
| Petroleum Products | 1 | 2.23% |
| Transport Services | 1 | 2.22% |
| Consumable Fuels | 1 | 1.91% |
| Realty | 2 | 1.82% |
| Cement & Cement Products | 1 | 1.71% |
| Consumer Durables | 1 | 1.61% |
| Textiles & Apparels | 1 | 1.40% |
| Healthcare Services | 1 | 0.83% |
| Beverages | 1 | 0.73% |
| Ferrous Metals | 1 | 0.71% |
| Diversified FMCG | 1 | 0.64% |
| Personal Products | 1 | 0.52% |
| Leisure Services | 1 | 0.44% |
Active bets vs the average Hybrid fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -4.22% | 6.86% | 12.28% | 22.97% | 52.38% | 95.0% |
| 3Y | 8.75% | 12.48% | 13.77% | 14.93% | 18.80% | 100.0% |
| 5Y | 10.20% | 12.09% | 14.59% | 16.67% | 18.58% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 13.8% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Hybrid.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 2 data points.
| 5Y |
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| Star |
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