SBI Equity Hybrid Fund
Direct · Growth ₹351.98
06 Jul 2026
NAV
14.3%
3Y CAGR
14.0%
5Y CAGR
14.0%
10Y CAGR
14.3%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
6.52
Sharpe
-27.5%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.75 L | 16.4% | -39.7% | 64.5% |
| 3 Years | ₹36.00 L | ₹43.80 L | 13.8% | -9.5% | 27.7% |
| 5 Years | ₹60.00 L | ₹84.22 L | 13.5% | -0.7% | 19.9% |
| 7 Years | ₹84.00 L | ₹1.36 Cr | 13.5% | 4.8% | 17.1% |
| 10 Years | ₹1.20 Cr | ₹2.42 Cr | 13.6% | 11.6% | 15.4% |
| 12 Years | ₹1.44 Cr | ₹3.46 Cr | 13.7% | 11.8% | 14.9% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 16.4% | 15.1% |
| 3 Years | 13.8% | 14.4% |
| 5 Years | 13.5% | 14.3% |
| 7 Years | 13.5% | 14.1% |
| 10 Years | 13.6% | 14.1% |
| 12 Years | 13.7% | 13.7% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 15.9% | 13.3% | -16.9% | 59.7% | 0.69 | 2.93 | 93% | — | — |
| 3 Years | 14.3% | 14.0% | 1.5% | 26.6% | 1.90 | 21.80 | 100% | — | — |
| 5 Years | 14.0% | 14.1% | 4.0% | 21.3% | 2.43 | 59.61 | 100% | — | — |
| 10 Years | 14.0% | 14.0% | 11.5% | 16.5% | 6.52 | — | 100% | — | — |
-27.5%
Max Drawdown
1 mo
Drawdown Duration
8 mo
Recovery Time
-2.7%
Avg Drawdown
Calmar Ratio by Duration
0.58
1Y
0.52
3Y
0.51
5Y
0.50
7Y
0.51
10Y
0.55
12Y
42
Total Holdings
32.9%
Top 10 Weight
26
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | ICICI Bank Ltd. | 4.34% |
| 2 | State Bank of India | 3.96% |
| 3 | Solar Industries India Ltd. | 3.91% |
| 4 | Adani Energy Solutions Ltd. | 3.51% |
| 5 | Adani Power Ltd. | 3.40% |
| 6 | Kotak Mahindra Bank Ltd. | 3.21% |
| 7 | Bharti Airtel Ltd. | 2.81% |
| 8 | Bajaj Finance Ltd. | 2.70% |
| 9 | MRF Ltd. | 2.54% |
| 10 | HDFC Bank Ltd. | 2.52% |