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SBI Balanced Hybrid Fund

AMC: SBI Moderate Risk • Hybrid • Balanced
⚖️ SIP Calculator

📊 Quick Summary Of This Page

SBI Balanced Hybrid Fund is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹1,000
Minimum SIP
0.00%
Expense Ratio
Mr. Rajeev Radhakrishnan
Fund Manager
Growth
Plan Type
10 Aug 2026
Launch Date
1%
NIL - If units purchased or switched in from another scheme of the Fund are redeemed or switched out upto 10% of the units (the limit) purchased or switched on or before 1 year from the date of allotment. 1% of the applicable NAV - If units purchased or switched in from another scheme of the Fund are redeemed or switched out in excess of the limit on or before 1 year from the date of allotment NIL - If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment.
Exit Load
NAV Momentum
1 Day
-0.61%
Fund Analysis

SBI Balanced Hybrid Fund does not yet have a 5-year performance history.

The average return for Balanced funds is 0.00% .

Holdings Insights

The fund currently owns more than 0 stocks.

The top 10 holdings account for 0.00% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return N/A N/A
2 Year Return N/A N/A
3 Year Return N/A N/A
4 Year Return N/A N/A
5 Year Return N/A N/A
6 Year Return N/A N/A
7 Year Return N/A N/A
Expense Ratio 0.00% -
NAV History
Fund Information

AMC: SBI

Category: Hybrid • Balanced

Launch Date: 10 Aug 2026

Fund Manager: Mr. Rajeev Radhakrishnan

Minimum Purchase: ₹5,000

Exit Load: NIL - If units purchased or switched in from another scheme of the Fund are redeemed or switched out upto 10% of the units (the limit) purchased or switched on or before 1 year from the date of allotment. 1% of the applicable NAV - If units purchased or switched in from another scheme of the Fund are redeemed or switched out in excess of the limit on or before 1 year from the date of allotment NIL - If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment.

Lock-in: 0

Risk: Moderate Risk

About This Fund

SBI Balanced Hybrid Fund is managed by SBI and belongs to the Hybrid category.

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

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Frequently Asked Questions

SBI Balanced Hybrid Fund is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of SBI Balanced Hybrid Fund depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

SBI Balanced Hybrid Fund holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in SBI Balanced Hybrid Fund, based on the latest portfolio data.

SBI Balanced Hybrid Fund currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of SBI Balanced Hybrid Fund is , which represents the annual cost charged for managing the fund.

SBI Balanced Hybrid Fund manages assets worth approximately , representing the total investor capital under management.

SBI Balanced Hybrid Fund carries a risk profile based on its portfolio composition, volatility and market exposure.

SBI Balanced Hybrid Fund performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, SBI Balanced Hybrid Fund can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

SBI Balanced Hybrid Fund is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing SBI Balanced Hybrid Fund and making investment decisions.

Yes, SBI Balanced Hybrid Fund provides company-wise exposure showing which stocks the fund is invested in and their weightage.

SBI Balanced Hybrid Fund may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of SBI Balanced Hybrid Fund to estimate returns and wealth creation over different time periods.
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