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SBI Equity Hybrid Fund (IDCW) - Payout

SBI Equity Hybrid Fund (IDCW) - Payout

Hybrid | Aggressive Hybrid Fund
Returns 3.88% annually for last 1 yr
NAV on 17 Jul 2026₹66.92
Min SIP Amount₹500

About SBI Equity Hybrid Fund (IDCW) - Payout

SBI Equity Hybrid Fund (IDCW) - Payout has an Asset Under Management (AUM) of Rs. 85633.48 Cr as on 2026-07-17. The fund has an expense ratio of 1.38, which is quite reasonable as compared to most other Hybrid mutual fund schemes.

Key features of SBI Equity Hybrid Fund (IDCW) - Payout

SBI Equity Hybrid Fund (IDCW) - Payout is a Hybrid mutual fund scheme from SBI Mutual Fund. This fund has been launched on 1995-08-30. The sub-category of this fund is Aggressive Hybrid Fund. The 1-year, 3-year and 5-year returns of this fund were 3.88, 12.7 and 10.85 respectively.

Fund age
30 years11 months
AUM
₹ 85,633.48 Cr
Lock-in Period
0
Exit Load
For exit within 12 months from the date of allotment. For 10% of investment - NIL For remaining investments - 1:00% For exit after 12 months from the date of allotment - NIL.
Expense ratio
1.38%
Tax Implications

Withdrawal after 3 years: 12.5% tax on gains above ₹1.25 lakhs per financial year

Withdrawal within 2 years: Tax on gains as per income tax bracket Withdrawal after 2 year: 12.5% without indexation benefits

Withdrawal within 1 year: 20% tax on gains Withdrawal after 1 year: 12.5% tax on gains above ₹1.25 lakhs per financial year

Calculate your SIP value

Total value

₹58,08,477

94% growth in 10 years

Estimated returns

₹28,08,477

Invested Amount

₹30,00,000

Investment Type

Investment Amount

₹ 

Tenure (in years)

 years

Expected Return

 %

Returns (by years)

Estimated Returns
Invested Amount

Very High

Your investment will be at Very High risk

Sector NameAllocation
Debt25.64%
Banks14.15%
Power7.38%
Retailing6.19%
Finance5.43%
Pharmaceuticals & Biotech3.42%

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