Bajaj Finserv
Search Bajajfinserv.in

BAJAJ FINANCE LIMITED

SBI Equity Hybrid Fund (IDCW) - Reinvestment

SBI Equity Hybrid Fund (IDCW) - Reinvestment

Hybrid | Aggressive Hybrid Fund
Returns -90.61% annually for last 1 yr
NAV on 19 Jun 2026₹66.18
Min SIP Amount₹500

About SBI Equity Hybrid Fund (IDCW) - Reinvestment

SBI Equity Hybrid Fund (IDCW) - Reinvestment has an Asset Under Management (AUM) of Rs. 84010.96 Cr as on 2026-06-19. The fund has an expense ratio of 1.31, which is quite reasonable as compared to most other Hybrid mutual fund schemes.

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

SBI Equity Hybrid Fund (IDCW) - Reinvestment 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 -90.61, -49.27 and -31.34 respectively.

Fund age
30 years10 months
AUM
₹ 84,010.96 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
1.31%
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%

Watch our videos

How should one measure the performance of Mutual Fund
Understanding Net Asset Value of Mutual Funds
SIP vs Lumpsum investment

Frequently Asked Questions

> Log in to the website. > Choose between Lumpsum or Systematic Investment Plan (SIP). > Choose your bank and preferred payment method. > An OTP will be sent to your registered email ID and mobile number. > Your transaction will be processed after OTP verification.

You are here

Disclaimer for Mutual fund

*Disclaimer for Bajaj Finance Limited (‘BFL’): "Stock trading business is carried by Bajaj Financial Securities Limited ...

Powered by Bajaj Financial Securities Limited (Bajaj Broking)