SBI Equity Hybrid Fund

November 22, 2025 RA Jainee Leave a reply

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SBI Equity Hybrid Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com 

NAV Growth: Rs 345.6661 
NAV IDCW: Rs 101.1488 

Suitable For Which Investors? 
When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options. But be prepared for ups and downs in your investment value along the way. 
Aggressive hybrid funds invest 65-80 per cent of your money in equity shares and the rest in bonds. Their returns are slightly lower than those of pure equity funds which invest all your money in shares, but they also fall relatively less when the stock markets decline. This makes them suitable for conservative equity investors or first-time equity investors who are not used to sharp ups and downs. 
Like for all equity-linked investments, you must invest only through the SIP route. 

Fund’s Investment Strategy: 
The scheme seeks to provide investors long-term capital appreciation along with the liquidity of an open-ended scheme by investing in a mix of debt and equity. The scheme will invest in a diversified portfolio of equities of high growth companies and balance the risk through investing the rest in fixed income securities. 

Fund Manager: 

1) Rama Iyer Srinivasan 
Education: Mr. Srinivasan is M.Com and MFM. 
Experience: Prior to joining SBI Mutual Fund he has worked with Principal AMC, Oppenheimer & Co, Indosuez WI Carr and Motilal Oswal. 
2) Rajeev Radhakrishnan 
Education: Mr. Radhakrishnan is B.E (Production), MMS (Finance) and CFA. 
Experience: Prior to joining SBI AMC he has worked with UTI Asset Management Company Ltd. 
3) Mansi Sajeja 
Education: Ms. Sajeja is a CFA and has done Post Graduate Diploma in Business Management. 
Experience: Prior to joining SBIFMPL, she was Rating Analyst at ICRA Limited.