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SBI Mutual Fund

SBI Aggressive Hybrid Fund

SBI Mutual Fund · Direct plan · Growth

3-year returns
11.6%
a year
NAV
₹346.30
▲ 0.76% · 18 Sept 2026
Fund size
₹88,668 Cr
Expense ratio
0.73%
a year
Minimum SIP
₹500

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹311.12 and has returned 10.83% a year over 3 years.

Returns, and where it stands

Against the average aggressive hybrid fund, and its place among them. Anything longer than a year is a yearly rate.

PeriodThis fundCategoryRank
1 year2.9%0.8%ahead6 of 29
3 years11.6%10.9%ahead10 of 29
5 years9.6%10.2%behind13 of 26
10 years12.2%12%ahead8 of 19
Every period, and the Regular plan →
PeriodDirectRegular
1 month-2.2%-2.2%
3 months-0.5%-0.7%
6 months6%5.6%
1 year2.9%2.2%
2 yearsp.a.5.1%4.4%
3 yearsp.a.11.6%10.8%
5 yearsp.a.9.6%8.9%
7 yearsp.a.13.6%12.9%
10 yearsp.a.12.2%11.4%

Figures are for the Direct plan, and the rank compares it against the same plan of its peers, best first. Based on NAV history from Sept 2016.

Plan

NAV history

▲ 2.86% in the last 1Y

312.9335.0357.118 Sept 202519 Mar 202618 Sept 2026

Hover or tap the chart for the NAV on any date. Past NAVs are adjusted for unit splits.

If you had invested in this fund

Investment type
years
Total invested
₹1,80,000
Gain
₹23,281
XIRR (per year)
8.08%
Value today
₹2,03,281

36 monthly instalments from 22 Sept 2023, valued at the latest NAV. Past returns do not guarantee future returns.

What this fund holds

As on 31 August 2026

  • Equity74.1%
  • Debt19.4%
  • Cash6.43%
  • Other0.08%

Top holdings

The ten largest holdings and their share of the fund
ICICI Bank LtdBanks4.43%
Solar Industries India LtdChemicals & Petrochemicals4.06%
State Bank of IndiaBanks3.95%
Kotak Mahindra Bank LtdBanks3.31%
Adani Energy Solutions LtdPower3.04%
Adani Power LtdPower2.9%
Bajaj Finance LtdFinance2.74%
6.94% CGL 2036Sovereign2.65%
MRF LtdAuto Components2.56%
Adani Enterprises LtdMetals & Minerals Trading2.41%

and 96 more holdings.

Where the equity sits

  • Banks13.8%
  • Power7.41%
  • Retailing5.85%
  • IT - Software5.57%
  • Finance5.09%
  • Chemicals & Petrochemicals4.06%
  • Pharmaceuticals & Biotechnology2.7%
  • Auto Components2.56%

and 18 more sectors.

From the monthly portfolio SBI Mutual Fund publishes for this scheme, as required by SEBI. Cash covers bank balances, treasury bills lent overnight and money due to the scheme, which carry no ISIN and so are shown as the remainder.Original disclosure

What the ride has been like

Worked out from this fund's own NAV history, not a rating.

How bumpy
9.8% a year
1.1% less than the category average — the steadier side
Worst fall so far
−27.5%
Feb 2020 to Mar 2020, against −27.5% for the category.
Years that made money
92.4%
Of every one-year stretch it has been through.
Over any three years
1.5% to 22.5%
A year, at worst and at best. Typically 13.5%.

Fund details

Minimum lumpsum
₹1,000
Minimum top-up
₹1,000
Lock-in
None
Plan started
1 Jan 2013
Portfolio turnover
0.21x
Expense ratio
0.73%
as of 31 Jul 2026

Managed by R. Srinivasan, Rajeev Radhakrishnan

Direct plan figures, last checked on 20 Sept 2026. Exit load and the scheme's benchmark are in thescheme document.

How it compares

SBI Aggressive Hybrid Fund against other funds in the Aggressive Hybrid Fund category
Fund1Y3Y5YExpenseFund size
Bank of India Aggressive Hybrid Fund14.27%17.3%14.83%0.6%₹2,051 Cr
Bandhan Aggressive Hybrid Fund5.44%13.93%11.48%0.87%₹2,410 Cr
HSBC Aggressive Hybrid Fund4.52%13.31%0.93%₹5,870 Cr
Quant Aggressive Hybrid Fund9.3%13.06%12.94%1.38%₹2,158 Cr
JM Aggressive Hybrid Fund-0.16%12.96%13.16%1.09%₹700 Cr
ICICI Prudential Aggressive Hybrid Fund-0.51%12.8%14.61%1.05%₹52,433 Cr
SBI Aggressive Hybrid Fund2.86%11.57%9.62%0.73%₹88,668 Cr

About SBI Aggressive Hybrid Fund

SBI Aggressive Hybrid Fund is a aggressive hybrid fund managed by SBI Mutual Fund. Invest 65–80% in equity and the rest in debt.

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. However, there can be no assurance that the investment objective of the scheme will be achieved.

The scheme's stated objective, as published by SBI Mutual Fund.

The NAV (net asset value) is the price of one unit of the fund. It is published by the fund house every business day and changes with the value of the fund's holdings. The Growth option reinvests all gains, so its NAV reflects the fund's total return.

Tax on your gains

How gains are taxed depends on how much equity the scheme holds. At 65% equity or more it follows equity rules — 12.5% on long-term gains above ₹1.25 lakh; below that, gains are usually taxed at your slab rate. The scheme document states which applies.

Work out what you would owe with the capital gains tax calculator.

Every plan and option, with scheme codes
PlanOptionNAVScheme code
DirectGrowth₹346.296119609
DirectIDCW₹101.3328119604
RegularGrowth₹311.1205102885
RegularIDCW₹65.9282101551

Frequently asked questions

What is the NAV of SBI Aggressive Hybrid Fund today?

The NAV of SBI Aggressive Hybrid Fund (Direct plan, Growth) is ₹346.296 and the Regular plan NAV is ₹311.1205, as of 18 Sept 2026.

What returns has SBI Aggressive Hybrid Fund given?

Over the last year the Direct plan returned 2.86%, and 11.57% a year over 3 years and 9.62% a year over 5 years. That places it 10 of 29 funds in its category over 3 years. Past returns do not guarantee future returns.

What is the expense ratio of SBI Aggressive Hybrid Fund?

The Direct plan charges 0.73% a year, as disclosed on 31 Jul 2026. The fee is already taken out of the NAV, so the returns above are what you keep.

What is the minimum SIP amount in SBI Aggressive Hybrid Fund?

You can start a monthly SIP with ₹500, or invest a lump sum of ₹1,000 or more.

How much has SBI Aggressive Hybrid Fund fallen in the past?

Its deepest fall was 27.5% from 19 Feb 2020 to 23 Mar 2020. Of every one-year stretch in its history, 92% ended in a gain.

What does SBI Aggressive Hybrid Fund invest in?

As on 31 Aug 2026 it held 106 positions, the largest being ICICI Bank Ltd (4.4%), Solar Industries India Ltd (4.1%), State Bank of India (4%). Its biggest sector was banks at 13.8% of the fund. Portfolios change every month.

Which category does SBI Aggressive Hybrid Fund belong to?

It is a Aggressive Hybrid Fund from SBI Mutual Fund. Invest 65–80% in equity and the rest in debt.

What is the difference between the Direct and Regular plan?

Both invest in the same portfolio. The Direct plan is bought straight from the fund house or a direct platform and has a lower expense ratio because no distributor commission is paid, so its NAV grows slightly faster over time.

How are gains from SBI Aggressive Hybrid Fund taxed?

How gains are taxed depends on how much equity the scheme holds. At 65% equity or more it follows equity rules — 12.5% on long-term gains above ₹1.25 lakh; below that, gains are usually taxed at your slab rate. The scheme document states which applies.

Source: NAVs published by the fund house through AMFI. Mutual fund investments are subject to market risks; read all scheme-related documents carefully. Past performance does not guarantee future returns. This page is for information only and is not a recommendation to buy or sell.