Skip to content
SmartFigure
SBI Mutual Fund

SBI Balanced Hybrid Fund

SBI Mutual Fund · Direct plan · Growth

NAV
₹10.01
▲ 0.4% · 18 Sept 2026

Figures are for the Direct plan. The Regular plan, bought through a distributor, is at ₹10.00 and has returned – over a year.

Returns, and where it stands

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

This fund does not have enough NAV history yet to show returns.

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 2026.

Plan

NAV history

▼ 0.03% in the last 1Y

9.9510.0010.04 Sept 202610 Sept 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

Not enough NAV history for this period.

What this fund holds

As on 31 August 2026

  • Cash95%
  • Equity4.97%

Top holdings

The ten largest holdings and their share of the fund
Adani Enterprises LtdMetals & Minerals Trading0.94%
Concord Biotech LtdPharmaceuticals & Biotechnology0.92%
Balkrishna Industries LtdAuto Components0.75%
Bosch LtdAuto Components0.55%
Sun Pharmaceutical Industries LtdPharmaceuticals & Biotechnology0.54%
Divi's Laboratories LtdPharmaceuticals & Biotechnology0.52%
Navin Fluorine International LtdChemicals & Petrochemicals0.48%
Hyundai Motor India LtdAutomobiles0.27%

Where the equity sits

  • Pharmaceuticals & Biotechnology1.98%
  • Auto Components1.3%
  • Metals & Minerals Trading0.94%
  • Chemicals & Petrochemicals0.48%
  • Automobiles0.27%

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

How it compares

SBI Balanced Hybrid Fund against other funds in the Balanced Hybrid Fund category
Fund1Y3Y5YExpenseFund size
360 ONE Balanced Hybrid Fund4.59%0.53%₹717 Cr
WhiteOak Capital Balanced Hybrid Fund2.39%0.72%₹301 Cr
SBI Balanced Hybrid Fund

About SBI Balanced Hybrid Fund

SBI Balanced Hybrid Fund is a balanced hybrid fund managed by SBI Mutual Fund. Invest 40–60% each in equity and debt.

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₹10.0093154618
DirectIDCW₹10.0092154617
RegularGrowth₹10.0033154615
RegularIDCW₹10.0033154616

Frequently asked questions

What is the NAV of SBI Balanced Hybrid Fund today?

The NAV of SBI Balanced Hybrid Fund (Direct plan, Growth) is ₹10.0093 and the Regular plan NAV is ₹10.0033, as of 18 Sept 2026.

What returns has SBI Balanced Hybrid Fund given?

Over the last year the Direct plan returned –. Past returns do not guarantee future returns.

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

Its deepest fall was 0.9% from 10 Sept 2026 to 16 Sept 2026.

What does SBI Balanced Hybrid Fund invest in?

As on 31 Aug 2026 it held 8 positions, the largest being Adani Enterprises Ltd (0.9%), Concord Biotech Ltd (0.9%), Balkrishna Industries Ltd (0.8%). Its biggest sector was pharmaceuticals & biotechnology at 2% of the fund. Portfolios change every month.

Which category does SBI Balanced Hybrid Fund belong to?

It is a Balanced Hybrid Fund from SBI Mutual Fund. Invest 40–60% each in equity and 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 Balanced 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.