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SBI Aggressive Hybrid Fund(G)-Direct Plan

SBI Aggressive Hybrid Fund(G)-Direct Plan

HybridDirect GrowthHigh Risk

+10.26%

5Y annualised

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Buy, Hold or Sell?

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NAV : 09 Sep 2026

₹350.98

Min. SIP amount

₹500

Fund size (AUM)

88667 Cr

Expense ratio

0.72%

Launched on

01 Jan 2013

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
2,88,000
Would've become
3,50,131

Stock Allocation

Stock nameSectorAllocation
TrepsCash & Cash Equivalents And Net Assets6.09%
Icici Bank Ltd.Bank4.43%
Solar Industries India Ltd.Chemicals4.06%

Fund Composition

88667 Cr

Large Cap

56.54%

Mid Cap

15.69%

Small Cap

1.85%

Others

25.92%

Sector Allocation

88667 Cr

Bank

13.84%

Corporate Debt

12.28%

Power

7.41%

Cash & Cash Equivalents And Net Assets

6.46%

Chemicals

5.71%

It

5.57%

Finance

5.17%

Government Securities

4.10%

Others

38.36%

Minimum investments

Min. for SIP500
Min. for Lumpsum--

Returns vs rankings

Absolute returns
Name1Y3Y5Y
Fund returns------
Rank (Balanced)

Exit load, stamp duty and tax

Exit load

Nil for 10% of investments and 1% for remaining investment on or before 12M, Nil after 12M

No exit load after holding period

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

RS

R. Srinivasan

Present

RR

Rajeev Radhakrishnan

Present

MS

Mansi Sajeja

Present

Similar/Peer Fund Comparison

Fund name
B

Bank of India Aggressive Hybrid Fund(G)-Direct Plan

+17.24%
H

HSBC Multi Asset Active FOF(G)-Direct Plan

+15.61%
Q

Quant Aggressive Hybrid Fund(G)-Direct Plan

+13.00%
N

Navi Aggressive Hybrid Fund(G)-Direct Plan

+12.00%
H

HSBC Aggressive Hybrid Active FOF(G)-Direct Plan

+12.74%
B

Bandhan Aggressive Hybrid Fund(G)-Direct Plan

+14.26%
H

HSBC Aggressive Hybrid Fund(G)-Direct Plan

+13.28%
K

Kotak Aggressive Hybrid Fund(G)-Direct Plan

+12.87%

FAQs

SBI Aggressive Hybrid Fund(G)-Direct Plan is a part of SBI Funds Management Limited, it was incepted on 01 Jan 2013. This fund is managed by R. Srinivasan, Rajeev Radhakrishnan and Mansi Sajeja. It is a Hybrid type of fund.

The current NAV of SBI Aggressive Hybrid Fund(G)-Direct Plan is ₹350.98 (as of 09 Sep 2026).

SBI Aggressive Hybrid Fund(G)-Direct Plan has delivered 5.96% in 1 year, 12.37% in 3 years, and 10.26% in 5 years (annualised).

The minimum SIP amount for SBI Aggressive Hybrid Fund(G)-Direct Plan is ₹500.

The expense ratio of SBI Aggressive Hybrid Fund(G)-Direct Plan is 0.72%.

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