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SBI Balanced Hybrid Fund(G)-Direct Plan

SBI Balanced Hybrid Fund(G)-Direct Plan

EquityDirect GrowthBalanced Risk

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Buy, Hold or Sell?

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NAV : 16 Sep 2026

₹9.95

Min. SIP amount

₹500

Fund size (AUM)

1821 Cr

Expense ratio

0.0%

Launched on

31 Aug 2026

Lock-in period

N/A

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

8,000

3M6M1Y3Y
Total investment
0
Would've become
0

Stock Allocation

Stock nameSectorAllocation
TrepsCash & Cash Equivalents And Net Assets99.46%
Adani Enterprises Ltd.Trading0.94%
Concord Biotech Ltd.Healthcare0.92%

Fund Composition

1821 Cr

Large Cap

2.82%

Mid Cap

0.75%

Small Cap

1.40%

Others

95.03%

Sector Allocation

1821 Cr

Cash & Cash Equivalents And Net Assets

95.03%

Healthcare

1.98%

Automobile & Ancillaries

1.57%

Trading

0.94%

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 upto 10% of units and 1% for remaining units on or before 1Y, NIL after 1Y

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

RR

Rajeev Radhakrishnan

Present

TD

Tanmaya Desai

Present

Similar/Peer Fund Comparison

Fund name
S

SBI Balanced Hybrid Fund(G)-Direct Plan

+0.00%
U

UTI Balanced Hybrid Fund(G)-Direct Plan

+0.00%
W

WOC Aggressive Hybrid Fund(G)-Direct Plan

+0.00%

FAQs

SBI Balanced Hybrid Fund(G)-Direct Plan is a part of SBI Funds Management Limited, it was incepted on 31 Aug 2026. This fund is managed by Rajeev Radhakrishnan and Tanmaya Desai. It is a Equity type of fund.

The current NAV of SBI Balanced Hybrid Fund(G)-Direct Plan is ₹9.95 (as of 16 Sep 2026).

SBI Balanced Hybrid Fund(G)-Direct Plan has delivered 0.00% in 1 year, 0.00% in 3 years, and 0.00% in 5 years (annualised).

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

The expense ratio of SBI Balanced Hybrid Fund(G)-Direct Plan is 0.0%.

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