SBI Balanced Hybrid Fund Direct Growth
Get the latest NAV of SBI Balanced Hybrid Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹9.99
▲0.1%1D
NAV as on 25 Sep 2026
/per year
Since Inception
▲▼
249 people have invested ₹ 48.3L in SBI Balanced Hybrid Fund in the last three months
SBI Balanced Hybrid Fund Performance vs. Balanced Allocation Index
Fund returns vs Benchmark returns vs Category Average returns as on (25-Sep-26)
The fund has underperformed the benchmark (Balanced Allocation Index) over the last 1Y, 3Y, 5Y time periods.
Peer comparison
SBI Balanced Hybrid Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
SBI Balanced Hybrid Fund Asset Allocation
See fund asset allocation details as on (14-Sep-26)
Fund Distribution
as on (14-Sep-26)
SBI Balanced Hybrid Fund Sector Allocation
See fund sector allocation details as on (14-Sep-26)
Sector Allocation
SBI Balanced Hybrid Fund Holdings Details
as on (31-Aug-26)
SBI Balanced Hybrid Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.58% |
Benchmark | Nifty 50 Hybrid Composite Debt 50:50 |
| AUM | -- |
| Inception Date | 31 August, 2026 |
| Min Lumpsum/SIP | ₹5,000/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 0% |
| Risk |   Low to Moderate Risk |
About SBI Balanced Hybrid Fund
SBI Balanced Hybrid Fund Direct Growth is a hybrid fund. This fund was started on 31 August, 2026. The fund is managed by Tanmaya Desai, Rajeev Radhakrishnan. This fund gives you the benefit of diversification.
Key Parameters
- SBI Balanced Hybrid Fund has ₹0 Cr worth of assets under management (AUM) as on Sep 2026 and is more than category average.
- The fund has an expense ratio 0.6.
Returns
SBI Balanced Hybrid Fund has given a CAGR return of -0.06% since inception.
Holdings
SBI Balanced Hybrid Fund has allocated its funds majorly in Cash Equivalent, Health, Consumer Cyclical, Financial Services, Corporate, Basic Materials, Industrial, Energy.
Taxation
As it is a balanced allocation mutual fund the taxation is as follows:If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitLong term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).
Investment objective of SBI Balanced Hybrid Fund
The Investment Objective of the fund is to generate long term capital appreciation and income by investing only in equity and debt instruments. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. SBI Balanced Hybrid Fund has no lock in period.
Fund Manager
Tanmaya Desai
Fund Manager of SBI Balanced Hybrid Fund, since 31 August 2026
Rajeev Radhakrishnan
Fund Manager of SBI Balanced Hybrid Fund, since 31 August 2026
Frequently Asked Questions for SBI Balanced Hybrid Fund Direct Growth
How do I invest in SBI Balanced Hybrid Fund?
- Download the INDmoney app.
- Search for ‘SBI Balanced Hybrid Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.