SBI Equity Hybrid Fund Regular Reinvestment Inc Dist cum Cap Wdrl
Get the latest NAV of SBI Equity Hybrid Fund Regular Reinvestment Inc Dist cum Cap Wdrl. 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.
₹61.13
▲0.2%1D
NAV as on 20 Mar 2026
14.62%/per year
Since Inception
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SBI Equity Hybrid Fund Regular Reinvestment Inc Dist cum Cap Wdrl Performance vs. Aggressive Allocation Index
Fund returns vs Benchmark returns vs Category Average returns as on (20-Mar-26)
The fund has consistently outperformed the benchmark (Aggressive Allocation Index) over the last 1Y, 3Y, 5Y time periods.
SBI Equity Hybrid Fund Regular Reinvestment Inc Dist cum Cap Wdrl Ranking and Peer Comparison
Ranked based on performance, risk management and cost efficiency
Ranked 11 out of 19 mutual funds in the aggressive allocation category as per INDmoney.
SBI Equity Hybrid Fund Regular Reinvestment Inc Dist cum Cap Wdrl Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
SBI Equity Hybrid Fund Regular Reinvestment Inc Dist cum Cap Wdrl Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
SBI Equity Hybrid Fund Regular Reinvestment Inc Dist cum Cap Wdrl Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Corporate, Financial Services & Government
Corporate
45%
Financial Services
28%
Government
17%
Corporate
50%
Financial Services
28%
Government
25%
SBI Equity Hybrid Fund Regular Reinvestment Inc Dist cum Cap Wdrl Holdings Details
as on (28-Feb-26)
SBI Equity Hybrid Fund Regular Reinvestment Inc Dist cum Cap Wdrl Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 1.38% |
Benchmark | CRISIL Hybrid 35+65 - Agg TR INR |
| AUM | ₹82318 Cr |
| Inception Date | 31 December, 1995 |
| Min Lumpsum/SIP | ₹1,000/₹500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 67.16% |
| Risk |   Very High Risk |
About SBI Equity Hybrid Fund Regular Reinvestment Inc Dist cum Cap Wdrl
SBI Equity Hybrid Fund Regular Reinvestment Inc Dist cum Cap Wdrl is a hybrid fund. This fund was started on 31 December, 1995. The fund is managed by Rajeev Radhakrishnan, Mansi Sajeja, Pradeep Kesavan, R. Srinivasan. This fund gives you the benefit of diversification.
Key Parameters
- SBI Equity Hybrid Fund Regular Reinvestment Inc Dist cum Cap Wdrl has ₹82318 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 1.4.
Returns
SBI Equity Hybrid Fund Regular Reinvestment Inc Dist cum Cap Wdrl has given a CAGR return of 14.62% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 4.21%, 13.85% and 10.88% respectively.
Holdings
SBI Equity Hybrid Fund Regular Reinvestment Inc Dist cum Cap Wdrl has allocated its funds majorly in Corporate, Cash Equivalent, Financial Services, Government, Basic Materials, Industrial, Consumer Cyclical, Utilities, Health, Energy, Communication, Tech, Consumer Defensive, Real Estate.
Taxation
As it is a aggressive 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 Equity Hybrid Fund Regular Reinvestment Inc Dist cum Cap Wdrl
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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 1000.00 and for SIP is INR 500.00. SBI Equity Hybrid Fund Regular Reinvestment Inc Dist cum Cap Wdrl has no lock in period.
Fund Manager
Rajeev Radhakrishnan
Fund Manager of SBI Equity Hybrid Fund Regular Reinvestment Inc Dist cum Cap Wdrl, since 1 December 2023
Mansi Sajeja
Fund Manager of SBI Equity Hybrid Fund Regular Reinvestment Inc Dist cum Cap Wdrl, since 1 December 2023
Pradeep Kesavan
Fund Manager of SBI Equity Hybrid Fund Regular Reinvestment Inc Dist cum Cap Wdrl, since 1 December 2023
R. Srinivasan
Fund Manager of SBI Equity Hybrid Fund Regular Reinvestment Inc Dist cum Cap Wdrl, since 1 January 2012
- AUM of the fund stands at 82.3K Cr as of Feb'26
- AUM increased by 1.1K Cr between Feb'26 and Jan'26
Frequently Asked Questions for SBI Equity Hybrid Fund Regular Reinvestment Inc Dist cum Cap Wdrl
How do I invest in SBI Equity Hybrid Fund Regular Reinvestment Inc Dist cum Cap Wdrl?
- Download the INDmoney app.
- Search for ‘SBI Equity Hybrid Fund Regular Reinvestment Inc Dist cum Cap Wdrl’.
- 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.