SBI Aggressive Hybrid Fund
Aggressive HybridVery HighOPEN-ENDED
- NAV as on 9 Nov 2026
- ₹321.58+0.43%1 day
- Return since launch
- 15.0%
- 52-week range
- ₹281.49 — ₹321.66
- AUM
- ₹85,922 Cr
SBI Aggressive Hybrid Fund is a Aggressive Hybrid hybrid fund from SBI Mutual Fund with ₹85,922 Cr under management, launched in 1995. Over three years it has returned 8.7% a year, against 11.0% for its category. The expense ratio is 1.40% and the SEBI riskometer reading is Very High.
Performance
SBI Aggressive Hybrid Fund NAV and returns
Growth of the fund against its category average over the period you pick.
Over 1Y this fund returned +4.4% against +1.6% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 8.5% | +6.4 pts | 2.1% | 5.8% |
| 2Y | 7.8% | +2.8 pts | 5.1% | 4.7% |
| 3Y | 8.7% | −2.3 pts | 11.0% | 5.4% |
| 5Y | 10.7% | +1.7 pts | 8.9% | 8.7% |
| 7Y | 11.9% | +0.1 pts | 11.8% | 10.4% |
| 10Y | 11.9% | +0.7 pts | 11.2% | 10.3% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | 6.5% | +1.3 pts | 5.2% | 5.7% |
| 3M | 0.3% | +0.7 pts | -0.3% | -0.1% |
| 6M | 5.3% | +1.1 pts | 4.2% | 4.2% |
| 1Y | 4.4% | +2.3 pts | 2.1% | 1.6% |
| 2Y | 8.4% | +4.8 pts | 3.6% | 3.3% |
| 3Y | 12.6% | +1.7 pts | 11.0% | 10.1% |
| 5Y | 9.3% | +0.3 pts | 8.9% | 8.0% |
| 7Y | 12.3% | −0.6 pts | 12.8% | 11.1% |
| 10Y | 11.7% | +0.5 pts | 11.2% | 9.9% |
Since launch (31 Aug 1995): 15.0%
Calendar-year returns
Category average12.9%
23.6%
2.3%
16.4%
14.2%
12.3%
Show as a table
| Period | Fund | vs category | Category |
|---|---|---|---|
| 2025 | 12.3% | +5.5 pts | 6.8% |
| 2024 | 14.2% | −4.2 pts | 18.4% |
| 2023 | 16.4% | −6.6 pts | 23.0% |
| 2022 | 2.3% | −1.4 pts | 3.7% |
| 2021 | 23.6% | −4.3 pts | 27.9% |
| 2020 | 12.9% | −3.0 pts | 15.9% |
Returns over one year are annualised. Shorter periods are absolute.
Costs & terms
Costs and terms
What the fund charges each year, and the rules around putting money in and taking it out.
Costs
1.39%
Expense ratio as on 5 Nov 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 1.11%
- Brokerage
- 0.02%
- Transaction charges
- 0.00%
- Statutory levies
- 0.26%
- Exit load
- For units in excess of 10% of the investment,1% will be charged for redemption within 365 days
- Lock-in
- None
Terms
- Min SIP
- ₹3,000
- Min lumpsum
- ₹5,000
- Plan
- GROWTH
- Fund type
- OPEN-ENDED
- Benchmark
- CRISIL Hybrid 35+65 Aggressive Index
- Short-term capital gains
- Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains
- After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Risk
Risk
What the riskometer means for this fund, and how its ratios sit against the category.
Very High
Your principal is treated as being at very high risk — typically small cap, sectoral and thematic equity schemes.
| Ratio | Fund | Category avg | Read as |
|---|---|---|---|
| Alpha | — | — | Return earned above what the benchmark alone would have given. Higher is better. |
| Beta | 1.02 | 1.14 | How hard the fund moves when the market moves. Under 1 is steadier than the market. |
| Sharpe | 0.51 | 0.55 | Return earned for each unit of total risk taken. Higher is better. |
| Sortino | 0.71 | 0.77 | Return earned for each unit of downside risk. Higher is better. |
| Std. deviation | 10.97 | 13.36 | How widely monthly returns have varied around their own average. Lower is steadier. |
| Average of 5 category peers | |||
Portfolio
SBI Aggressive Hybrid Fund portfolio
Portfolio as of 30 Sep 2026
Asset allocation
- Equity73.3%
- Debt21.9%
- Other4.8%
Market cap split
- Large77.2%
- Mid22.8%
- P/E
- 23.20
- P/B
- 3.70
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| Others | Others | 4.83% | ₹4,162 Cr | +0.10% | +0.11% | +0.09% |
| Adani Power Ltd. | Energy | 4.23% | ₹3,647 Cr | +6.79% | +5.49% | +3.45% |
| ICICI Bank Ltd. | Financial | 4.14% | ₹3,569 Cr | +4.34% | +3.79% | +3.58% |
| State Bank of India | Financial | 4.10% | ₹3,532 Cr | +15.83% | +16.95% | +14.58% |
| Solar Industries India Ltd. | Chemicals | 4.06% | ₹3,498 Cr | +3.91% | +2.83% | +3.02% |
| Kotak Mahindra Bank Ltd. | Financial | 3.39% | ₹2,919 Cr | +3.21% | +3.24% | +3.53% |
| Adani Energy Solutions Ltd. | Energy | 2.90% | ₹2,498 Cr | +3.51% | +2.47% | +2.23% |
| Muthoot Finance Ltd. | Financial | 2.74% | ₹2,357 Cr | +9.80% | +11.60% | +10.91% |
| Bajaj Finance Ltd. | Financial | 2.62% | ₹2,257 Cr | +5.40% | +4.41% | +5.31% |
| Adani Enterprises Ltd. | Services | 2.51% | ₹2,166 Cr | +2.09% | — | — |
| MRF Ltd. | Automobile | 2.47% | ₹2,130 Cr | +2.54% | +2.86% | +3.14% |
| HDFC Bank Ltd. | Financial | 2.47% | ₹2,126 Cr | +2.52% | +2.88% | +5.30% |
| GOI | Sovereign | 2.46% | ₹2,120 Cr | +0.02% | +0.02% | +1.95% |
| Avenue Supermarts Ltd. | Services | 2.40% | ₹2,066 Cr | +1.69% | +1.85% | +1.87% |
| Interglobe Aviation Ltd. | Services | 2.31% | ₹1,994 Cr | +2.51% | +2.22% | +2.48% |
| Life Insurance Corporation of India | Insurance | 2.29% | ₹1,976 Cr | — | — | — |
| Larsen & Toubro Ltd. | Construction | 2.27% | ₹1,960 Cr | +4.99% | +4.73% | +4.77% |
| Bharti Airtel Ltd. | Communication | 2.24% | ₹1,933 Cr | +2.81% | +3.27% | +3.78% |
| Reliance Industries Ltd. | Energy | 1.91% | ₹1,642 Cr | +4.53% | +4.58% | +4.49% |
| Divi's Laboratories Ltd. | Healthcare | 1.83% | ₹1,580 Cr | +1.77% | +2.57% | +2.66% |
| Lenskart Solutions Ltd. | Consumer Discretionary | 1.83% | ₹1,576 Cr | +1.38% | +1.51% | — |
| Coforge Ltd. | Technology | 1.83% | ₹1,574 Cr | +1.69% | — | — |
| Tata Consultancy Services Ltd. | Technology | 1.67% | ₹1,435 Cr | +1.66% | +1.24% | +1.46% |
| Sun Pharmaceutical Industries Ltd. | Healthcare | 1.67% | ₹1,435 Cr | — | +0.40% | — |
| Asian Paints Ltd. | Materials | 1.53% | ₹1,321 Cr | +1.69% | +1.56% | +1.70% |
| Infosys Ltd. | Technology | 1.50% | ₹1,292 Cr | +1.52% | +1.96% | +2.37% |
| JSW Energy Ltd. | Capital Goods | 1.44% | ₹1,237 Cr | +1.70% | +1.17% | — |
| Page Industries Ltd. | Textiles | 1.34% | ₹1,155 Cr | +1.53% | +1.32% | +0.66% |
| AIA Engineering Ltd. | Metals & Mining | 1.30% | ₹1,122 Cr | +1.72% | +1.38% | +1.12% |
| JSW Kalinga Steel Ltd. | Metals & Mining | 1.06% | ₹910 Cr | +1.05% | +1.15% | — |
| DLF Ltd. | Construction | 1.02% | ₹876 Cr | +0.94% | +0.86% | — |
| Coal India Ltd. | Materials | 0.94% | ₹808 Cr | +1.49% | +1.95% | — |
| Meesho Ltd. | Services | 0.94% | ₹806 Cr | +0.80% | +0.65% | — |
| Jindal Steel Ltd. | Metals & Mining | 0.92% | ₹794 Cr | +0.87% | +0.44% | +0.25% |
| Shree Cement Ltd. | Materials | 0.88% | ₹758 Cr | +1.74% | +2.32% | +2.59% |
| Astral Ltd. | Materials | 0.84% | ₹726 Cr | +0.83% | +1.11% | +0.26% |
| Havells India Ltd. | Capital Goods | 0.83% | ₹711 Cr | — | — | — |
| ITC Ltd. | Consumer Staples | 0.82% | ₹709 Cr | +0.77% | +0.64% | — |
| Vishal Mega Mart Ltd. | Services | 0.82% | ₹707 Cr | +0.96% | +0.97% | +1.41% |
| JTPM Metal Traders Ltd. | Metals & Mining | 0.81% | ₹701 Cr | +0.81% | +0.75% | +0.63% |
| Max Healthcare Institute Ltd. | Healthcare | 0.76% | ₹651 Cr | +0.92% | +0.88% | +0.99% |
| Adani Airport Holdings Ltd. | Services | 0.69% | ₹596 Cr | +0.77% | +0.93% | +1.04% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | 0.69% | ₹592 Cr | +0.82% | +0.91% | — |
| Vertis Infrastructure Trust | Construction | 0.69% | ₹591 Cr | +0.69% | +0.77% | +0.76% |
| GMR Airports Ltd. | Construction | 0.68% | ₹584 Cr | +0.68% | +0.52% | +0.38% |
| United Breweries Ltd. | Consumer Staples | 0.67% | ₹579 Cr | +0.51% | +0.60% | +0.68% |
| Sundaram Finance Ltd. | Financial | 0.64% | ₹548 Cr | +0.65% | +0.72% | — |
| Renserv Global Pvt Ltd. | Others | 0.60% | ₹515 Cr | +0.60% | +0.67% | +0.65% |
| HDB Financial Services Ltd. | Financial | 0.58% | ₹500 Cr | +0.06% | — | — |
| L&T Metro Rail (Hyderabad) Ltd. | Construction | 0.57% | ₹494 Cr | — | — | — |
| Reserve Bank of India | Financial | 0.56% | ₹485 Cr | +0.56% | — | — |
| TVS Holdings Ltd. | Automobile | 0.52% | ₹451 Cr | +0.53% | +0.59% | +0.58% |
| Tata Housing Devp. Co. Ltd | Construction | 0.51% | ₹442 Cr | +0.52% | +0.58% | — |
| Interise Trust | Financial | 0.48% | ₹410 Cr | — | — | — |
| Samvardhana Motherson International Ltd. | Automobile | 0.47% | ₹406 Cr | +0.47% | +0.39% | +0.44% |
| Small Industries Devp. Bank of India Ltd. | Financial | 0.46% | ₹398 Cr | +0.01% | — | — |
| Union Bank of India | Financial | 0.46% | ₹394 Cr | +0.08% | +0.34% | — |
| LIC Housing Finance Ltd. | Financial | 0.43% | ₹369 Cr | +0.35% | +0.39% | +0.38% |
| Canara Bank | Financial | 0.39% | ₹339 Cr | +0.31% | +0.36% | +0.35% |
| Procter & Gamble Hygiene and Health Care Ltd. | Consumer Staples | 0.34% | ₹292 Cr | +0.46% | +0.53% | +0.77% |
| India Infrastructure Finance Company Ltd. | Construction | 0.34% | ₹291 Cr | +0.35% | +0.38% | +0.38% |
| Aditya Birla Renewables Ltd. | Energy | 0.29% | ₹250 Cr | +0.33% | +0.37% | +0.37% |
| ICICI Securities Primary Dealership Ltd. | Financial | 0.29% | ₹250 Cr | +0.29% | — | — |
| Nomura Fixed Income Securities Pvt. Ltd. | Financial | 0.29% | ₹250 Cr | +0.29% | — | — |
| IDBI Bank Ltd. | Financial | 0.29% | ₹249 Cr | — | — | — |
| Tata Power Renewable Energy Ltd. | Capital Goods | 0.29% | ₹248 Cr | +0.35% | +0.38% | +0.39% |
| Oberoi Realty Ltd. | Construction | 0.29% | ₹246 Cr | +0.93% | +0.84% | +0.90% |
| Tamilnadu State | Others | 0.23% | ₹199 Cr | +0.29% | +0.31% | — |
| Aditya Birla Real Estate Ltd | Consumer Staples | 0.18% | ₹155 Cr | +0.18% | +0.22% | +0.21% |
| National Highways Infra Trust | Construction | 0.18% | ₹155 Cr | 0.00% | 0.00% | 0.00% |
| India Universal Trust AL1 | Others | 0.18% | ₹152 Cr | +0.22% | +0.27% | +0.31% |
| Bharti Telecom Ltd. | Communication | 0.18% | ₹151 Cr | +0.30% | +0.33% | +0.33% |
| Summit Digitel Infrastructure Pvt. Ltd. | Communication | 0.17% | ₹147 Cr | +0.18% | +0.19% | +0.19% |
| Torrent Power Ltd. | Energy | 0.17% | ₹146 Cr | +0.07% | +0.08% | +0.08% |
| Varun Beverages Ltd. | Consumer Staples | 0.17% | ₹144 Cr | +0.20% | +0.17% | +0.19% |
| Torrent Investments Ltd. | Financial | 0.13% | ₹114 Cr | +0.13% | +0.22% | +0.21% |
| Rajasthan State | Others | 0.12% | ₹103 Cr | +0.12% | — | — |
| ICICI Life Insurance Ltd. | Insurance | 0.12% | ₹100 Cr | — | — | — |
| National Bank For Agriculture & Rural Development | Financial | 0.12% | ₹99.34 Cr | +0.01% | — | +0.41% |
| REC Ltd. | Financial | 0.07% | ₹56.57 Cr | +0.07% | +0.20% | +0.10% |
| Power Finance Corporation Ltd. | Financial | 0.06% | ₹54.29 Cr | +0.07% | +0.22% | +0.03% |
| Jio Credit Ltd. | Financial | 0.06% | ₹49.25 Cr | — | — | — |
| West Bengal State | Others | 0.04% | ₹30.33 Cr | +0.97% | +1.33% | — |
| Deutsche Bank AG (India) | Financial | 0.03% | ₹25.00 Cr | — | — | — |
| Bank Of Baroda | Financial | 0.03% | ₹23.79 Cr | — | — | +0.10% |
| Bank of India | Financial | 0.02% | ₹14.13 Cr | +0.20% | +0.02% | +0.25% |
| Karnataka State | Others | 0.01% | ₹4.98 Cr | — | — | — |
| Uttar Pradesh State | Others | 0.01% | ₹4.49 Cr | — | — | — |
| Numero Uno International Ltd | Services | 0.00% | ₹0.00 Cr | 0.00% | 0.00% | 0.00% |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| Sun Pharmaceutical Industries Ltd. | 0.67% | 1.67% | +0.99% |
| West Bengal State | 0.93% | 0.04% | -0.90% |
| L&T Metro Rail (Hyderabad) Ltd. | 0.00% | 0.57% | +0.57% |
| Havells India Ltd. | 0.31% | 0.83% | +0.51% |
| Interise Trust | 0.00% | 0.48% | +0.48% |
| Westlife Foodworld Ltd. | 0.46% | 0.00% | -0.46% |
| Union Bank of India | 0.00% | 0.46% | +0.46% |
| Reliance Industries Ltd. | 2.16% | 1.79% | -0.37% |
| Oberoi Realty Ltd. | 0.61% | 0.29% | -0.33% |
| HDFC Bank Ltd. | 2.16% | 2.47% | +0.31% |
| IDBI Bank Ltd. | 0.00% | 0.29% | +0.29% |
| ICICI Bank Ltd. | 4.43% | 4.14% | -0.29% |
| Tata Consultancy Services Ltd. | 1.89% | 1.67% | -0.23% |
| Divi's Laboratories Ltd. | 2.03% | 1.83% | -0.20% |
| GOI | 2.65% | 2.46% | -0.19% |
| Coforge Ltd. | 2.02% | 1.83% | -0.19% |
| Bajaj Finance Ltd. | 2.74% | 2.56% | -0.18% |
| Adani Power Ltd. | 2.90% | 3.08% | +0.17% |
| Infosys Ltd. | 1.66% | 1.50% | -0.16% |
| ITC Ltd. | 0.66% | 0.82% | +0.16% |
| Adani Energy Solutions Ltd. | 3.04% | 2.90% | -0.14% |
| Swiggy Ltd. | 0.13% | 0.00% | -0.13% |
| ICICI Life Insurance Ltd. | 0.00% | 0.12% | +0.12% |
| Meesho Ltd. | 0.82% | 0.94% | +0.12% |
| Asian Paints Ltd. | 1.65% | 1.53% | -0.11% |
| Lenskart Solutions Ltd. | 1.72% | 1.83% | +0.11% |
| Small Industries Devp. Bank of India Ltd. | 0.01% | 0.12% | +0.11% |
| Adani Enterprises Ltd. | 2.41% | 2.51% | +0.11% |
| Larsen & Toubro Ltd. | 2.35% | 2.25% | -0.10% |
| LIC Housing Finance Ltd. | 0.33% | 0.43% | +0.10% |
| Muthoot Finance Ltd. | 2.35% | 2.45% | +0.09% |
| MRF Ltd. | 2.56% | 2.47% | -0.09% |
| AIA Engineering Ltd. | 1.39% | 1.30% | -0.09% |
| Avenue Supermarts Ltd. | 2.31% | 2.40% | +0.09% |
| National Bank For Agriculture & Rural Development | 0.03% | 0.12% | +0.09% |
| company:18044 | 0.08% | 0.00% | -0.08% |
| Kotak Mahindra Bank Ltd. | 3.31% | 3.39% | +0.08% |
| Coal India Ltd. | 0.86% | 0.94% | +0.08% |
| Max Healthcare Institute Ltd. | 0.82% | 0.76% | -0.07% |
| Astral Ltd. | 0.91% | 0.84% | -0.07% |
| United Breweries Ltd. | 0.74% | 0.67% | -0.07% |
| Life Insurance Corporation of India | 2.36% | 2.29% | -0.06% |
| Page Industries Ltd. | 1.28% | 1.34% | +0.06% |
| Vishal Mega Mart Ltd. | 0.87% | 0.82% | -0.05% |
| Procter & Gamble Hygiene and Health Care Ltd. | 0.39% | 0.34% | -0.05% |
| Interglobe Aviation Ltd. | 2.36% | 2.31% | -0.05% |
| Tamilnadu State | 0.27% | 0.23% | -0.04% |
| Shree Cement Ltd. | 0.92% | 0.88% | -0.04% |
| JSW Kalinga Steel Ltd. | 1.02% | 1.06% | +0.04% |
| JSW Energy Ltd. | 1.47% | 1.44% | -0.03% |
| JTPM Metal Traders Ltd. | 0.79% | 0.81% | +0.02% |
| GMR Airports Ltd. | 0.66% | 0.68% | +0.02% |
| Jindal Steel Ltd. | 0.94% | 0.92% | -0.02% |
| HDB Financial Services Ltd. | 0.56% | 0.58% | +0.02% |
| Vertis Infrastructure Trust | 0.67% | 0.69% | +0.02% |
| Reserve Bank of India | 0.55% | 0.56% | +0.02% |
| Renserv Global Pvt Ltd. | 0.58% | 0.60% | +0.02% |
| Varun Beverages Ltd. | 0.15% | 0.17% | +0.02% |
| Sundaram Finance Ltd. | 0.62% | 0.64% | +0.02% |
| India Universal Trust AL1 | 0.19% | 0.18% | -0.02% |
| TVS Holdings Ltd. | 0.51% | 0.52% | +0.01% |
| Samvardhana Motherson International Ltd. | 0.46% | 0.47% | +0.01% |
| Tata Housing Devp. Co. Ltd | 0.50% | 0.51% | +0.01% |
| Cholamandalam Investment and Finance Company Ltd. | 0.39% | 0.40% | +0.01% |
| ICICI Securities Primary Dealership Ltd. | 0.28% | 0.29% | +0.01% |
| Nomura Fixed Income Securities Pvt. Ltd. | 0.28% | 0.29% | +0.01% |
| Aditya Birla Renewables Ltd. | 0.28% | 0.29% | +0.01% |
| Karnataka State | 0.00% | 0.01% | +0.01% |
| India Infrastructure Finance Company Ltd. | 0.33% | 0.34% | +0.01% |
| Uttar Pradesh State | 0.00% | 0.01% | +0.01% |
| Bharti Airtel Ltd. | 2.25% | 2.24% | 0.00% |
| Aditya Birla Real Estate Ltd | 0.18% | 0.18% | 0.00% |
| Adani Airport Holdings Ltd. | 0.70% | 0.69% | 0.00% |
| DLF Ltd. | 1.01% | 1.02% | 0.00% |
| Bharti Telecom Ltd. | 0.14% | 0.15% | 0.00% |
| Summit Digitel Infrastructure Pvt. Ltd. | 0.17% | 0.17% | 0.00% |
| Torrent Investments Ltd. | 0.13% | 0.13% | 0.00% |
| Canara Bank | 0.10% | 0.10% | 0.00% |
| State Bank of India | 0.28% | 0.28% | 0.00% |
| Tata Power Renewable Energy Ltd. | 0.29% | 0.29% | 0.00% |
| Rajasthan State | 0.12% | 0.12% | 0.00% |
| Power Finance Corporation Ltd. | 0.06% | 0.06% | 0.00% |
| Torrent Power Ltd. | 0.03% | 0.03% | 0.00% |
| Bank Of Baroda | 0.03% | 0.03% | 0.00% |
| Others | 0.03% | 0.03% | 0.00% |
| Deutsche Bank AG (India) | 0.03% | 0.03% | 0.00% |
| Jio Credit Ltd. | 0.06% | 0.06% | 0.00% |
| REC Ltd. | 0.06% | 0.07% | 0.00% |
| Bank of India | 0.02% | 0.02% | 0.00% |
| Solar Industries India Ltd. | 4.06% | 4.06% | 0.00% |
| National Highways Infra Trust | 0.00% | 0.00% | 0.00% |
| Numero Uno International Ltd | 0.00% | 0.00% | 0.00% |
Compare
Similar funds
The rest of the category, so this fund’s numbers have something to sit against.
| Fund | AUM | Expense | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Category average | ₹13,313 Cr | 2.04% | 9.2% | 8.4% | 12.2% |
 ICICI Prudential Aggressive Hybrid Fund | ₹50,706 Cr | 1.59% | 4.1% | 6.8% | 12.1% |
| ICICI Prudential Aggressive Hybrid Active FoF | ₹8,894 Cr | 1.50% | 6.4% | 7.1% | 12.0% |
 Bandhan Aggressive Hybrid Fund | ₹2,663 Cr | 2.25% | 12.6% | 10.8% | 12.5% |
 Bank of India Aggressive Hybrid Fund | ₹2,196 Cr | 2.24% | 10.8% | 8.9% | 13.6% |
 Quant Aggressive Hybrid Fund | ₹2,108 Cr | 2.60% | 11.9% | 8.4% | 10.9% |
About
About this fund
The scheme’s own words, its benchmark and the people running it.
Investment objective
The scheme seeks 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. The scheme will invest in a diversified portfolio of equities of high growth companies and balance the risk through investing the rest in fixed income securities.
Fund managers
- Mansi SajejaMs. Sajeja is a CFA and has done Post Graduate Diploma in Business Management.Prior to joining SBIFMPL, she was Rating Analyst at ICRA Limited.
- Rajeev RadhakrishnanMr. Radhakrishnan is B.E (Production), MMS (Finance) and CFA.Prior to joining SBI AMC he has worked with UTI Asset Management Company Ltd.
- Rama Iyer SrinivasanMr. Srinivasan is M.Com and MFM.Prior to joining SBI Mutual Fund he has worked with Principal AMC, Oppenheimer & Co, Indosuez WI Carr and Motilal Oswal.
Tools
Return calculator
What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.
₹
| Over the past | Total investment | Would’ve become | Growth | Returns |
|---|---|---|---|---|
| 6 months5.30% absolute | ₹60,000 | ₹63,180 | 5.30% | |
| 1 year4.40% annualised | ₹1,20,000 | ₹1,22,899 | 2.42% | |
| 3 years12.63% annualised | ₹3,60,000 | ₹4,39,530 | 22.09% | |
| 5 years9.25% annualised | ₹6,00,000 | ₹7,65,063 | 27.51% |
Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.
How this is calculated
Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.
The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.
Questions
Frequently asked questions
The things people ask about this scheme.
What is the NAV of SBI Aggressive Hybrid Fund?
The NAV of SBI Aggressive Hybrid Fund is ₹321.58 as on 9 Nov 2026.
What is the expense ratio of SBI Aggressive Hybrid Fund?
The expense ratio of SBI Aggressive Hybrid Fund is 1.40% per year.
What is the minimum SIP amount for SBI Aggressive Hybrid Fund?
You can start a SIP in SBI Aggressive Hybrid Fund with ₹3,000 a month.
What returns has SBI Aggressive Hybrid Fund given?
SBI Aggressive Hybrid Fund has returned 8.5% over 1 year, 8.7% over 3 years and 10.7% over 5 years (annualised).
Is there a lock-in or exit load on SBI Aggressive Hybrid Fund?
Lock-in: None. Exit load: For units in excess of 10% of the investment,1% will be charged for redemption within 365 days.
How risky is SBI Aggressive Hybrid Fund?
SBI Aggressive Hybrid Fund is rated Very High on the SEBI riskometer and belongs to the Aggressive Hybrid category.
Which fund house manages SBI Aggressive Hybrid Fund?
SBI Aggressive Hybrid Fund is managed by SBI Mutual Fund, which runs 80 schemes with ₹13,34,527 Cr under management.