SBI Aggressive Hybrid Fund
Aggressive HybridVery HighOPEN-ENDED
- NAV as on 25 Sep 2026
- ₹309.17+0.18%1 day
- Return since launch
- 15.0%
- 52-week range
- ₹281.49 — ₹321.66
- AUM
- ₹88,668 Cr
SBI Aggressive Hybrid Fund is a Aggressive Hybrid hybrid fund from SBI Mutual Fund with ₹88,668 Cr under management, launched in 1995. Over three years it has returned 6.9% a year, against 10.1% for its category. The expense ratio is 1.38% 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 +3.3% against +1.2% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 1.0% | −0.8 pts | 1.9% | 0.1% |
| 2Y | 4.3% | +1.8 pts | 2.5% | 1.7% |
| 3Y | 6.9% | −3.2 pts | 10.1% | 4.1% |
| 5Y | 9.6% | +0.8 pts | 8.8% | 8.0% |
| 7Y | 11.3% | −0.3 pts | 11.6% | 10.1% |
| 10Y | 11.5% | +0.6 pts | 10.9% | 10.0% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | -3.5% | −0.7 pts | -2.8% | -2.7% |
| 3M | -0.8% | −0.6 pts | -0.1% | -0.2% |
| 6M | 8.2% | +0.1 pts | 8.1% | 7.3% |
| 1Y | 3.3% | +1.4 pts | 1.9% | 1.1% |
| 2Y | 3.0% | +3.4 pts | -0.3% | -0.9% |
| 3Y | 11.2% | +1.1 pts | 10.1% | 9.1% |
| 5Y | 8.6% | −0.2 pts | 8.8% | 7.8% |
| 7Y | 12.0% | −0.8 pts | 12.8% | 10.9% |
| 10Y | 11.3% | +0.4 pts | 10.9% | 9.5% |
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
1.40%
Expense ratio as on 24 Sep 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 1.12%
- 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 | 1.11 | How hard the fund moves when the market moves. Under 1 is steadier than the market. |
| Sharpe | 0.65 | 0.68 | Return earned for each unit of total risk taken. Higher is better. |
| Sortino | 0.89 | 0.90 | Return earned for each unit of downside risk. Higher is better. |
| Std. deviation | 10.67 | 12.92 | 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 31 Aug 2026
Asset allocation
- Equity74.1%
- Debt20.0%
- Other6.0%
Market cap split
- Large76.5%
- Mid22.9%
- Small0.6%
- P/E
- 24.62
- P/B
- 3.90
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| Others | Others | 5.87% | ₹5,207 Cr | +0.26% | +0.09% | +0.09% |
| ICICI Bank Ltd. | Financial | 4.43% | ₹3,926 Cr | +4.04% | +3.18% | +3.80% |
| State Bank of India | Financial | 4.37% | ₹3,871 Cr | +15.15% | +19.28% | +0.52% |
| Solar Industries India Ltd. | Chemicals | 4.06% | ₹3,599 Cr | +3.89% | +2.94% | +3.20% |
| Adani Power Ltd. | Energy | 4.02% | ₹3,568 Cr | +8.06% | +4.54% | — |
| Kotak Mahindra Bank Ltd. | Financial | 3.31% | ₹2,936 Cr | +3.20% | +3.53% | +3.55% |
| Adani Energy Solutions Ltd. | Energy | 3.04% | ₹2,693 Cr | +3.63% | +2.48% | +2.00% |
| Bajaj Finance Ltd. | Financial | 2.80% | ₹2,481 Cr | +4.97% | +5.08% | +5.68% |
| GOI | Sovereign | 2.65% | ₹2,353 Cr | +0.02% | +0.02% | +0.69% |
| Muthoot Finance Ltd. | Financial | 2.63% | ₹2,333 Cr | +11.14% | +11.40% | +10.52% |
| MRF Ltd. | Automobile | 2.56% | ₹2,274 Cr | +2.50% | +2.91% | +3.10% |
| Adani Enterprises Ltd. | Services | 2.41% | ₹2,133 Cr | — | — | — |
| Interglobe Aviation Ltd. | Services | 2.36% | ₹2,094 Cr | +2.25% | +2.52% | +2.56% |
| company:5765 | Insurance | 2.36% | ₹2,090 Cr | — | — | — |
| Larsen & Toubro Ltd. | Construction | 2.35% | ₹2,084 Cr | +2.50% | +2.68% | +2.40% |
| Avenue Supermarts Ltd. | Services | 2.31% | ₹2,048 Cr | +1.59% | +1.59% | +2.03% |
| Bharti Airtel Ltd. | Communication | 2.25% | ₹1,993 Cr | +3.27% | +3.63% | +4.16% |
| Reliance Industries Ltd. | Energy | 2.16% | ₹1,916 Cr | +2.36% | +2.20% | +2.28% |
| HDFC Bank Ltd. | Financial | 2.16% | ₹1,914 Cr | +2.39% | +3.24% | +6.65% |
| Divi's Laboratories Ltd. | Healthcare | 2.03% | ₹1,799 Cr | +2.62% | +2.57% | +2.94% |
| Coforge Ltd. | Technology | 2.02% | ₹1,787 Cr | — | — | — |
| Tata Consultancy Services Ltd. | Technology | 1.89% | ₹1,680 Cr | +1.08% | +1.28% | +1.60% |
| Lenskart Solutions Ltd. | Consumer Discretionary | 1.72% | ₹1,524 Cr | +1.43% | +1.46% | — |
| Infosys Ltd. | Technology | 1.66% | ₹1,474 Cr | +1.65% | +1.89% | +2.85% |
| Asian Paints Ltd. | Materials | 1.65% | ₹1,459 Cr | +1.75% | +1.59% | +1.86% |
| JSW Energy Ltd. | Capital Goods | 1.47% | ₹1,301 Cr | +1.77% | +1.13% | — |
| AIA Engineering Ltd. | Metals & Mining | 1.39% | ₹1,235 Cr | +1.55% | +1.36% | +1.15% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | 1.37% | ₹1,218 Cr | +0.82% | +0.86% | — |
| Page Industries Ltd. | Textiles | 1.28% | ₹1,136 Cr | +1.44% | +1.24% | +0.73% |
| JSW Kalinga Steel Ltd. | Metals & Mining | 1.02% | ₹905 Cr | +1.05% | — | — |
| DLF Ltd. | Construction | 1.01% | ₹898 Cr | +0.91% | — | — |
| Jindal Steel Ltd. | Metals & Mining | 0.94% | ₹835 Cr | +1.01% | +0.31% | +0.23% |
| West Bengal State | Others | 0.93% | ₹825 Cr | +0.97% | — | +0.02% |
| Shree Cement Ltd. | Materials | 0.92% | ₹813 Cr | +1.78% | +2.44% | +2.65% |
| Astral Ltd. | Materials | 0.91% | ₹807 Cr | +1.00% | +1.07% | +0.26% |
| Vishal Mega Mart Ltd. | Services | 0.87% | ₹774 Cr | +1.01% | +1.00% | +1.45% |
| Coal India Ltd. | Materials | 0.86% | ₹763 Cr | -0.05% | +1.73% | — |
| Max Healthcare Institute Ltd. | Healthcare | 0.82% | ₹729 Cr | +0.80% | +0.93% | +1.05% |
| Meesho Ltd. | Services | 0.82% | ₹727 Cr | +0.77% | +0.69% | — |
| JTPM Metal Traders Ltd. | Metals & Mining | 0.79% | ₹701 Cr | +0.81% | +0.70% | — |
| United Breweries Ltd. | Consumer Staples | 0.74% | ₹654 Cr | +0.47% | +0.58% | +0.71% |
| Adani Airport Holdings Ltd. | Services | 0.70% | ₹617 Cr | +0.81% | +0.89% | +1.02% |
| company:3757 | Healthcare | 0.67% | ₹595 Cr | — | — | — |
| Vertis Infrastructure Trust | Construction | 0.67% | ₹591 Cr | +0.70% | +0.72% | +0.77% |
| ITC Ltd. | Consumer Staples | 0.66% | ₹588 Cr | +0.79% | — | — |
| GMR Airports Ltd. | Construction | 0.66% | ₹581 Cr | +0.68% | +0.48% | +0.39% |
| Sundaram Finance Ltd. | Financial | 0.62% | ₹550 Cr | +0.65% | +0.68% | — |
| HDB Financial Services Ltd. | Financial | 0.62% | ₹547 Cr | +0.12% | — | — |
| Oberoi Realty Ltd. | Construction | 0.61% | ₹543 Cr | +0.91% | +0.83% | +0.94% |
| Renserv Global Pvt Ltd. | Others | 0.58% | ₹515 Cr | +0.61% | +0.63% | +0.67% |
| Reserve Bank of India | Financial | 0.55% | ₹484 Cr | +0.57% | — | — |
| TVS Holdings Ltd. | Automobile | 0.51% | ₹452 Cr | +0.54% | +0.55% | +0.59% |
| Tata Housing Devp. Co. Ltd | Construction | 0.50% | ₹444 Cr | +0.53% | +0.54% | — |
| Westlife Foodworld Ltd. | Services | 0.46% | ₹406 Cr | +0.41% | +0.46% | +0.72% |
| Samvardhana Motherson International Ltd. | Automobile | 0.46% | ₹405 Cr | +0.47% | +0.45% | +0.35% |
| Small Industries Devp. Bank of India Ltd. | Financial | 0.45% | ₹401 Cr | +0.02% | — | — |
| Procter & Gamble Hygiene and Health Care Ltd. | Consumer Staples | 0.39% | ₹343 Cr | +0.49% | +0.59% | +0.73% |
| Canara Bank | Financial | 0.38% | ₹339 Cr | +0.32% | +0.33% | +0.36% |
| India Infrastructure Finance Company Ltd. | Construction | 0.33% | ₹295 Cr | +0.34% | +0.36% | +0.39% |
| LIC Housing Finance Ltd. | Financial | 0.33% | ₹295 Cr | +0.35% | +0.36% | +0.39% |
| company:1458 | Capital Goods | 0.31% | ₹276 Cr | — | — | — |
| Tata Power Renewable Energy Ltd. | Capital Goods | 0.29% | ₹253 Cr | +0.35% | +0.37% | +0.40% |
| Aditya Birla Renewables Ltd. | Energy | 0.28% | ₹250 Cr | +0.34% | +0.35% | +0.37% |
| ICICI Securities Primary Dealership Ltd. | Financial | 0.28% | ₹250 Cr | — | — | — |
| Nomura Fixed Income Securities Pvt. Ltd. | Financial | 0.28% | ₹250 Cr | — | — | — |
| Tamilnadu State | Others | 0.27% | ₹244 Cr | +0.29% | — | — |
| India Universal Trust AL1 | Others | 0.19% | ₹170 Cr | +0.23% | +0.26% | +0.32% |
| Aditya Birla Real Estate Ltd | Consumer Staples | 0.18% | ₹156 Cr | +0.18% | +0.20% | +0.22% |
| Bharti Telecom Ltd. | Communication | 0.17% | ₹152 Cr | +0.30% | +0.32% | +0.34% |
| Summit Digitel Infrastructure Pvt. Ltd. | Communication | 0.17% | ₹149 Cr | +0.18% | +0.18% | +0.20% |
| Torrent Power Ltd. | Energy | 0.17% | ₹147 Cr | +0.07% | +0.08% | +0.08% |
| Varun Beverages Ltd. | Consumer Staples | 0.15% | ₹133 Cr | +0.21% | +0.18% | +0.21% |
| Swiggy Ltd. | Services | 0.13% | ₹119 Cr | +0.71% | +0.70% | — |
| Torrent Investments Ltd. | Financial | 0.13% | ₹114 Cr | +0.14% | +0.20% | +0.21% |
| Rajasthan State | Others | 0.12% | ₹105 Cr | — | — | — |
| Cube Highways Trust | Services | 0.08% | ₹72.32 Cr | — | +0.31% | +0.98% |
| REC Ltd. | Financial | 0.06% | ₹57.59 Cr | +0.07% | +0.09% | +0.10% |
| Power Finance Corporation Ltd. | Financial | 0.06% | ₹54.82 Cr | +0.03% | +0.03% | +0.03% |
| Jio Credit Ltd. | Financial | 0.06% | ₹50.03 Cr | — | — | — |
| National Bank For Agriculture & Rural Development | Financial | 0.03% | ₹29.78 Cr | +0.01% | +0.52% | +0.84% |
| National Highways Infra Trust | Construction | 0.03% | ₹26.22 Cr | 0.00% | 0.00% | 0.00% |
| Deutsche Bank AG (India) | Financial | 0.03% | ₹25.00 Cr | — | — | — |
| Bank Of Baroda | Financial | 0.03% | ₹23.68 Cr | — | — | — |
| Bank of India | Financial | 0.02% | ₹14.13 Cr | +0.21% | +0.02% | +0.23% |
| Numero Uno International Ltd | Services | 0.00% | ₹0.00 Cr | 0.00% | 0.00% | 0.00% |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| State Bank of India | 3.83% | 0.28% | -3.55% |
| company:5765 | 0.00% | 2.36% | +2.36% |
| GOI | 4.57% | 2.65% | -1.92% |
| Avenue Supermarts Ltd. | 1.46% | 2.31% | +0.85% |
| Shree Cement Ltd. | 1.74% | 0.92% | -0.82% |
| Adani Energy Solutions Ltd. | 3.75% | 3.04% | -0.71% |
| company:3757 | 0.00% | 0.67% | +0.67% |
| Bharti Airtel Ltd. | 2.89% | 2.25% | -0.64% |
| Swiggy Ltd. | 0.74% | 0.13% | -0.60% |
| HDB Financial Services Ltd. | 0.06% | 0.56% | +0.50% |
| Bank Of Baroda | 0.53% | 0.03% | -0.50% |
| Coal India Ltd. | 1.35% | 0.86% | -0.49% |
| Hindalco Industries Ltd. | 0.45% | 0.00% | -0.45% |
| Solar Industries India Ltd. | 3.72% | 4.06% | +0.34% |
| Oberoi Realty Ltd. | 0.92% | 0.61% | -0.31% |
| company:1458 | 0.00% | 0.31% | +0.31% |
| Lenskart Solutions Ltd. | 1.46% | 1.72% | +0.26% |
| Vedant Fashions Ltd. | 0.24% | 0.00% | -0.24% |
| Kotak Mahindra Bank Ltd. | 3.08% | 3.31% | +0.23% |
| Bajaj Finance Ltd. | 2.96% | 2.74% | -0.22% |
| Adani Power Ltd. | 3.10% | 2.90% | -0.20% |
| Page Industries Ltd. | 1.45% | 1.28% | -0.17% |
| Info Edge (India) Ltd. | 0.13% | 0.00% | -0.13% |
| Adani Enterprises Ltd. | 2.53% | 2.41% | -0.13% |
| HDFC Bank Ltd. | 2.28% | 2.16% | -0.12% |
| Muthoot Finance Ltd. | 2.47% | 2.35% | -0.11% |
| AIA Engineering Ltd. | 1.50% | 1.39% | -0.11% |
| JSW Energy Ltd. | 1.57% | 1.47% | -0.10% |
| Coforge Ltd. | 1.92% | 2.02% | +0.10% |
| Meesho Ltd. | 0.73% | 0.82% | +0.09% |
| United Breweries Ltd. | 0.81% | 0.74% | -0.07% |
| Jindal Steel Ltd. | 0.87% | 0.94% | +0.07% |
| Asian Paints Ltd. | 1.71% | 1.65% | -0.06% |
| ITC Ltd. | 0.73% | 0.66% | -0.06% |
| Divi's Laboratories Ltd. | 2.09% | 2.03% | -0.06% |
| Reliance Industries Ltd. | 2.22% | 2.16% | -0.06% |
| Larsen & Toubro Ltd. | 2.30% | 2.35% | +0.05% |
| ICICI Bank Ltd. | 4.37% | 4.43% | +0.05% |
| DLF Ltd. | 0.96% | 1.01% | +0.05% |
| Astral Ltd. | 0.86% | 0.91% | +0.05% |
| Max Healthcare Institute Ltd. | 0.86% | 0.82% | -0.04% |
| Procter & Gamble Hygiene and Health Care Ltd. | 0.42% | 0.39% | -0.03% |
| Adani Airport Holdings Ltd. | 0.73% | 0.70% | -0.03% |
| Vishal Mega Mart Ltd. | 0.84% | 0.87% | +0.03% |
| Tata Consultancy Services Ltd. | 1.87% | 1.89% | +0.03% |
| Interglobe Aviation Ltd. | 2.34% | 2.36% | +0.03% |
| Westlife Foodworld Ltd. | 0.44% | 0.46% | +0.02% |
| MRF Ltd. | 2.54% | 2.56% | +0.02% |
| Varun Beverages Ltd. | 0.17% | 0.15% | -0.02% |
| India Universal Trust AL1 | 0.21% | 0.19% | -0.02% |
| Tata Housing Devp. Co. Ltd | 0.51% | 0.50% | -0.01% |
| Sundaram Finance Ltd. | 0.63% | 0.62% | -0.01% |
| India Infrastructure Finance Company Ltd. | 0.34% | 0.33% | -0.01% |
| Renserv Global Pvt Ltd. | 0.59% | 0.58% | -0.01% |
| JTPM Metal Traders Ltd. | 0.79% | 0.79% | 0.00% |
| REC Ltd. | 0.07% | 0.06% | 0.00% |
| Small Industries Devp. Bank of India Ltd. | 0.01% | 0.01% | 0.00% |
| Torrent Power Ltd. | 0.03% | 0.03% | 0.00% |
| LIC Housing Finance Ltd. | 0.33% | 0.33% | 0.00% |
| Aditya Birla Renewables Ltd. | 0.28% | 0.28% | 0.00% |
| West Bengal State | 0.93% | 0.93% | 0.00% |
| Bank of India | 0.02% | 0.02% | 0.00% |
| Bharti Telecom Ltd. | 0.14% | 0.14% | 0.00% |
| Tamilnadu State | 0.28% | 0.27% | 0.00% |
| Aditya Birla Real Estate Ltd | 0.18% | 0.18% | 0.00% |
| Jio Credit Ltd. | 0.06% | 0.06% | 0.00% |
| JSW Kalinga Steel Ltd. | 1.02% | 1.02% | 0.00% |
| Tata Power Renewable Energy Ltd. | 0.29% | 0.29% | 0.00% |
| TVS Holdings Ltd. | 0.51% | 0.51% | 0.00% |
| Infosys Ltd. | 1.66% | 1.66% | 0.00% |
| Power Finance Corporation Ltd. | 0.06% | 0.06% | 0.00% |
| Cube Highways Trust | 0.08% | 0.08% | 0.00% |
| National Bank For Agriculture & Rural Development | 0.03% | 0.03% | 0.00% |
| Reserve Bank of India | 0.55% | 0.55% | 0.00% |
| Summit Digitel Infrastructure Pvt. Ltd. | 0.17% | 0.17% | 0.00% |
| Rajasthan State | 0.12% | 0.12% | 0.00% |
| Others | 0.03% | 0.03% | 0.00% |
| Cholamandalam Investment and Finance Company Ltd. | 0.39% | 0.39% | 0.00% |
| GMR Airports Ltd. | 0.66% | 0.66% | 0.00% |
| Vertis Infrastructure Trust | 0.67% | 0.67% | 0.00% |
| Torrent Investments Ltd. | 0.13% | 0.13% | 0.00% |
| ICICI Securities Primary Dealership Ltd. | 0.28% | 0.28% | 0.00% |
| Nomura Fixed Income Securities Pvt. Ltd. | 0.28% | 0.28% | 0.00% |
| Canara Bank | 0.10% | 0.10% | 0.00% |
| Deutsche Bank AG (India) | 0.03% | 0.03% | 0.00% |
| Samvardhana Motherson International Ltd. | 0.46% | 0.46% | 0.00% |
| National Highways Infra Trust | 0.00% | 0.00% | 0.00% |
| Bosch Ltd. | 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 | ₹14,483 Cr | 1.91% | 5.9% | 8.1% | 12.2% |
 ICICI Prudential Aggressive Hybrid Fund | ₹52,454 Cr | 1.60% | -1.8% | 5.8% | 11.7% |
| ICICI Prudential Aggressive Hybrid Active FoF | ₹9,431 Cr | 1.50% | -1.3% | 5.5% | 11.1% |
 HSBC Aggressive Hybrid Fund | ₹5,870 Cr | 1.96% | 8.9% | 8.5% | 11.3% |
 Bandhan Aggressive Hybrid Fund | ₹2,610 Cr | 2.25% | 5.5% | 9.0% | 11.4% |
 Bank of India Aggressive Hybrid Fund | ₹2,051 Cr | 2.25% | 18.3% | 11.6% | 15.4% |
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 months8.18% absolute | ₹60,000 | ₹64,908 | 8.18% | |
| 1 year3.27% annualised | ₹1,20,000 | ₹1,22,147 | 1.79% | |
| 3 years11.18% annualised | ₹3,60,000 | ₹4,29,362 | 19.27% | |
| 5 years8.60% annualised | ₹6,00,000 | ₹7,51,724 | 25.29% |
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 ₹309.17 as on 25 Sep 2026.
What is the expense ratio of SBI Aggressive Hybrid Fund?
The expense ratio of SBI Aggressive Hybrid Fund is 1.38% 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 1.0% over 1 year, 6.9% over 3 years and 9.6% 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 ₹12,81,381 Cr under management.