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SBI Equity Hybrid Fund

SBI Hybrid — Aggressive Direct Plan ▬ Outlook: Steady

Ranked #2 of 2 in Hybrid — Aggressive

52
★★★☆☆
SmartMoney Score™

Returns (Annualised)

1 Year

12.8%

3 Year

14.5%

5 Year

15.2%

Risk & Cost Metrics

Std Dev (3Y)

9.8%

Sortino

1.42

Max Drawdown

-12.5%

Beta

0.68

Alpha

+2.5%

Expense

0.72%

AUM

₹72,500 Cr

Mgr Tenure

11 yrs

See the full 20-factor breakdown ▸

Performance

3Y Risk-Adjusted Return
49
5Y Risk-Adjusted Return
47
Excess Return vs Benchmark
42
Up-Market Participation
34

Risk & Downside

Volatility (Std Dev)
65
Maximum Drawdown
67
Downside-Adjusted Return (Sortino)
47
Down-Market Protection
64

Cost & Efficiency

Expense Ratio vs Category
55
Jensen's Alpha
43
Information Ratio
50
Alpha per Unit of Market Risk
48

Portfolio Quality

Diversification
45
Quality of Holdings
56
Portfolio Liquidity
60
Size vs Mandate (AUM Fit)
57

Stewardship & Momentum

Manager Tenure
62
Fund-House Pedigree
61
Relative Strength (1Y vs peers)
42
Performance Trajectory
62

Pillar Scores

Performance 43/100
28%
Risk & Downside 61/100
22%
Cost & Efficiency 49/100
16%
Portfolio Quality 55/100
18%
Stewardship & Momentum 57/100
16%

vs Benchmark (3Y)

Fund

14.5%

vs

Benchmark

12.8%

Outperformed by 1.7%
How is this score calculated? → Compare with other funds → Best Hybrid — Aggressive funds →
Disclaimer: The SmartMoney Score™ is a proprietary, rules-based educational rating. Data shown is illustrative and may not reflect real-time performance. The "Outlook" describes the fund's recent trajectory and is not a buy/sell recommendation. Past performance does not guarantee future returns. This is not investment advice — consult a SEBI-registered investment adviser before investing. Mutual fund investments are subject to market risks; read all scheme-related documents carefully.