Compare Mutual Funds
Up to 4 funds, side-by-side. Best value in each row is highlighted in emerald with a ⭐.
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| Field | SBI EQUITY HYBRID SBI Mutual Fund |
|---|---|
| Fund overview | |
| OnePaisa Score | 5.9/10 · Average |
| Fund house | SBI Mutual Fund |
| Category | Hybrid Scheme - Aggressive Hybrid Fund · other_equity |
| Type | Open Ended Schemes |
| Plan | Direct |
| AUM | ₹76.3K Cr |
| Performance returns | |
| 1Y return | +6.84% |
| 3Y return (CAGR) | +15.67% |
| 5Y return (CAGR) | +13.34% |
| 10Y return (CAGR) | +13.13% |
| Category avg 1Y | +8.12% |
| SIP returns | |
| SIP 1Y | +5.43% |
| Risk metrics | |
| Volatility (Std Dev 1Y) | 10.08% |
| Sharpe ratio (1Y) | 0.03 |
| Sharpe ratio (3Y) | 0.91 |
| Sortino ratio (1Y) | 0.03 |
| Max drawdown (1Y) | -9.89% |
| Category rank (1Y) | #2 of 7 |
| Quartile (1Y) | Q2 |
| Portfolio | |
| NAV | ₹331.75 |
| Min SIP | ₹500 |
| Min lump sum | ₹5,000 |
| Tax & redemption | |
| Tax treatment | STCG 20% · LTCG 12.5% above ₹1.25L |
| Lock-in period | None |