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Hybrid · Balanced Hybrid

SBI Balanced Hybrid Fund

SBI Funds Management Limited
Benchmark
NIFTY 50 Hybrid Composite Debt 50:50 Index
Riskometer
Very High
Size
₹2,001 cr
Allotted
Not on record
Holdings as of
Not on record

SBI Balanced Hybrid Fund is a balanced hybrid fund of SBI Funds Management Limited with ₹2,001 cr under management. Its direct plan charges 1.46% a year.

Debt and hybrid funds: the company-level sections (scorecard, companies inside, how it is run, nearest index) are not shown. Mix, returns, costs and managers only.

What is SBI Balanced Hybrid Fund invested in?

37% in debt, 42% in shares and 21% in cash, as of None.

Equity41.8%Debt37.2%Cash21.0%Other0.0%
Holdings as of None

Has SBI Balanced Hybrid Fund beaten its benchmark?

Official figures

AMFI performance feed, 13 Oct 2026
PeriodDirectRegularBenchmarkAheadRank
1y ——— — —
3y ——— — —
5y ——— — —
10y ——— — —
Ahead in points a year · its rank among Balanced Hybrid funds, and how steady the lead is, in the app

What does SBI Balanced Hybrid Fund cost?

1.46% a year on the direct plan, 2.61% on the regular plan; 3 of 5 funds in its category charge less.

Direct plan
1.46% a year
Category median 1.15%
Regular plan
2.61% a year
Category median 2.33%
Gap
1.15 points
for the same holdings
3 of 5 funds in its category charge less on the direct plan.
Expense report, Oct 2026 · Hybrid Schemes - Balanced Hybrid Fund

What the regular plan costs you over time

🔒 Pro
The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages SBI Balanced Hybrid Fund?

ManagersNot on record
Benchmark as filedNot on record
Exit load
Not on record

Questions people ask

What is the expense ratio of SBI Balanced Hybrid Fund?

1.46% a year on the direct plan and 2.61% on the regular plan (expense report, Oct 2026).

Inside the app

See SBI Balanced Hybrid Fund beside your own funds in Valarth

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SBI Balanced Hybrid Fund in the app: beside your own funds, with what you own through them

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