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Fund Overview of SBI Equity Hybrid Fund Direct Plan-idcw
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₹84,011.0 CrAUM
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₹101.22NAV
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0.77%Expense Ratio
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HybridFund Category
Minimum amount you can invest: ₹500
Maximum amount you can invest: ₹1,00,000
We have used a return rate of 15% for our calculations.
Returns of SBI Equity Hybrid Fund Direct Plan-idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 6.53% | NA | 2.67% |
| 6 Months | 1.35% | NA | 10.68% |
| 1 Year | 4.63% | 4.63% | 2.84% |
| 2 Years | 17.42% | 8.36% | 17.05% |
| 3 Years | 47.59% | 13.86% | 16.22% |
| 5 Years | 74.92% | 11.83% | 18.30% |
| 7 Years | 139.53% | 13.29% | NA |
| 10 Years | 238.38% | 12.96% | 12.71% |
{{compareMutualFunds}}
Asset Allocation
equities
73.99%debt instruments
20.13%other assets or cash equivalents
5.85%SBI Equity Hybrid Fund Direct Plan-idcw is one Hybrid mutual fund offered by SBI Mutual Fund. the fund aims Long term capital appreciation. Investments primarily in equity and equity related instruments, with exposure in debt and money market instruments. It manages assets worth ₹84,011.0 crore as on Sun May 31, 2026. The expense ratio stands at 0.77%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout SBI Equity Hybrid Fund Direct Plan-idcw
The portfolio allocation consists of 73.99% in equities, 20.13% in debt instruments, 5.85% in other assets or cash equivalents.Managed by Rama Iyer Srinivasan, it has delivered a return of 4.63% in the last year, a total return since inception of 14.34%.
Identifying the right best sip plans has a vital part in long-term wealth creation.
Key Metrics of SBI Equity Hybrid Fund Direct Plan-idcw
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Standard Deviation10.77%
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Sharpe Ratio0.76%
Fund Details
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Top Performing Mutual Funds
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from SBI Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
|---|---|---|---|---|---|---|
|
SBI Equity Hybrid Fund-growth
|
₹84,011 | 2.21% | 6.36% | 1.02% | 3.95% | 13.10% |
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SBI Equity Hybrid Fund Direct Plan-growth
|
₹84,011 | 2.26% | 6.53% | 1.35% | 4.63% | 13.86% |
|
SBI Equity Hybrid Fund-idcw
|
₹84,011 | 2.21% | 6.36% | 1.02% | 3.95% | 13.10% |
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SBI Children's Fund - Investment Plan Regular-growth
|
₹6,387 | 4.53% | 15.47% | 7.72% | 16.54% | 21.73% |
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SBI Children's Fund - Investment Plan Direct-growth
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₹6,387 | 4.61% | 15.75% | 8.25% | 17.70% | 23.07% |
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SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular-growth
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₹1,576 | 2.93% | 5.98% | -0.98% | 2.37% | 9.76% |
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SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct-growth
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₹1,576 | 3.02% | 6.24% | -0.48% | 3.41% | 10.91% |
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SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular-idcw
|
₹1,576 | 2.93% | 5.98% | -0.98% | 2.37% | 9.76% |
|
SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct-idcw
|
₹1,576 | 3.02% | 6.24% | -0.48% | 3.41% | 10.91% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| SBI Equity Hybrid Fund-growth |
₹84,011 | ₹311.29 | 13.10% | 11.08% | 12.10% |
| SBI Equity Hybrid Fund Direct Plan-growth |
₹84,011 | ₹345.91 | 13.86% | 11.83% | 12.96% |
| SBI Equity Hybrid Fund-idcw |
₹84,011 | ₹65.96 | 13.10% | 11.08% | 12.10% |
| SBI Equity Hybrid Fund Direct Plan-idcw |
₹84,011 | ₹101.22 | 13.86% | 11.83% | 12.96% |
| ICICI Prudential Equity & Debt Fund Direct-growth |
₹50,033 | ₹448.16 | 16.70% | 17.26% | 16.38% |
| ICICI Prudential Equity & Debt Fund-growth |
₹50,033 | ₹401.77 | 16.01% | 16.59% | 15.50% |
| ICICI Prudential Equity & Debt Fund-idcw Half Yearly |
₹50,033 | ₹25.44 | 16.01% | 16.59% | 15.50% |
| ICICI Prudential Equity & Debt Fund Direct-idcw Half Yearly |
₹50,033 | ₹29.04 | 16.70% | 17.26% | 16.38% |
| ICICI Prudential Equity & Debt Fund Direct-idcw Monthly |
₹50,033 | ₹70.21 | 16.70% | 17.26% | 16.38% |
| ICICI Prudential Equity & Debt Fund-idcw Monthly |
₹50,033 | ₹43.03 | 16.01% | 16.59% | 15.50% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Repo | Unspecified | 5.42% | ₹4,554.42 Cr |
| Icici Bank Ltd | Financial | 4.04% | ₹3,392.28 Cr |
| Adani Power Ltd | Energy & Utilities | 4.03% | ₹3,384.46 Cr |
| Solar Industries India Ltd | Materials | 3.89% | ₹3,266.21 Cr |
| State Bank Of India | Financial | 3.79% | ₹3,182.52 Cr |
| Adani Transmission Ltd | Energy & Utilities | 3.63% | ₹3,053.00 Cr |
| Bharti Airtel Ltd | Technology | 3.27% | ₹2,743.50 Cr |
| Kotak Mahindra Bank Ltd | Financial | 3.20% | ₹2,689.40 Cr |
| Muthoot Finance Ltd | Financial | 2.79% | ₹2,340.03 Cr |
| Divi's Laboratories Ltd | Healthcare | 2.62% | ₹2,200.11 Cr |
| Larsen & Toubro Ltd | Industrials | 2.50% | ₹2,100.62 Cr |
| Mrf Ltd | Consumer Discretionary | 2.50% | ₹2,098.14 Cr |
| Bajaj Finance Ltd | Financial | 2.49% | ₹2,088.98 Cr |
| Hdfc Bank Ltd | Financial | 2.39% | ₹2,010.29 Cr |
| Reliance Industries Ltd | Energy & Utilities | 2.36% | ₹1,981.80 Cr |
| Interglobe Aviation Ltd | Industrials | 2.25% | ₹1,894.15 Cr |
| Coal India Ltd | Materials | 1.80% | ₹1,511.07 Cr |
| Shree Cement Ltd | Materials | 1.78% | ₹1,491.23 Cr |
| Jsw Energy Ltd | Energy & Utilities | 1.77% | ₹1,487.63 Cr |
| Asian Paints Ltd | Materials | 1.75% | ₹1,469.38 Cr |
| Hindalco Industries Ltd | Materials | 1.74% | ₹1,464.71 Cr |
| Infosys Ltd | Technology | 1.65% | ₹1,386.98 Cr |
| Avenue Supermarts Ltd | Consumer Staples | 1.59% | ₹1,337.99 Cr |
| Aia Engineering Ltd | Industrials | 1.55% | ₹1,306.04 Cr |
| Page Industries Ltd | Consumer Discretionary | 1.44% | ₹1,212.35 Cr |
| Lenskart Solutions Ltd. | 1.43% | ₹1,204.86 Cr | |
| Adani Power Limited Sr Ii 8.20 Ncd 25jn29 Fvrs1lac | Energy & Utilities | 1.18% | ₹989.86 Cr |
| Idfc First Bank Ltd. | Financial | 1.17% | ₹985.83 Cr |
| Tata Consultancy Services Ltd | Technology | 1.08% | ₹903.56 Cr |
| Jsw Kalinga Steel Ltd. | 1.05% | ₹878.93 Cr | |
| Cholamandalam Investment And Finance Company Limited Sr 665 Rr Ncd 27fb29 Fvrs1lac | Financial | 1.04% | ₹872.89 Cr |
| Vishal Mega Mart Ltd. | Consumer Staples | 1.01% | ₹852.39 Cr |
| Jindal Steel & Power Ltd | Materials | 1.01% | ₹845.04 Cr |
| Astral Ltd | Industrials | 1.00% | ₹836.45 Cr |
| Sgs West Bengal 8.06% (30/03/2049) | Unspecified | 0.97% | ₹813.11 Cr |
| Canara Bank Cd 04mar27 | Financial | 0.95% | ₹798.03 Cr |
| Dlf Ltd | Real Estate | 0.91% | ₹767.78 Cr |
| Oberoi Realty Ltd | Real Estate | 0.91% | ₹766.81 Cr |
| Ntpc Ltd | Energy & Utilities | 0.88% | ₹735.11 Cr |
| Jtpm Metal Traders Limited Ncd 30ap30 Fvrs1lac | 0.81% | ₹682.92 Cr | |
| Adani Airport Holdings Limited 9.35 Ncd 08sp28 Fvrs1lac | Industrials | 0.81% | ₹679.56 Cr |
| Max Healthcare Institute Ltd | Healthcare | 0.80% | ₹675.57 Cr |
| Itc Ltd | Consumer Staples | 0.79% | ₹659.87 Cr |
| Meesho Ltd. | 0.77% | ₹648.94 Cr | |
| Swiggy Ltd. | Technology | 0.71% | ₹593.17 Cr |
| Highways Infrastructure Trust Sr V 6.95 Ncd 26ju28 Fvrs1lac | Industrials | 0.70% | ₹587.26 Cr |
| Gmr Airports Limited 5 Bd 13ag28 Fvrs1lac | Industrials | 0.68% | ₹570.02 Cr |
| Sundaram Finance Limited Sr Z6 7.05 Ncd 24nv28 Fvrs1lac | Financial | 0.65% | ₹546.74 Cr |
| Renserv Global Private Limited 9.9040 Ncd 02my28 Fvrs1lac | Unspecified | 0.61% | ₹513.28 Cr |
| State Bank Of India Sr 2 7.05 Bd 20mr36 Fvrs1cr | Financial | 0.59% | ₹492.46 Cr |
| Government Of India 37343 364 Days Tbill 08ap27 Fv Rs 100 | Financial | 0.57% | ₹475.88 Cr |
| Tvs Holdings Limited 8.65 Ncd 07ju29 Fvrs1lac | Consumer Discretionary | 0.54% | ₹450.52 Cr |
| Muthoot Finance Limited Rr Ncd 26jl29 Fvrs1lac | Financial | 0.54% | ₹450.06 Cr |
| Tata Housing Development Company Limited Sr I 7.51 Ncd 08dc28 Fvrs1lac | Industrials | 0.53% | ₹441.67 Cr |
| Procter & Gamble Hygiene & Health Care Ltd | Consumer Staples | 0.49% | ₹414.99 Cr |
| Samvardhana Motherson International Limited 6.5 Ccd 20sp27 Fvrs1lac | Consumer Discretionary | 0.47% | ₹398.62 Cr |
| State Development Loan 36899 Wb 31dc46 7.57 Fv Rs 100 | Unspecified | 0.47% | ₹395.83 Cr |
| United Breweries Ltd | Consumer Staples | 0.47% | ₹393.84 Cr |
| Westlife Development Ltd | Consumer Discretionary | 0.41% | ₹346.42 Cr |
| Cholamandalam Investment And Finance Company Limited Sr Sd79 8.66 Ncd 23fb33 Fvrs1lac | Financial | 0.41% | ₹345.72 Cr |
| Lic Housing Finance Ltd Tr 454 7.58 Ncd 23mr35 Fvrs1lac | Financial | 0.35% | ₹293.35 Cr |
| Tata Power Renewable Energy Limited 7.85 Ncd 19sp34 Fvrs1lac | Industrials | 0.35% | ₹291.50 Cr |
| 185. 6.99% Indian Infrastructure Fin. Co. 31/07/2030 | Industrials | 0.34% | ₹289.75 Cr |
| Aditya Birla Renewables Limited 8.6 Ncd 24sp27 Fvrs1lac | Energy & Utilities | 0.34% | ₹284.23 Cr |
| Net Receivables | Unspecified | 0.34% | ₹283.99 Cr |
| State Development Loan 36779 Tn 03dc55 7.52 Fv Rs 100 | Unspecified | 0.29% | ₹240.16 Cr |
| Vedant Fashions Ltd | Consumer Discretionary | 0.24% | ₹204.18 Cr |
| Csb Bank Limited Cd 24jun26 | Financial | 0.24% | ₹199.14 Cr |
| India Universal Trust Al1 Sec. Debt 8.09 21/11/2027 | Unspecified | 0.23% | ₹192.91 Cr |
| Varun Beverages Ltd | Consumer Staples | 0.21% | ₹175.92 Cr |
| Bank Of India Cd 11aug26 | Financial | 0.21% | ₹172.53 Cr |
| Torrent Power Limited Sr 12 Tr 12d 8.40 Ncd 18jn29 Fvrs1lac | Energy & Utilities | 0.20% | ₹170.24 Cr |
| Century Textiles And Industries Limited 8.35 Ncd 30ag27 Fvrs1lac | Materials | 0.18% | ₹154.44 Cr |
| Summit Digitel Infrastructure Limited 7.58 Ncd 30ot31 Fvrs1lac | Technology | 0.18% | ₹148.07 Cr |
| Muthoot Finance Limited 8.65 Ncd 31jn28 Fvrs1lac | Financial | 0.17% | ₹144.92 Cr |
| Canara Bank Sr I 8.24 Loa Perpetual Fvrs1cr | Financial | 0.15% | ₹128.79 Cr |
| Bharti Telecom Limited Sr Xxi 8.75 Ncd 05nv29 Fvrs1lac | Technology | 0.15% | ₹126.19 Cr |
| Kotak Mahindra Prime Limited 8.255 Ncd 22ju26 Fvrs1lac | Financial | 0.15% | ₹125.01 Cr |
| Canara Bank Sr 1 7.55 Bd Fvrs1cr | Financial | 0.15% | ₹124.64 Cr |
| Torrent Investments Limited Sr 1 7.9 Ncd 19ag28 Fvrs1lac | 0.14% | ₹114.31 Cr | |
| Government Of India 35840 Goi 15ap65 6.9 Fv Rs 100 | Entities | 0.13% | ₹112.72 Cr |
| Avanse Financial Services Limited Sr 35 9.40 Ncd 27sp27 Fvrs1lac | Financial | 0.12% | ₹100.03 Cr |
| Csb Bank Limited Cd 19jun26 | Financial | 0.12% | ₹99.67 Cr |
| Brainbees Solutions Ltd. | Consumer Discretionary | 0.11% | ₹89.63 Cr |
| Canara Bank Sr I Pp 8.27 Bd Fvrs1cr | Financial | 0.11% | ₹89.59 Cr |
| State Bank Of India Sr 2 7.36 Bd 11jl39 Fvrs1lac | Financial | 0.09% | ₹77.28 Cr |
| Torrent Power Limited Sr 11 Tr 11e 8.5 Ncd 07ju32 Fvrs1lac | Energy & Utilities | 0.09% | ₹75.74 Cr |
| Cash Margin | Unspecified | 0.09% | ₹73.59 Cr |
| Union Bank Of India (16/03/2027) ** # | Financial | 0.08% | ₹70.65 Cr |
| Rec Limited Sr 244 7.99 Bd Pp Fvrs1cr | Financial | 0.07% | ₹57.03 Cr |
| Power Finance Corporation Ltd. Sr 223 7.64 Bd 22fb33 Fvrs1lac | Financial | 0.06% | ₹54.55 Cr |
| Cholamandalam Investment And Finance Company Limited Sr 635 8.40 Ncd 11jn27 Fvrs1lac | Financial | 0.06% | ₹49.96 Cr |
| Muthoot Finance Limited Op I 8.52 Ncd 07ap28 Fvrs1lac | Financial | 0.06% | ₹49.88 Cr |
| Bajaj Finance Limited 7.82% Ncd 31jn34 Fvrs1lac | Financial | 0.06% | ₹49.81 Cr |
| Muthoot Finance Limited Sr 28-a Op I 8.40 Ncd 28ag28 Fvrs1lac | Financial | 0.06% | ₹49.74 Cr |
| Hdb Financial Services Limited Sr A/1(fx)/169 Opt 3 6.35 Ncd 11sp26fvrs10lac | Financial | 0.06% | ₹49.71 Cr |
| Muthoot Finance Limited 8.05 Ncd 25nv27 Fvrs1lac | Financial | 0.06% | ₹49.57 Cr |
| State Bank Of India Sr I 7.75 Bd Perpetual Fvrs1cr | Financial | 0.05% | ₹44.90 Cr |
| Torrent Power Limited Sr 11 Tr 11b 8.5 Ncd 07ju32 Fvrs1lac | Energy & Utilities | 0.05% | ₹40.39 Cr |
| Torrent Power Limited Sr 12 Tr 12c 8.40 Ncd 18jn28 Fvrs1lac | Energy & Utilities | 0.04% | ₹30.03 Cr |
| National Highways Infra Trust Sr I Strpp B Ncd 30jn35 Fvrs1lac | Industrials | 0.03% | ₹25.32 Cr |
| Bharti Telecom Limited Sr Xx 8.75 Ncd 05nv28 Fvrs1lac | Technology | 0.03% | ₹25.18 Cr |
| Muthoot Finance Limited 8.60 Ncd 02mr28 Fvrs1lac | Financial | 0.03% | ₹24.98 Cr |
| Power Finance Corporation Ltd. Sr Bs233b 7.64 Bd 25ag26 Fvrs1lac | Financial | 0.03% | ₹24.97 Cr |
| Bharti Telecom Limited Sr Xxvi 7.45 Ncd 15dc28 Fvrs1lac | Technology | 0.03% | ₹24.46 Cr |
| Capital Infra Trust | Industrials | 0.03% | ₹22.17 Cr |
| Kotak Mahindra Bank Limited Cd 31aug26 | Financial | 0.02% | ₹14.73 Cr |
| Government Of India 36320 Goi 18ag55 7.24 Fv Rs 100 | Entities | 0.02% | ₹14.31 Cr |
| Bank Of India Sr Viii 8.57 Bd Fvrs1cr | Financial | 0.02% | ₹14.05 Cr |
| Rec Limited Sr 230-a 7.71 Bd 26fb27 Fvrs1lac | Financial | 0.01% | ₹9.98 Cr |
| Union Bank Of India Cd 10jun26 | Financial | 0.01% | ₹4.99 Cr |
| Small Industries Development Bank Of India Cd 26feb27 | Financial | 0.01% | ₹4.72 Cr |
| National Bank For Agriculture And Rural Development Cd 10mar27 | Financial | 0.01% | ₹4.71 Cr |
| 0% Goi - 22aug26 Strips | Entities | 0.00% | ₹2.54 Cr |
| National Highways Infra Trust | Industrials | 0.00% | ₹0.02 Cr |
| Bosch Ltd | Consumer Discretionary | 0.00% | ₹0.00 Cr |
| Numero Uno International Ltd Eq | Consumer Discretionary | 0.00% | ₹0.00 Cr |
| Coal India Limited_30/06/2026 | Materials | -0.05% | ₹-46.17 Cr |
Top Hybrid Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| SBI Children's Fund - Investment Plan Direct-growth |
₹51.38 | 23.07% | 25.33% | - |
| SBI Children's Fund - Investment Plan Regular-growth |
₹47.83 | 21.73% | 23.83% | - |
| ICICI Prudential Retirement Fund - Hybrid Aggressive Plan Direct-growth |
₹31.22 | 21.17% | 17.61% | - |
| ICICI Prudential Retirement Fund - Hybrid Aggressive Plan Direct-idcw |
₹31.22 | 21.17% | 17.61% | - |
| ICICI Prudential Equity & Debt Fund Direct-growth |
₹448.16 | 16.70% | 17.26% | - |
| ICICI Prudential Equity & Debt Fund Direct-idcw Half Yearly |
₹29.04 | 16.70% | 17.26% | - |
| ICICI Prudential Equity & Debt Fund Direct-idcw Monthly |
₹70.21 | 16.70% | 17.26% | - |
| ICICI Prudential Equity & Debt Fund Direct-idcw Yearly |
₹28.65 | 16.70% | 17.26% | - |
| Bank Of India Mid & Small Cap Equity & Debt Fund Direct-growth |
₹45.72 | 20.52% | 16.95% | - |
| Bank Of India Mid & Small Cap Equity & Debt Fund Direct-idcw |
₹35.94 | 20.52% | 16.95% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
SBI Equity Hybrid Fund Direct Plan-idcw
What is the current AUM of SBI Equity Hybrid Fund Direct Plan-idcw?
As of Sun May 31, 2026, SBI Equity Hybrid Fund Direct Plan-idcw manages assets worth ₹84,011.0 crore
How has SBI Equity Hybrid Fund Direct Plan-idcw performed recently?
- 3 Months: 6.53%
- 6 Months: 1.35%
What is the long-term performance of SBI Equity Hybrid Fund Direct Plan-idcw?
- 3 Years CAGR: 13.86%
- 5 Years CAGR: 11.83%
- Since Inception: 14.34%
What is the portfolio composition of SBI Equity Hybrid Fund Direct Plan-idcw?
Equity: 73.99%, Debt: 20.13%, Others: 5.85%.
Who manages SBI Equity Hybrid Fund Direct Plan-idcw?
SBI Equity Hybrid Fund Direct Plan-idcw is managed by Rama Iyer Srinivasan from SBI Mutual Fund.
What is the market-cap allocation of SBI Equity Hybrid Fund Direct Plan-idcw?
Large Cap: 76.22%, Mid Cap: 20.65%, Small Cap: 3.13%.
Which are the top companies SBI Equity Hybrid Fund Direct Plan-idcw has invested in?
- Repo – 5.42% of the fund's portfolio
- ICICI Bank Ltd – 4.04% of the fund's portfolio
- Adani Power Ltd – 4.03% of the fund's portfolio
- Solar Industries India Ltd – 3.89% of the fund's portfolio
- State Bank of India – 3.79% of the fund's portfolio
Which are the major sectors SBI Equity Hybrid Fund Direct Plan-idcw focuses on?
- Financial – 27.20% of the fund's portfolio
- Energy & Utilities – 14.56% of the fund's portfolio
- Materials – 12.09% of the fund's portfolio
- Industrials – 10.77% of the fund's portfolio
- Unspecified – 8.41% of the fund's portfolio
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Past performance may not be indicative of future results.
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^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
