इक्विटी और डेट दोनों के दोहरे लाभों का आनंद लेने के लिए,एसबीआई म्यूचुअल फंड कुछ अच्छा लोबैलेंस्ड फंड अपने निवेशकों को देने के लिए। बैलेंस्ड फंड, जिसे हाइब्रिड फंड भी कहा जाता है, इक्विटी और दोनों में निवेश करते हैंडेट फंड, जो निवेशकों को आनंद लेने की अनुमति देता हैराजधानी विकास के साथ-साथ नियमित अंतराल पर निश्चित रिटर्न अर्जित करें।

एसबीआई के शीर्ष संतुलित फंडों को उनके पिछले प्रदर्शन, एयूएम आदि जैसे कुछ मानदंडों को पूरा करके शॉर्टलिस्ट किया गया है। शीर्ष हाइब्रिड फंड की तलाश करने वाले निवेशक इन सूचीबद्ध एसबीआई में निवेश कर सकते हैं।म्यूचुअल फंड शीर्ष योजनाएं।
बैलेंस्ड फंड कम अस्थिर होते हैं। वे इक्विटी कंपोनेंट के माध्यम से उच्च रिटर्न और डेट कंपोनेंट के माध्यम से स्थिरता सुनिश्चित करते हुए इक्विटी और डेट फंड दोनों में से सर्वश्रेष्ठ की पेशकश करते हैं।
परआधार आस्तियों के आवंटन में, संतुलित निधियों पर प्रतिफल जोखिम समायोजित किया जाता है। द्वारानिवेश मेंछोटी टोपी तथामध्यम दर्जे की कंपनियों के शेयर स्टॉक, इक्विटी लाभ बहुत अधिक हैं और संबंधित जोखिमफ़ैक्टर ऋण निवेश द्वारा नियंत्रित किया जाता है।
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Fund NAV Net Assets (Cr) 3 MO (%) 6 MO (%) 1 YR (%) 3 YR (%) 5 YR (%) 2024 (%) SBI Debt Hybrid Fund Growth ₹74.1046
↓ -0.03 ₹9,879 1.5 2.2 6.5 9.9 9.6 11 SBI Multi Asset Allocation Fund Growth ₹65.6782
↑ 0.10 ₹12,466 8.6 10.2 18.9 18.8 15 12.8 SBI Equity Hybrid Fund Growth ₹310.151
↓ -0.84 ₹82,958 3.6 1.5 11.7 14.5 13.8 14.2 SBI Arbitrage Opportunities Fund Growth ₹34.7614
↑ 0.01 ₹41,083 1.5 2.9 6.5 7.2 6 7.5 SBI Dynamic Asset Allocation Fund Growth ₹15.9463
↑ 0.03 ₹655 3.9 6.2 25.1 6.9 8.3 Note: Returns up to 1 year are on absolute basis & more than 1 year are on CAGR basis. as on 26 Dec 25 Research Highlights & Commentary of 5 Funds showcased
Commentary SBI Debt Hybrid Fund SBI Multi Asset Allocation Fund SBI Equity Hybrid Fund SBI Arbitrage Opportunities Fund SBI Dynamic Asset Allocation Fund Point 1 Bottom quartile AUM (₹9,879 Cr). Lower mid AUM (₹12,466 Cr). Highest AUM (₹82,958 Cr). Upper mid AUM (₹41,083 Cr). Bottom quartile AUM (₹655 Cr). Point 2 Oldest track record among peers (24 yrs). Established history (20+ yrs). Established history (20+ yrs). Established history (19+ yrs). Established history (10+ yrs). Point 3 Top rated. Rating: 4★ (upper mid). Rating: 4★ (lower mid). Rating: 2★ (bottom quartile). Not Rated. Point 4 Risk profile: Moderate. Risk profile: Moderate. Risk profile: Moderately High. Risk profile: Moderately Low. Risk profile: Moderately High. Point 5 5Y return: 9.64% (lower mid). 5Y return: 14.99% (top quartile). 5Y return: 13.79% (upper mid). 5Y return: 6.01% (bottom quartile). 5Y return: 8.31% (bottom quartile). Point 6 3Y return: 9.92% (lower mid). 3Y return: 18.79% (top quartile). 3Y return: 14.48% (upper mid). 3Y return: 7.17% (bottom quartile). 3Y return: 6.92% (bottom quartile). Point 7 1Y return: 6.50% (bottom quartile). 1Y return: 18.86% (upper mid). 1Y return: 11.70% (lower mid). 1Y return: 6.50% (bottom quartile). 1Y return: 25.12% (top quartile). Point 8 1M return: -0.81% (bottom quartile). 1M return: 2.86% (top quartile). 1M return: -0.58% (bottom quartile). 1M return: 0.47% (lower mid). 1M return: 1.04% (upper mid). Point 9 Alpha: 0.00 (upper mid). Alpha: 0.00 (lower mid). Alpha: 4.12 (top quartile). Alpha: 0.00 (bottom quartile). Alpha: 0.00 (bottom quartile). Point 10 Sharpe: 0.24 (bottom quartile). Sharpe: 1.17 (lower mid). Sharpe: 0.61 (bottom quartile). Sharpe: 1.23 (upper mid). Sharpe: 2.59 (top quartile). SBI Debt Hybrid Fund
SBI Multi Asset Allocation Fund
SBI Equity Hybrid Fund
SBI Arbitrage Opportunities Fund
SBI Dynamic Asset Allocation Fund
(Erstwhile SBI Magnum Monthly Income Plan) To provide regular income, liquidity and attractive returns to the investors
through an actively managed portfolio of debt, equity and money market
instruments. Income may be generated through the receipt of coupon payments,
the amortization of the discount on the debt instruments, receipt of dividends or
purchase and sale of securities in the underlying portfolio. Below is the key information for SBI Debt Hybrid Fund Returns up to 1 year are on (Erstwhile SBI Magnum Monthly Income Plan Floater) To provide regular income, liquidity and attractive returns to investors in addition
to mitigating the impact of interest rate risk through an actively managed
portfolio of floating rate and fixed rate debt instruments, equity, money market
instruments and derivatives. Research Highlights for SBI Multi Asset Allocation Fund Below is the key information for SBI Multi Asset Allocation Fund Returns up to 1 year are on (Erstwhile SBI Magnum Balanced Fund) To provide investors long term capital appreciation along with the liquidity of 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 a relatively safe portfolio of debt. Research Highlights for SBI Equity Hybrid Fund Below is the key information for SBI Equity Hybrid Fund Returns up to 1 year are on To provide capital appreciation and regular income for unitholders by identifying profitable arbitrage opportunities between the spot and derivative market segments as also through investment of surplus cash in debt and money market instruments. Research Highlights for SBI Arbitrage Opportunities Fund Below is the key information for SBI Arbitrage Opportunities Fund Returns up to 1 year are on The objective of the fund will be to provide investors with an opportunity to invest in a portfolio of a mix of equity and equity related securities and fixed income instruments. The allocation between fixed income and equity instruments will be managed dynamically so as to provide investors with long term capital appreciation However, there can be no assurance that the investment objective of the Scheme will be achieved. Research Highlights for SBI Dynamic Asset Allocation Fund Below is the key information for SBI Dynamic Asset Allocation Fund Returns up to 1 year are on 1. SBI Debt Hybrid Fund
SBI Debt Hybrid Fund
Growth Launch Date 9 Apr 01 NAV (26 Dec 25) ₹74.1046 ↓ -0.03 (-0.04 %) Net Assets (Cr) ₹9,879 on 15 Dec 25 Category Hybrid - Hybrid Debt AMC SBI Funds Management Private Limited Rating ☆☆☆☆☆ Risk Moderate Expense Ratio 1.23 Sharpe Ratio 0.24 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Years (1%),1 Years and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 20 ₹10,000 30 Nov 21 ₹11,653 30 Nov 22 ₹12,290 30 Nov 23 ₹13,468 30 Nov 24 ₹15,270 30 Nov 25 ₹16,356 Returns for SBI Debt Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Dec 25 Duration Returns 1 Month -0.8% 3 Month 1.5% 6 Month 2.2% 1 Year 6.5% 3 Year 9.9% 5 Year 9.6% 10 Year 15 Year Since launch 8.4% Historical performance (Yearly) on absolute basis
Year Returns 2024 11% 2023 12.2% 2022 4.5% 2021 14.1% 2020 13.5% 2019 8.1% 2018 -0.2% 2017 8.5% 2016 12.5% 2015 8.2% Fund Manager information for SBI Debt Hybrid Fund
Name Since Tenure Saurabh Pant 1 Jan 22 3.92 Yr. Mansi Sajeja 30 Jun 21 4.42 Yr. Milind Agrawal 1 Aug 25 0.33 Yr. Data below for SBI Debt Hybrid Fund as on 15 Dec 25
Asset Allocation
Asset Class Value Cash 6.12% Equity 23.16% Debt 70.43% Other 0.29% Equity Sector Allocation
Sector Value Financial Services 6.41% Basic Materials 5.19% Industrials 4.09% Consumer Cyclical 2.09% Health Care 2.04% Consumer Defensive 1.89% Energy 1.45% Debt Sector Allocation
Sector Value Corporate 57.15% Government 13.29% Cash Equivalent 6.12% Credit Quality
Rating Value A 2.5% AA 45.25% AAA 52.25% Top Securities Holdings / Portfolio
Name Holding Value Quantity 6.68% Govt Stock 2040
Sovereign Bonds | -4% ₹364 Cr 37,500,000 7.18% Govt Stock 2033
Sovereign Bonds | -3% ₹310 Cr 30,000,000
↑ 12,500,000 TATA Power Renewable Energy Limited
Debentures | -3% ₹306 Cr 30,000 Aditya Birla Renewables Limited
Debentures | -3% ₹303 Cr 30,000 Infopark Properties Limited
Debentures | -3% ₹301 Cr 30,000 Jtpm Metal TRaders Limited
Debentures | -3% ₹257 Cr 25,000 Bajaj Finance Limited
Debentures | -3% ₹254 Cr 25,000 LIC Housing Finance Ltd
Debentures | -2% ₹227 Cr 22,500 Asian Paints Ltd (Basic Materials)
Equity, Since 15 Jun 25 | 5008202% ₹207 Cr 744,000 Cholamandalam Investment And Finance Company Limited
Debentures | -2% ₹205 Cr 20,000 2. SBI Multi Asset Allocation Fund
SBI Multi Asset Allocation Fund
Growth Launch Date 21 Dec 05 NAV (26 Dec 25) ₹65.6782 ↑ 0.10 (0.15 %) Net Assets (Cr) ₹12,466 on 15 Dec 25 Category Hybrid - Multi Asset AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk Moderate Expense Ratio 1.46 Sharpe Ratio 1.17 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 20 ₹10,000 30 Nov 21 ₹11,728 30 Nov 22 ₹12,581 30 Nov 23 ₹14,893 30 Nov 24 ₹17,583 30 Nov 25 ₹20,276 Returns for SBI Multi Asset Allocation Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Dec 25 Duration Returns 1 Month 2.9% 3 Month 8.6% 6 Month 10.2% 1 Year 18.9% 3 Year 18.8% 5 Year 15% 10 Year 15 Year Since launch 9.9% Historical performance (Yearly) on absolute basis
Year Returns 2024 12.8% 2023 24.4% 2022 6% 2021 13% 2020 14.2% 2019 10.6% 2018 0.4% 2017 10.9% 2016 8.7% 2015 9.9% Fund Manager information for SBI Multi Asset Allocation Fund
Name Since Tenure Dinesh Balachandran 31 Oct 21 4.09 Yr. Mansi Sajeja 1 Dec 23 2 Yr. Vandna Soni 1 Jan 24 1.92 Yr. Data below for SBI Multi Asset Allocation Fund as on 15 Dec 25
Asset Allocation
Asset Class Value Cash 10.3% Equity 46.93% Debt 32.36% Other 10.41% Equity Sector Allocation
Sector Value Financial Services 14.22% Real Estate 6.48% Consumer Cyclical 5.9% Energy 3.97% Technology 3.83% Basic Materials 3.74% Consumer Defensive 3.35% Industrials 2.32% Utility 1.69% Health Care 1.11% Communication Services 0.33% Debt Sector Allocation
Sector Value Corporate 24.41% Cash Equivalent 9.53% Government 8.72% Credit Quality
Rating Value A 2.23% AA 51.08% AAA 46.69% Top Securities Holdings / Portfolio
Name Holding Value Quantity SBI Silver ETF
- | -7% ₹840 Cr 44,296,178
↓ -4,000,000 Brookfield India Real Estate Trust (Real Estate)
-, Since 30 Apr 25 | 5432614% ₹498 Cr 15,164,234
↑ 7,500,000 SBI Gold ETF
- | -3% ₹426 Cr 37,241,000 6.68% Govt Stock 2040
Sovereign Bonds | -3% ₹339 Cr 35,000,000 6.48% Govt Stock 2035
Sovereign Bonds | -2% ₹298 Cr 30,000,000
↑ 30,000,000 Reliance Industries Ltd (Energy)
Equity, Since 15 Sep 24 | RELIANCE2% ₹268 Cr 1,720,000 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Nov 22 | HDFCBANK2% ₹265 Cr 2,662,000 Jtpm Metal TRaders Limited
Debentures | -2% ₹257 Cr 25,000 PB Fintech Ltd (Financial Services)
Equity, Since 31 Jul 25 | 5433902% ₹236 Cr 1,222,500 Embassy Office Parks REIT (Real Estate)
-, Since 30 Apr 25 | 5426022% ₹216 Cr 4,900,000 3. SBI Equity Hybrid Fund
SBI Equity Hybrid Fund
Growth Launch Date 19 Jan 05 NAV (26 Dec 25) ₹310.151 ↓ -0.84 (-0.27 %) Net Assets (Cr) ₹82,958 on 30 Nov 25 Category Hybrid - Hybrid Equity AMC SBI Funds Management Private Limited Rating ☆☆☆☆ Risk Moderately High Expense Ratio 1.4 Sharpe Ratio 0.61 Information Ratio 0.62 Alpha Ratio 4.12 Min Investment 1,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 20 ₹10,000 30 Nov 21 ₹12,868 30 Nov 22 ₹13,557 30 Nov 23 ₹14,806 30 Nov 24 ₹17,859 30 Nov 25 ₹20,033 Returns for SBI Equity Hybrid Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Dec 25 Duration Returns 1 Month -0.6% 3 Month 3.6% 6 Month 1.5% 1 Year 11.7% 3 Year 14.5% 5 Year 13.8% 10 Year 15 Year Since launch 14.8% Historical performance (Yearly) on absolute basis
Year Returns 2024 14.2% 2023 16.4% 2022 2.3% 2021 23.6% 2020 12.9% 2019 13.5% 2018 -0.1% 2017 27.7% 2016 3.7% 2015 7.4% Fund Manager information for SBI Equity Hybrid Fund
Name Since Tenure R. Srinivasan 1 Jan 12 13.93 Yr. Rajeev Radhakrishnan 1 Dec 23 2 Yr. Mansi Sajeja 1 Dec 23 2 Yr. Pradeep Kesavan 1 Dec 23 2 Yr. Data below for SBI Equity Hybrid Fund as on 30 Nov 25
Asset Allocation
Asset Class Value Cash 4.93% Equity 74.32% Debt 20.75% Equity Sector Allocation
Sector Value Financial Services 22.63% Industrials 10.01% Basic Materials 9.74% Consumer Cyclical 6.76% Utility 5.84% Health Care 4.69% Communication Services 4.03% Technology 3.9% Consumer Defensive 3.05% Energy 2.46% Real Estate 1.13% Debt Sector Allocation
Sector Value Corporate 12.78% Government 7.99% Cash Equivalent 4.9% Credit Quality
Rating Value A 4.65% AA 22.18% AAA 71.29% Top Securities Holdings / Portfolio
Name Holding Value Quantity HDFC Bank Ltd (Financial Services)
Equity, Since 31 May 11 | HDFCBANK5% ₹4,433 Cr 44,000,000 Bharti Airtel Ltd (Communication Services)
Equity, Since 31 Jan 17 | BHARTIARTL4% ₹3,342 Cr 15,900,000 State Bank of India (Financial Services)
Equity, Since 28 Feb 14 | SBIN4% ₹3,231 Cr 33,000,000 Kotak Mahindra Bank Ltd (Financial Services)
Equity, Since 30 Apr 24 | KOTAKBANK4% ₹2,974 Cr 14,000,000 ICICI Bank Ltd (Financial Services)
Equity, Since 28 Feb 17 | ICICIBANK4% ₹2,916 Cr 21,000,000 6.79% Govt Stock 2034
Sovereign Bonds | -3% ₹2,853 Cr 281,501,100 Muthoot Finance Ltd (Financial Services)
Equity, Since 28 Feb 22 | MUTHOOTFIN3% ₹2,621 Cr 7,000,000 MRF Ltd (Consumer Cyclical)
Equity, Since 31 May 18 | MRF3% ₹2,591 Cr 170,000 Divi's Laboratories Ltd (Healthcare)
Equity, Since 30 Apr 16 | DIVISLAB3% ₹2,396 Cr 3,700,000 Solar Industries India Ltd (Basic Materials)
Equity, Since 31 Jul 16 | SOLARINDS3% ₹2,376 Cr 1,790,000 4. SBI Arbitrage Opportunities Fund
SBI Arbitrage Opportunities Fund
Growth Launch Date 3 Nov 06 NAV (26 Dec 25) ₹34.7614 ↑ 0.01 (0.02 %) Net Assets (Cr) ₹41,083 on 30 Nov 25 Category Hybrid - Arbitrage AMC SBI Funds Management Private Limited Rating ☆☆ Risk Moderately Low Expense Ratio 0.95 Sharpe Ratio 1.23 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-1 Months (0.5%),1 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 20 ₹10,000 30 Nov 21 ₹10,419 30 Nov 22 ₹10,838 30 Nov 23 ₹11,658 30 Nov 24 ₹12,534 30 Nov 25 ₹13,359 Returns for SBI Arbitrage Opportunities Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Dec 25 Duration Returns 1 Month 0.5% 3 Month 1.5% 6 Month 2.9% 1 Year 6.5% 3 Year 7.2% 5 Year 6% 10 Year 15 Year Since launch 6.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 7.5% 2023 7.4% 2022 4.6% 2021 4% 2020 3.5% 2019 6% 2018 6.2% 2017 5.3% 2016 6.4% 2015 7.3% Fund Manager information for SBI Arbitrage Opportunities Fund
Name Since Tenure Neeraj Kumar 5 Oct 12 13.16 Yr. Ardhendu Bhattacharya 27 Dec 24 0.93 Yr. Data below for SBI Arbitrage Opportunities Fund as on 30 Nov 25
Asset Allocation
Asset Class Value Cash 94.52% Debt 6.94% Other 0.04% Equity Sector Allocation
Sector Value Financial Services 26.49% Basic Materials 8.01% Industrials 6.59% Consumer Cyclical 6.4% Technology 5.95% Consumer Defensive 4.8% Energy 4.5% Health Care 4.23% Communication Services 3.61% Utility 2.39% Real Estate 1.66% Debt Sector Allocation
Sector Value Cash Equivalent 89.03% Corporate 9.93% Government 2.51% Credit Quality
Rating Value AA 2.94% AAA 97.06% Top Securities Holdings / Portfolio
Name Holding Value Quantity SBI Savings Dir Gr
Investment Fund | -8% ₹3,323 Cr 726,722,883 Future on HDFC Bank Ltd
Derivatives | -6% -₹2,549 Cr 25,150,400
↓ -1,802,350 HDFC Bank Ltd (Financial Services)
Equity, Since 30 Apr 22 | HDFCBANK6% ₹2,534 Cr 25,150,400
↓ -1,802,350 Future on ICICI Bank Ltd
Derivatives | -5% -₹2,203 Cr 15,788,500
↑ 1,897,000 ICICI Bank Ltd (Financial Services)
Equity, Since 30 Jun 21 | ICICIBANK5% ₹2,193 Cr 15,788,500
↑ 1,897,000 SBI Liquid Dir Gr
Investment Fund | -3% ₹1,429 Cr 3,383,519
↑ 473,793 SBI Magnum Low Duration Dir Gr
Investment Fund | -3% ₹1,086 Cr 2,904,125 Future on Reliance Industries Ltd
Derivatives | -2% -₹889 Cr 5,638,500
↓ -1,964,000 Reliance Industries Ltd (Energy)
Equity, Since 30 Nov 21 | RELIANCE2% ₹884 Cr 5,638,500
↓ -1,964,000 Future on Tata Consultancy Services Ltd
Derivatives | -2% -₹788 Cr 2,497,950
↓ -416,150 5. SBI Dynamic Asset Allocation Fund
SBI Dynamic Asset Allocation Fund
Growth Launch Date 26 Mar 15 NAV (02 Jul 21) ₹15.9463 ↑ 0.03 (0.18 %) Net Assets (Cr) ₹655 on 31 May 21 Category Hybrid - Dynamic Allocation AMC SBI Funds Management Private Limited Rating Risk Moderately High Expense Ratio 2.07 Sharpe Ratio 2.59 Information Ratio 0 Alpha Ratio 0 Min Investment 5,000 Min SIP Investment 500 Exit Load 0-12 Months (1%),12 Months and above(NIL) Growth of 10,000 investment over the years.
Date Value 30 Nov 20 ₹10,000 Returns for SBI Dynamic Asset Allocation Fund
absolute basis & more than 1 year are on CAGR (Compound Annual Growth Rate) basis. as on 26 Dec 25 Duration Returns 1 Month 1% 3 Month 3.9% 6 Month 6.2% 1 Year 25.1% 3 Year 6.9% 5 Year 8.3% 10 Year 15 Year Since launch 7.7% Historical performance (Yearly) on absolute basis
Year Returns 2024 2023 2022 2021 2020 2019 2018 2017 2016 2015 Fund Manager information for SBI Dynamic Asset Allocation Fund
Name Since Tenure Data below for SBI Dynamic Asset Allocation Fund as on 31 May 21
Asset Allocation
Asset Class Value Equity Sector Allocation
Sector Value Debt Sector Allocation
Sector Value Credit Quality
Rating Value Top Securities Holdings / Portfolio
Name Holding Value Quantity
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Research Highlights for SBI Debt Hybrid Fund