Fundalysisby DARKHORSESTOCKS

Scheme

SBI Aggressive Hybrid Fund

Holds 43 companies worth ₹63,123 Cr in Sept 2026.

  • Fund house

    SBIThe fund house that runs this scheme.

  • AUM

    ₹86,163 CrSBI Aggressive Hybrid Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 2.8% on Aug 2026, ₹88,668 Cr.

  • Largest holding

    ICICI BankICICI Bank is 4.1% of this scheme's NAV.

  • Fund manager

    R SrinivasanRuns it since 13 Jan 2012, as the fund house dates it. With Rajeev Radhakrishnan (fund manager), Mansi Sajeja (fund manager).

Overview(30 Sept 2026)

Fund managers3

  1. R SrinivasanFund manager · Jan 2012 · 31y · B.Com
  2. Rajeev RadhakrishnanFund manager · Nov 2023 · 22y · MMS B.E.
  3. Mansi SajejaFund manager · Dec 2023 · 17y · CFA PGDM

    Key facts

    Benchmark
    CRISIL Hybrid 35 + 65 ? Aggressive Index
    Risk
    VERY HIGH
    Expense
    Direct 0.55%
    Started
    9 Oct 1995
    Minimum
    ₹1,000

    Source.Its Scheme Summary Document as of 30 Sept 2026 at AMFI.

    What changed(0 changes)

    Nothing has changed in its documents since Sept 2026.

    Source.Its filings at NSE, since Sept 2026.

    Fund managers over time(Jan 2012 – now)

    1. R Srinivasan
    2. Rajeev Radhakrishnan
    3. Mansi Sajeja
    MainCoSlice2013201520172019202120232025
    Fig. 1.Who ran it when: each manager from the date the fund house gives, or the first document listing them where it gives none, to when they left. A slice is part of it: overseas, gold and silver, or arbitrage.

    Costs(Sept 2026 – Sept 2026)

    Every change to the expense ratio, newest first.
    1 filingRegularDirectΔ pt
    30 Sept 2026–0.55%–
    Direct plan, 30 Sept 2026
    0.55%
    Regular plan –
    Fig. 1.Total expense ratio a year, each plan's, as its Scheme Summary Documents state it, filing by filing at NSE (none yet: today's, at AMFI). A change holds until the next.

    Objective and risk(30 Sept 2026)

    Objective

    To provide investors long term capital appreciation along with the liquidity of an 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 fixed income securities.

    Risk, type and benchmark

    Riskometer
    Very High
    At launch
    Very High
    Benchmark
    CRISIL Hybrid 35 + 65 ? Aggressive Index

    How to invest(30 Sept 2026)

    Buying

    To start
    ₹1,000, then in multiples of ₹1
    To add
    ₹1,000, then in multiples of ₹1

    Selling and switching

    To redeem
    ₹500
    Switch minimum
    ₹500

    Scheme details(30 Sept 2026)

    What it is

    Category
    HYBRID
    Offer
    9 Oct 1995
    Started
    9 Oct 1995
    Listed
    No

    How it is run

    Swing pricing
    No
    Side-pocketing
    No
    Custodian
    SBI-SG Global Securities Services Pvt. Ltd
    Auditor
    Chokshi & Chokshi LLP
    Registrar
    CAMS
    SEBI code
    SBIM/O/H/AHF/97/12/0002