Fundalysisby DARKHORSESTOCKS

Scheme

SBI Balanced Hybrid Fund

Holds 33 companies worth ₹827 Cr in Sept 2026.

  • Fund house

    SBIThe fund house that runs this scheme.

  • AUM

    ₹1,980 CrSBI Balanced Hybrid Fund's AUM at the end of 30 Sept 2026, as AMFI reports it.

  • Largest holding

    Wheels India LimitedWheels India Limited is 1.9% of this scheme's NAV.

  • Fund manager

    Rajeev RadhakrishnanRuns it since 31 Aug 2025, as the fund house dates it. With Tanmaya Desai (fund manager).

Overview(30 Sept 2026)

Fund managers2

  1. Rajeev RadhakrishnanFund manager, debt · Aug 2025 · 22y · MMS B.E.
  2. Tanmaya DesaiFund manager, equity · Aug 2025 · 20y · MBA B.E.

    Key facts

    Benchmark
    Nifty 50 Hybrid composite debt 50:50 Index
    Risk
    LOW to MODERATE
    Expense
    Regular 1.56% · Direct 0.58%
    Started
    31 Aug 2026
    Minimum
    ₹5,000

    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(Aug 2026 – now)

    1. Rajeev Radhakrishnan
    2. Tanmaya Desai
    MainCoSlice
    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 20261.56%0.58%–
    Direct plan, 30 Sept 2026
    0.58%
    Regular plan 1.56%
    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

    The Investment Objective of the fund is to generate long term capital appreciation and income by investing only in equity and debt instruments.<br><br>However, there is no guarantee or assurance that the investment objective of the scheme will be achieved. The scheme doesn't assure or guarantee any returns.

    Risk, type and benchmark

    Riskometer
    Low to Moderate
    At launch
    Very High
    Benchmark
    Nifty 50 Hybrid composite debt 50:50 Index

    How to invest(30 Sept 2026)

    Buying

    To start
    ₹5,000, then in multiples of ₹1
    To add
    ₹1,000, then in multiples of ₹1

    Selling and switching

    To redeem
    ₹500
    Switch minimum
    ₹5,000

    Scheme details(30 Sept 2026)

    What it is

    Category
    HYBRID
    Offer
    10 Aug 2026 to 24 Aug 2026
    Started
    31 Aug 2026
    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/BHF/26/07/0207