Home › Funds › Balanced Hybrid hybrid funds › SBI Balanced Hybrid Fund
Hybrid · Balanced Hybrid · SBI
SBI Balanced Hybrid Fund
NAV, returns, holdings and category rank. Updated 6 Nov 2026.
SBI Balanced Hybrid Fund is a Balanced Hybrid fund from SBI. Its largest holdings are Wheels India Ltd, Sedemac Mechatronics Ltd, Aequs Ltd.
At a glance
What it holds
- Auto Components 9%
- Pharmaceuticals & Biotechnology 9%
- Finance 5%
- Banks 3%
- Chemicals & Petrochemicals 3%
- Automobiles 2%
- Other / cash 68%
42% in shares across 33 stocks. Biggest: Wheels India Ltd, Sedemac Mechatronics Ltd, Aequs Ltd.
Last five years
How bumpy
Worst fall in five years
In past market falls
From AMFI NAV history (via mfapi.in) and NSE's Nifty 50 month-end levels, price only. Past performance may or may not be sustained in future. A description of the past, not a rating or a recommendation.
| Plan | NAV | 1 year | 3 years a yr | 5 years a yr | 3Y rank |
|---|---|---|---|---|---|
| Regular | ₹10.1171 | — | — | — | — |
| Direct | ₹10.1387 | — | — | — | — |
1-year figures are absolute returns; 3 and 5-year figures are yearly compounded. Growth options, from AMFI's NAVs. Ranks compare the same plan within the category by past return; they are not a rating.
What SBI Balanced Hybrid Fund owns
33 stocks, 41.8% of the fund in shares, from the portfolio SBI disclosed for September 2026.
Top 10 holdings
Sector mix
Other Balanced Hybrid hybrid funds
| Fund | 1Y | 3Y | 5Y |
|---|---|---|---|
| WhiteOak Capital Balanced Hybrid Fund | +2.25% | +9.97% | — |
| 360 One Balanced Hybrid Fund | +2.92% | +9.61% | — |
See all 5 Balanced Hybrid hybrid funds ranked
Questions
What is the NAV of SBI Balanced Hybrid Fund?
The regular plan's NAV was ₹10.1171 on 6 Nov 2026. The direct plan's NAV was ₹10.1387 on 6 Nov 2026.
What returns has SBI Balanced Hybrid Fund given?
Regular plan: — over 1 year, — a year over 3 years and — a year over 5 years, as of 6 Nov 2026. Past performance may or may not be sustained in future.
Which stocks does SBI Balanced Hybrid Fund hold?
As disclosed for September 2026, its top holdings were Wheels India Ltd, Sedemac Mechatronics Ltd, Aequs Ltd, out of 33 stocks.
Should I choose the regular or the direct plan?
Both plans hold the same portfolio. The direct plan has a lower expense ratio; the regular plan is bought through a distributor, who is paid a commission and helps you choose, invest and keep track.