MonitorDirect · GrowthWatch before adding
SBI AGGRESSIVE HYBRID FUND
SBI Mutual FundHybrid Schemes - Aggressive Hybrid Fund13.8 years
- NAV
- 339.6339
- 29 Oct 2026
- 1Y
- -1.9%
- Trailing CAGR
- AUM
- ₹86,162.81 Cr
- 30 Sept 2026
- Volatility
- Medium
- 10.8% annualized
Buying brief
Should you add this fund?
Evidence on this desk, framed as a purchase checklist - not SEBI-registered advice.
As of 29 Oct 2026
Stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
In three lines
Fits if · The fund beat the category median in 56% of rolling 3-year windows.
Fits if · Three-year return is above the category median.
Prefer peers if · Prefer BARODA BNP PARIBAS AGGRESSIVE HYBRID FUND if you want a same-category peer with stronger evidence.
Buy checklist
History depth
Pass
13.8 years of path to read.
Engine status
Watch
Recent evidence is mixed. Compare peers before increasing exposure.
Expense ratio
Pass
0.76% TER (Direct). Lower cost compounds on long SIPs.
Drawdown vs peers
Pass
Peak-to-trough -27.5%. Ask whether you can hold through a similar fall.
Vs category
Pass
56% of rolling 3Y windows beat the category median, same plan and option.
Manager tenure
n/a
Manager not listed.
Exit load
n/a
No exit-load summary on file.
Tax / wrapper
Pass
Direct Growth, no ELSS lock flagged. Equity LTCG rules still apply after one year - not tax advice.
Portfolio concentration
Pass
Top 10 holdings ≈ 33.8% of the portfolio.
Browse category
Same-category peers are preloaded into compare when available.
Before you buy or SIP
Behaviour and wrappers - the usual India MF failure modes - not a buy instruction.
Drawdown rehearsal
This scheme’s worst fall on file is about 27%. Before you SIP, ask whether you would keep contributing through a similar drop - pausing on fear is the usual India MF failure mode.
SIP discipline
Monitor is recent mixed evidence - keep the SIP unless the buying brief says prefer peers, then swap with intent.
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-1.9%
- 3Y+12.0%
- 5Y+9.1%
- 10Y+11.8%
- SI+13.8%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-0.8%
- 3Y+6.1%
- 5Y+9.5%
- 10Y+11.8%
- Since inception
- +13.8%
- Calendar-day CAGR
- Excess 1Y
- +3.3%
- Category median, same plan and option
- 3Y win rate
- +56%
- Windows beating the median
- 3Y percentile
- 80
- Vs comparable share classes
- SIP 3Y XIRR
- +6.1%
- Simulated monthly SIP
- Worst rolling 3Y
- +1.5%
- 2662 daily-ending windows
- Median rolling 3Y
- +14.0%
- Calendar-day CAGR
- Positive rolling 5Y
- +100%
- 2169 daily-ending windows
Drawdown
Peak to trough from a running NAV high, with the path and recovery episodes.
- Max drawdown
- -27.5%
- Worst peak-to-trough
- Current
- -5.1%
- Below last peak
- Current spell
- 87 days
- Days below latest peak
- Time below peak
- +84%
- NAV observations
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 11 days
- 190 recovered episodes
- Longest recovery
- 233 days
- Trough to prior peak
19 Feb 2020 – 11 Nov 2020
Trough 23 Mar 2020 · recovered in 233 days
-27.5%
18 Oct 2021 – 7 Nov 2022
Trough 20 Jun 2022 · recovered in 140 days
-12.7%
5 Aug 2015 – 31 May 2016
Trough 25 Feb 2016 · recovered in 96 days
-10.4%
20 May 2013 – 29 Oct 2013
Trough 28 Aug 2013 · recovered in 62 days
-10.2%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
80
Vs category
70
Consistency
56
Risk-adjusted
62
Drawdown
31
Mean
60
Decision
Quantitative engine reasons behind the buying stance. An explanation can only restate what is already here.
Monitor
Buying stance
Watch before adding
Recent evidence is mixed. Compare peers before increasing exposure.
Why this status
No status reasons yet. History is still thin.
Supporting reads
- The fund beat the category median in 56% of rolling 3-year windows.
- Three-year return is above the category median.
- Risk-adjusted return sits above the documented risk-free proxy.
Portfolio
30 Sept 2026 · 116 holdings · top 10 are 33.8%.
- Top 5
- 20.3%
- Top 10
- 33.8%
- Largest holding
- 5.1%
- Effective holdings
- 46.9
Repo
Unspecified
5.1%
ICICI Bank Ltd
Financial
4.1%
Solar Industries India Ltd
Materials
4.1%
State Bank of India
Financial
3.7%
Kotak Mahindra Bank Ltd
Financial
3.4%
Worth investigating
Same-category peers with enough history to inspect beside this fund - including tradeoffs.
BARODA BNP PARIBAS AGGRESSIVE HYBRID FUND
Baroda BNP Paribas Mutual Fund
- 1Y
- -3.1%
- 3Y
- +10.7%
- Vol
- 10.0%
- Max DD
- -12.9%
- Sharpe
- 0.54
- 3Y win
- +92%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Lower TER
Caveat: Lower trailing returns
HSBC Aggressive Hybrid Fund
HSBC Mutual Fund
- 1Y
- +0.5%
- 3Y
- +13.0%
- Vol
- 12.5%
- Max DD
- -19.6%
- Sharpe
- 0.58
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Higher TER
BANK OF INDIA AGGRESSIVE HYBRID FUND
Bank of India Mutual Fund
- 1Y
- +8.2%
- 3Y
- +16.0%
- Vol
- 14.3%
- Max DD
- -36.6%
- Sharpe
- 0.70
- 3Y win
- +76%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown · Higher TER
ICICI Prudential Aggressive Hybrid Fund
ICICI Prudential Mutual Fund
- 1Y
- -5.1%
- 3Y
- +12.4%
- Vol
- 11.9%
- Max DD
- -30.7%
- Sharpe
- 0.84
- 3Y win
- +95%
- Higher win rate vs category
- Higher trailing returns
Caveat: Higher volatility · Deeper drawdown · Higher TER
Mahindra Manulife Aggressive Hybrid Fund
Mahindra Manulife Mutual Fund
- 1Y
- -8.4%
- 3Y
- +10.8%
- Vol
- 12.2%
- Max DD
- -25.4%
- Sharpe
- 0.79
- 3Y win
- +100%
- Shallower drawdown
- Higher win rate vs category
Caveat: Higher volatility · Higher TER · Lower trailing returns