• Invests in a balanced mix of equity and debt to combine growth potential with relative stability.
  • Follows a disciplined asset‑allocation framework that adapts to market conditions to optimise stability and return potential.

Mumbai: SBI Mutual Fund, India’s largest fund house announces the launch of SBI Balanced Hybrid Fund (An open-ended balanced scheme investing only in equity and debt instruments. No Arbitrage is permitted in this scheme). The New Fund Offer (NFO) will be open for subscription from August 10 – 24, 2026.

The Investment Objective of the fund is to generate long term capital appreciation and income by investing only in equity and debt instruments. However, there is no assurance or guarantee that the investment objective of the Scheme will be achieved. The Scheme does not assure or guarantee any returns.

Mr. Debasish Mishra, MD & CEO, SBI Funds Management Limited, said: “The launch of the SBI Balanced Hybrid Fund strengthens our hybrid investing platform by introducing a disciplined framework for participation across equity and fixed‑income markets. It reflects our emphasis on research‑driven asset allocation, prudent risk management and solutions designed to support investors across changing market conditions.”

The Fund will invest between 40% – 60% of its assets in equity and equity‑related instruments of companies (including REITs) and between 40% – 60% of its assets in Debt Securities (including securitized debt & debt derivatives) & Money Market Instruments including Units of Debt oriented mutual fund schemes and any other security as may be permitted by SEBI/ RBI, subject to approval from SEBI / RBI as required. The scheme may seek investment opportunities in foreign securities including ADR/GDR/Foreign equity and overseas ETFs and debt securities subject to SEBI (MF) Regulations, 2026. Such investment may not exceed 35% of the net assets of the scheme. Pursuant to clause 13.11 of SEBI Master Circular for Mutual Funds dated March 20, 2026, the Scheme may invest upto US $25 million in Overseas securities and invest upto US $10 million in Overseas ETFs. For complete details, please refer to the Scheme Information Document (SID).

During NFO, the minimum application amount will be ₹ 5,000 and in multiples of ₹ 1 thereafter with additional purchases of ₹ 1,000 and in multiples of ₹ 1 thereafter. The benchmark for the fund is Nifty 50 Hybrid Composite Debt 50:50 Index.

The exit load of the Fund is Nil – If units purchased or switched in from another scheme of the Fund are redeemed or switched out upto 10% of the units (the limit) purchased or switched on or before 1 year from the date of allotment. 1% of the applicable NAV – If units purchased or switched in from another scheme of the Fund are redeemed or switched out in excess of the limit on or before 1 year from the date of allotment. NIL – If units purchased or switched in from another scheme of the Fund are redeemed or switched out after 1 year from the date of allotment.

The debt portion of the SBI Balanced Hybrid Fund will be managed by Rajeev Radhakrishnan, CIO and Head of Research – Fixed Income along with Tanmaya Desai, Fund Manager for equity portion.