SBI Balanced Hybrid Fund - Regular (G)

The Scheme seeks to follow a balanced and disciplined approach to asset allocation by investing in a mix of equity and equity-related instruments and debt and money market instruments, in line with the allocation range prescribed for the Balanced Hybrid category. The objective is to create a balanced portfolio that can participate in equity market growth while simultaneously anchoring stability through fixed-income exposure. By blending these two asset classes, the Scheme aims to offer investors a smoother and more balanced investment experience across different market environments, with reduced volatility relative to pure equity strategies. Equity Allocation: The equity component of the Scheme is intended to be the primary driver of long term capital appreciation. This portion of the portfolio will be invested in a diversified mix of companies across sectors, themes and market capitalisations, enabling participation in broad based economic and corporate growth. The equity strategy will follow a structured and research driven approach, balancing return potential with prudent risk management.