SBI Conservative Hybrid Fund - Regular Plan - Growth

Fund House: SBI Mutual Fund

Category: Hybrid: Conservative

Status: Open Ended Schemes

Launch Date: 25-03-2001

Minimum Investment: 5000.0

Asset Class: Mixed Asset

Minimum Topup: 1000.0

Benchmark: NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index

Total Assets: 9748.22 As on (30-06-2025)

Expense Ratio: 1.54% As on (30-06-2025)

Turn over: 81.00% | Exit Load: For exit within 1 year from the date of allotment- For 10% of investment - Nil- For remaining investments - 1%For exit after 1 year from the date of allotment - Nil

NAV as on 25-07-2025

72.8119

-0.2899

CAGR Since Inception

8.49%

NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index 11.41%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
SBI Conservative Hybrid Fund - Regular Plan - Growth 6.06 10.75 11.36 9.08 8.49
Benchmark - - - - -
Hybrid: Conservative 6.47 9.56 9.6 7.72 8.74

Funds Manager

Ms. Mansi Sajeja, Mr. Saurabh Pant, Mr. Pradeep Kesavan,

RETURNS CALCULATORS for SBI Conservative Hybrid Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of SBI Conservative Hybrid Fund - Regular Plan - Growth

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of SBI Conservative Hybrid Fund - Regular Plan - Growth

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
SBI Conservative Hybrid Reg Gr 25-03-2001 6.06 10.3 10.75 11.36 9.08
ABSL Reg Savings Gr Payment Reg 22-05-2004 8.73 9.99 9.58 11.25 8.51
Parag Parikh Conservative Hybrid Fund Reg Gr 05-05-2021 8.45 13.36 11.96 0.0 0.0
Nippon India Conservative Hybrid Fund Gr Plan 29-12-2003 8.19 8.69 9.08 8.93 5.58
ICICI Pru Reg Savings Gr 10-03-2004 8.08 11.12 10.72 10.2 9.46
DSP Reg Savings Reg Gr 11-06-2004 7.92 11.02 10.51 9.33 7.18
Franklin India Conservative Hybrid Fund Gr 28-09-2000 7.38 10.81 10.4 9.18 7.56
UTI Conservative Hybrid Fund Reg Gr 16-12-2003 7.26 10.98 10.53 11.18 8.33
Canara Robeco Cons Hybrid Reg Gr 24-04-1988 7.03 9.42 9.11 8.81 7.92
HSBC Conservative Hybrid Fund Gr 24-02-2004 6.51 11.6 10.68 9.06 7.69

Asset Allocation (%)

Key Performance and Risk Statistics of SBI Conservative Hybrid Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
SBI Conservative Hybrid Fund - Regular Plan - Growth 3.08 1.56 2.06 0.42 7.83 7.04
Hybrid: Conservative - - - - - -