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: 9851.37 As on (31-12-2025)
Expense Ratio: 1.54% As on (31-12-2025)
Turn over: 81.00% | Exit Load:
NAV as on 16-01-2026
74.0744
-0.0723
CAGR Since Inception
8.4%
NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index 11.42%
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 | 7.0 | 9.72 | 9.33 | 9.05 | 8.4 |
| Benchmark | - | - | - | - | - |
| Hybrid: Conservative | 5.89 | 8.72 | 8.02 | 7.83 | 8.56 |
Funds Manager
Ms. Mansi Sajeja, Mr. Saurabh Pant, Milind Agrawal,
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
Show All Sectors
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 | 7.0 | 8.28 | 9.72 | 9.33 | 9.05 |
| Nippon India Conservative Hybrid Fund Gr Plan | 29-12-2003 | 9.58 | 8.51 | 9.18 | 8.36 | 5.95 |
| ABSL Reg Savings Gr Payment Reg | 22-05-2004 | 7.9 | 8.68 | 9.04 | 8.7 | 8.92 |
| ICICI Pru Reg Savings Gr | 10-03-2004 | 7.79 | 9.18 | 10.04 | 8.92 | 9.65 |
| DSP Reg Savings Reg Gr | 11-06-2004 | 7.3 | 8.52 | 9.81 | 8.06 | 7.42 |
| Parag Parikh Conservative Hybrid Fund Reg Gr | 05-05-2021 | 7.19 | 9.31 | 10.99 | 0.0 | 0.0 |
| Axis Conservative Hybrid Reg Gr | 16-07-2010 | 6.38 | 6.69 | 7.48 | 6.55 | 6.9 |
| Bandhan Conservative Hybrid Reg Gr | 05-02-2010 | 6.26 | 6.6 | 7.83 | 5.77 | 6.76 |
| UTI Conservative Hybrid Fund Reg Gr | 16-12-2003 | 5.99 | 8.25 | 9.39 | 8.76 | 8.36 |
| Franklin India Conservative Hybrid Fund Gr | 28-09-2000 | 5.88 | 7.57 | 9.08 | 7.58 | 7.65 |
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 | 1.14 | 1.47 | 0.46 | 7.83 | 7.04 |
| Hybrid: Conservative | - | - | - | - | - | - |