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 28-07-2025

72.6914

-0.1205

CAGR Since Inception

8.48%

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 5.65 10.61 11.4 9.05 8.48
Benchmark - - - - -
Hybrid: Conservative 5.94 9.39 9.58 7.72 8.73

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 5.65 10.11 10.61 11.4 9.05
ABSL Reg Savings Gr Payment Reg 22-05-2004 8.16 9.93 9.42 11.24 8.52
Parag Parikh Conservative Hybrid Fund Reg Gr 05-05-2021 8.08 13.39 11.96 0.0 0.0
Nippon India Conservative Hybrid Fund Gr Plan 29-12-2003 7.87 8.67 8.96 8.88 5.57
ICICI Pru Reg Savings Gr 10-03-2004 7.64 10.97 10.62 10.19 9.46
DSP Reg Savings Reg Gr 11-06-2004 7.37 10.85 10.38 9.35 7.2
Franklin India Conservative Hybrid Fund Gr 28-09-2000 6.84 10.67 10.26 9.17 7.57
UTI Conservative Hybrid Fund Reg Gr 16-12-2003 6.54 10.86 10.34 11.12 8.34
Canara Robeco Cons Hybrid Reg Gr 24-04-1988 6.4 9.33 8.9 8.8 7.89
HSBC Conservative Hybrid Fund Gr 24-02-2004 5.97 11.47 10.37 9.06 7.68

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 - - - - - -