SBI Mutual Fund

SBI Conservative Hybrid Fund Direct Plan Growth

₹ 77.75

NAV (Apr 24)

13.039%
5 Year CAGR
Scripbox Opinion
neutral-badge
Neutral
Click here for top ranked funds in conservative hybrid mutual funds.

Conservative Hybrid funds provides varying combinations of equity & debt and is suitable for investment objectives with duration specific to the fund category.

Conservative hybrid funds are primarily debt funds which invest a small amount in Equity instruments.

They will tend to fluctuate a little in line with market movements - providing marginal extra gains when the market moves up and marginally lower returns when the market is down.It’ s better for investors to make the allocation to equity & debt themselves and choose the right funds in each asset class.

Our analysis of this fundLearn how we rate funds ->

Consistency of Credit quality

Poor

The performance of the fund on a Consistency of Credit Quality metric has been Poor

Fund Size

Category Leader

The fund has been a Category Leader on the Fund Size metric

Scheme Information

Investment Objective

The scheme seeks to provide the investors an opportunity to invest primarily in Debt and Money market instruments and secondarily in equity and equity related instruments.

Expense Ratio
1.13 %
Launched
-
AUM in Crores
9666
ISIN
INF200K01TS8
Lock-in (days)
No Lock-in
Benchmark
NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
3.5
Beta
0.5
Sharpe Ratio
0.8
YTM
-
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

GOI

6.26%
6.26%

GOI

6.11%
6.11%

GOI

3.64%
3.64%

Infopark Properties Ltd.

2.97%
2.97%

Maharashtra State

2.03%
2.03%
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Allocation by Sector

Financial

7.29%
7.29%

Technology

2.3%
2.3%

Energy

1.72%
1.72%

Consumer Staples

1.7%
1.7%

Metals & Mining

1.32%
1.32%
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Frequently Asked Questions

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