• Mutual Funds
  • SBI Mutual Fund
  • SBI Conservative Hybrid Fund (PIDCW-A)

Formerly SBI Debt Hybrid Fund Reg Ann IDCW-P

SBI Mutual Fund

SBI Conservative Hybrid Fund (PIDCW-A)

HybridConservative Hybrid

19.3221

NAV (Aug 17)

6.9%
5 Year CAGR
Scripbox Opinion
Neutral
Click here for top ranked funds in conservative hybrid mutual funds.

However, Scripbox does not recommend investing in conservative hybrid mutual funds.

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.

Scripbox does not recommend investing in the dividend option of a fund because dividends are taxable at a higher rate than withdrawals.

Our analysis of this fundLearn how we rate funds ->

Fund Size

₹ 6,286 Cr

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

Rolling Returns

Category Leader

The fund has been a Category Leader on the Rolling Returns metric

View all 8 analysis

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

19.3221

NAV (Aug 17)

Fund Returns

Last 1Y

8%

Last 3Y

11.4%

Last 5Y

6.9%

Last 10Y

7.7%

Since Inception

7.3%

6 Month CAGR

2.8%

Scheme Information

Investment Objective

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

1.1

Launched (21y ago)

Apr 09, 2001

AUM in Crores

6286.298

ISIN

INF200K01909

Lock-in

No Lock-in

Benchmark

IISL Nifty 50 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Mohit Jain

Fund Manager

Saurabh Pant

Fund Manager

Mansi Sajeja

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-08-17

Top Stock Holdings

treps

15.2%
15.2%

7.38% govt stock 2027

6.3%
6.3%

net receivable / payable

3.3%
3.3%

l&t metro rail (hyderabad) limited

2.6%
2.6%

power finance corporation ltd.

2.3%
2.3%
See all holdings

Allocation by Sector

consumer cyclical

6%
6%

financial services

5%
5%

industrials

3.4%
3.4%

technology

2.2%
2.2%

basic materials

1.6%
1.6%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
ICICI Prudential Equity & Debt Fund (G)
ICICI Prudential Equity & Debt Fund (G)

₹ 19,613 cr

₹ 2,688 cr

₹ 3,267 cr

₹ 499 cr

₹ 334 cr

About the AMC

SBI Funds Management Ltd

SBI Funds Management Ltd manages assets worth 453,919 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 73 equity,201 debt and 34 hybrid funds.

amc-img

  • 022-61793000
  • Fund NameScripbox Opinion
    Till Date CAGR

    20%

    19.2%

    6.1%

    6.8%

    3.6%

    6.5%

    22.8%

    17.6%

    18.6%

    11.8%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    SBI Conservative Hybrid Fund (PIDCW-A) Review

    SBI Conservative Hybrid Fund (PIDCW-A) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 7.3% over a period of 21 years. The fund was previously known as SBI Debt Hybrid Fund Reg Ann IDCW-P. The fund is managed by SBI Funds Management Ltd. The fund managers are Mansi Sajeja, Mohit Jain, Saurabh Pant.

    Nav of SBI Conservative Hybrid Fund (PIDCW-A) as of 8/17/2022 is ₹19.32 with the total AUM as of 8/18/2022 is ₹6286.298. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Conservative Hybrid Fund (PIDCW-A) was launched on Apr 09, 2001. The category risk of the fund is Moderately High risk.

    The minimum SIP amount for SBI Conservative Hybrid Fund (PIDCW-A) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Frequently Asked Questions

    What is SBI Conservative Hybrid Fund (PIDCW-A)?

    SBI Conservative Hybrid Fund (PIDCW-A) is a Conservative Hybrid Hybrid scheme predominantly investing across Hybrid stocks with an investment objective to generate wealth over the long term.

    How to invest in SBI Conservative Hybrid Fund (PIDCW-A)?

    You can invest in SBI Conservative Hybrid Fund (PIDCW-A) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of SBI Conservative Hybrid Fund (PIDCW-A)?

    The minimum sip amount for SBI Conservative Hybrid Fund (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.

    Is SBI Conservative Hybrid Fund (PIDCW-A) good to invest in?

    As per Scripbox experts, SBI Conservative Hybrid Fund (PIDCW-A) is a Neutral fund. You can investSBI Conservative Hybrid Fund (PIDCW-A) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the SBI Conservative Hybrid Fund (PIDCW-A)?

    The expense ratio of the SBI Conservative Hybrid Fund (PIDCW-A) is 1.1% for regular plan.