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  • SBI Conservative Hybrid Fund (PIDCW-M)
SBI Mutual Fund

SBI Conservative Hybrid Fund (PIDCW-M)

HybridConservative Hybrid

21.5309

NAV (Oct 11)

11.637%
5 Year CAGR
Scripbox Opinion
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.

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 ->

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

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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

21.5309

NAV (Oct 11)

Fund Returns

Last 1Y
15.1%
Last 3Y
10.1%
Last 5Y
11.6%
Last 10Y
9.9%
Since Inception
8.6%
6 Month CAGR
7.9%

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
1.12
Launched (0y ago)
1.12
AUM in Crores
10030.4
ISIN
INF200K01867
Lock-in
-
Benchmark
NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
3.2
Beta
0.5
Sharpe Ratio
1.5
YTM
-
Fund Managers

Mansi Sajeja

Fund Manager

Pradeep Kesavan

Fund Manager

Saurabh Pant

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
SBI Conservative Hybrid Fund (PIDCW-M)70%9,75,426 2,42,81411.6%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-02-13

Top Stock Holdings

GOI

6.3%
6.26%

GOI

6.1%
6.11%

GOI

3.6%
3.64%

Infopark Properties Ltd.

3%
2.97%

Maharashtra State

2%
2.03%
See all holdings

Allocation by Sector

Financial

5.8%
5.78%

Consumer Staples

2.3%
2.33%

Technology

2.2%
2.24%

Metals & Mining

2.1%
2.07%

Capital Goods

1.9%
1.85%
See all sectors

Comparison with Hybrid Funds

Fund NameFund Size
icici-prudential
ICICI Prudential Multi Asset Fund (G)

₹ 48,201 cr

₹ 3,342 cr

₹ 5,410 cr

₹ 12,689 cr

₹ 24,796 cr

amc-img

About the AMC

SBI Mutual Fund

The SBI Mutual Fund Trustee Company Private Limited was set up as a trust under the Trust Act of 1882. This Trust controls the SBI Mutual Fund, one of India’s largest and oldest MFs. The SBI Mutual Fund is a Joint Venture (JV) between one of India’s largest and most profitable banks, the State Bank of India, and Amundi, which is a French asset management company.amc-img
phone-img022-61793000 / 1800-425-5425
Fund NameScripbox Opinion
Till Date CAGR

15.5%

6.3%

9.9%

14.5%

25.8%

16.5%

18.7%

15.4%

25.5%

17.4%

SBI Conservative Hybrid Fund (PIDCW-M) Review

SBI Conservative Hybrid Fund (PIDCW-M) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 8.615% over a period of 23 years. The fund is managed by SBI Mutual Fund. The fund managers are Mansi Sajeja, Pradeep Kesavan, Saurabh Pant.

Nav of SBI Conservative Hybrid Fund (PIDCW-M) as of 10/11/2024 is ₹21.53 with the total AUM as of 10/12/2024 is ₹10030.3959. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Conservative Hybrid Fund (PIDCW-M) was launched on 2001-03-24. The category risk of the fund is Low.

The minimum SIP amount for SBI Conservative Hybrid Fund (PIDCW-M) 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-M)?

It is a Conservative Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

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

You can invest in SBI Conservative Hybrid Fund (PIDCW-M) 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-M)?

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

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

As per Scripbox experts, it is a 3 fund. You can invest in it 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-M)?

The expense ratio of the SBI Conservative Hybrid Fund (PIDCW-M) is 1.12% for regular plan.

What is the NAV of SBI Conservative Hybrid Fund (PIDCW-M)?

Today's SBI Conservative Hybrid Fund (PIDCW-M) NAV is ₹21.53.