- Mutual Funds
- SBI Mutual Fund
- SBI Conservative Hybrid Fund (RIDCW-M)
Formerly SBI Debt Hybrid Fund Reg Mn IDCW-R
SBI Conservative Hybrid Fund (RIDCW-M)
₹ 19.861
NAV (Apr 18)
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.
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 19.861
NAV (Apr 18)
Fund Returns
Last 1Y | 13.9% |
Last 3Y | 10.4% |
Last 5Y | 10.1% |
Last 10Y | 8.4% |
Since Inception | 7.4% |
6 Month CAGR | 5.9% |
Scheme Information
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 (23y ago) | Apr 09, 2001 |
AUM in Crores | 9642.126 |
ISIN | INF200K01875 |
Lock-in | No Lock-in |
Benchmark | Nifty 50 Hybrid Composite Debt 15:85 |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 3.1 |
Standard Deviation (5yr) | 5.3 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 1.482 |
Sharpe Ratio (5yr) | 0.865 |
YTM | 7.84 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Conservative Hybrid Fund (RIDCW-M) | 9,37,888 | 2,05,276 | 10.1% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
uttar pradesh (government of) 7.38%
5.9%7.3% govt stock 2053
5.8%tamil nadu (government of) 7.5%
4.2%07.76 mh sgs 2030
2.1%godrej properties limited
2.1%Allocation by Sector
financial services
6.6%industrials
6.2%consumer cyclical
3.3%consumer defensive
2.2%basic materials
2%Comparison with Hybrid Funds
| Fund Name | Fund Size | Rolling Returns |
|---|---|---|
₹ 33,502 cr | ||
₹ 10,737 cr | ||
₹ 8,943 cr | ||
₹ 1,868 cr | ||
₹ 1,829 cr |
About the AMC
SBI Funds Management Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.1% | 6.5% | ||
22% | 17.8% | ||
15.6% | 12.1% | ||
25.5% | 16.3% | ||
27.4% | 13.3% |
SBI Conservative Hybrid Fund (RIDCW-M) Review
SBI Conservative Hybrid Fund (RIDCW-M) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 7.4% over a period of 23 years. The fund was previously known as SBI Debt Hybrid Fund Reg Mn IDCW-R. 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 (RIDCW-M) as of 4/18/2024 is ₹19.86 with the total AUM as of 4/19/2024 is ₹9642.126. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Conservative Hybrid Fund (RIDCW-M) was launched on Apr 09, 2001. The category risk of the fund is High Risk.
The minimum SIP amount for SBI Conservative Hybrid Fund (RIDCW-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 (RIDCW-M)?
How to invest in SBI Conservative Hybrid Fund (RIDCW-M)?
You can invest in SBI Conservative Hybrid Fund (RIDCW-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 (RIDCW-M)?
The minimum sip amount for SBI Conservative Hybrid Fund (RIDCW-M) is ₹1000. You can invest in multiples of ₹5000.
Is SBI Conservative Hybrid Fund (RIDCW-M) good to invest in?
As per Scripbox experts, SBI Conservative Hybrid Fund (RIDCW-M) is a Neutral fund. You can investSBI Conservative Hybrid Fund (RIDCW-M) 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 (RIDCW-M)?
The expense ratio of the SBI Conservative Hybrid Fund (RIDCW-M) is 1.12% for regular plan.