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  • SBI Mutual Fund
  • SBI Conservative Hybrid Fund Inc Dist cum Cap Wdrl (RIDCW-Q)

Formerly SBI Debt Hybrid Fund Reg Qt IDCW-R

SBI Mutual Fund

SBI Conservative Hybrid Fund Inc Dist cum Cap Wdrl (RIDCW-Q)

HybridConservative Hybrid

15.5228

NAV (Jan 19)

7.3%
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 ->

Track Record

21 Years. The fund has an Extended history for analysis and the track record is excellent.

Relative Size

5,339 Cr. Large within the category

Category View

Relatively Poor. The category has a relatively poor investment outlook

Consistency Of Performance

Relatively moderate. The historical performance of the fund has been OK

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Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

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    Historical growth rate of 12% per annum
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    Recommended Duration 1 - 5 years
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    No Lock-in
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    Expert Investing Only

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Historical NAV

15.5228

NAV (Jan 19)

Fund Returns

Last 1Y

13.6%

Last 3Y

11.9%

Last 5Y

7.3%

Last 10Y

8%

Since Inception

6.9%

6 Month CAGR

6.7%

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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

5338.138

ISIN

INF200K01891

Lock-in

No Lock-in

Benchmark

IISL Nifty 50 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers
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Dinesh Ahuja

Fund Manager

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Mansi Sajeja

Fund Manager

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Mohit Jain

Fund Manager

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Ruchit Mehta

Fund Manager

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Saurabh Pant

Fund Manager

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Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%₹ 9,65,796 ₹ 2,33,18411.25%
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.

comparison

Comparison with Hybrid Funds

Fund NameScripbox OpinionFund SizeTrack Record
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)
Aditya Birla Sun Life Equity Hybrid 95 Fund (G)

₹ 7,783 cr

5

₹ 18,456 cr

5

₹ 1,954 cr

5

₹ 455 cr

5

₹ 2,663 cr

5

amc-icon

About the AMC

SBI Funds Management Private Limited

SBI Funds Management Private Limited manages assets worth 471,579 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 75 equity,232 debt and 54 hybrid funds.

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Fund NameScripbox Opinion
Till Date CAGR
SBI Focused Equity Fund (G)
SBI Focused Equity Fund (G)

24.3%

20.3%

5.6%

7.2%

24.3%

%

4.8%

5.8%

4.8%

5.8%

growth

Build Long Term Wealth

Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

  • graph-icon-gray
    Historical growth rate of 12% per annum
  • graph-icon-gray
    Recommended Duration 1 - 5 years
  • graph-icon-gray
    No Lock-in
  • graph-icon-gray
    Expert Investing Only
  • graph-icon-gray
    One-click investing and tracking
  • graph-icon-gray
    Zero fees for all your investments
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Equity

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Equity

Large Cap

Invesco India Growth Opportunities Fund (Growth)

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Equity

Diversified

SBI Conservative Hybrid Fund Inc Dist cum Cap Wdrl (RIDCW-Q) Review

SBI Conservative Hybrid Fund Inc Dist cum Cap Wdrl (RIDCW-Q) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 6.9% over a period of 20 years. The fund was previously known as SBI Debt Hybrid Fund Reg Qt IDCW-R. The fund is managed by SBI Funds Management Private Limited. The fund managers are Dinesh Ahuja, Mansi Sajeja, Mohit Jain, Ruchit Mehta, Saurabh Pant.

Nav of SBI Conservative Hybrid Fund Inc Dist cum Cap Wdrl (RIDCW-Q) as of 19/01/2022 is ₹15.52 with the total AUM as of 20/01/2022 is ₹5338.138. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Conservative Hybrid Fund Inc Dist cum Cap Wdrl (RIDCW-Q) 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 Inc Dist cum Cap Wdrl (RIDCW-Q) 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

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