SBI Mutual Fund

SBI Conservative Hybrid Fund (G)

₹ 69.88

NAV (Apr 11)

12.363%
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
1.54 %
Launched 24Y ago
2001-03-24
AUM in Crores
9666
ISIN
INF200K01859
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
0.7
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%
See all holdings
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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%
See all sectors
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comparison

Comparison with Hybrid Funds

SBI Conservative Hybrid Fund (G) Review

SBI Conservative Hybrid Fund (G) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 8.41% over 24 years. The fund has grown over a period of 24 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 (G) as of 4/11/2025 is ₹69.88 with the total AUM as of 4/13/2025 is ₹9666.02. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Conservative Hybrid Fund (G) was launched on 2001-03-24. The category risk of the fund is High.

The minimum SIP amount for SBI Conservative Hybrid Fund (G) 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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