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  • SBI Conservative Hybrid Fund (Growth)

Formerly SBI Debt Hybrid Fund Reg Gr

SBI Mutual Fund

SBI Conservative Hybrid Fund (Growth)

HybridConservative Hybrid

64.1285

NAV (Feb 23)

10.9%
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.

Our analysis of this fundLearn how we rate funds ->

Fund Size

Category Leader

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

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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

64.1285

NAV (Feb 23)

Fund Returns

Last 1Y
14.8%
Last 3Y
10.4%
Last 5Y
10.9%
Last 10Y
10%
Since Inception
8.5%
6 Month CAGR
6.3%

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
1.12
Launched (23y ago)
Apr 09, 2001
AUM in Crores
9481.725
ISIN
INF200K01859
Lock-in
No Lock-in
Benchmark
Nifty 50 Hybrid Composite Debt 15:85
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
3.2
Standard Deviation (5yr)
5.3
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
1.599
Sharpe Ratio (5yr)
0.992
YTM
7.91
Fund Managers

Mohit Jain

Fund Manager

Saurabh Pant

Fund Manager

Mansi Sajeja

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
SBI Conservative Hybrid Fund (Growth)70%9,57,191 2,24,57910.9%
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 2024-02-23

Top Stock Holdings

7.18% govt stock 2033

7.4%
7.4%

7.3% govt stock 2053

5.9%
5.9%

7.18% govt stock 2037

3.7%
3.7%

net receivable / payable

2.8%
2.8%

small industries development bank of india

2.1%
2.1%
See all holdings

Allocation by Sector

financial services

6.4%
6.4%

industrials

6.4%
6.4%

consumer cyclical

3.2%
3.2%

consumer defensive

2.2%
2.2%

basic materials

2.1%
2.1%
See all sectors

Comparison with Hybrid Funds

Fund NameFund SizeRolling Returns
Edelweiss Balanced Advantage Fund (G)
Edelweiss Balanced Advantage Fund (G)

₹ 10,349 cr

₹ 31,196 cr

₹ 8,516 cr

₹ 3,380 cr

₹ 3,054 cr

About the AMC

SBI Funds Management Ltd

SBI Funds Management Ltd manages assets worth 624,670 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 90 equity,230 debt and 41 hybrid funds.amc-img
022-61793000
Fund NameScripbox Opinion
Till Date CAGR

4.9%

6.5%

21.8%

18%

24.9%

16.4%

14.4%

12.1%

5.2%

6.9%

SBI Conservative Hybrid Fund (G) Review

SBI Conservative Hybrid Fund (G) is a Conservative Hybrid Hybrid fund and has delivered an annualised return of 8.5% over a period of 22 years. The fund was previously known as SBI Debt Hybrid Fund Reg Gr. 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 (G) as of 2/23/2024 is ₹64.13 with the total AUM as of 2/25/2024 is ₹9481.725. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Conservative Hybrid Fund (G) was launched on Apr 09, 2001. The category risk of the fund is High Risk.

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

What is SBI Conservative Hybrid Fund (G)?

SBI Conservative Hybrid Fund (G) 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 (G)?

You can invest in SBI Conservative Hybrid Fund (G) 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 (G)?

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

Is SBI Conservative Hybrid Fund (G) good to invest in?

As per Scripbox experts, SBI Conservative Hybrid Fund (G) is a Neutral fund. You can investSBI Conservative Hybrid Fund (G) 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 (G)?

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