Monthly Amount Invested
Duration
Yr
-
Would Have Become--
-
Invested Value--
-
Total Gain--
-
Returns-- per annum
| ₹500 | ₹5,000 | 0.57 % | 4★ | ₹7,250 | 10 Years |
|---|---|---|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio | Rating | Fund Size (in Cr) | Fund Age |
| ₹500 | ₹5,000 | 0.57 % |
|---|---|---|
| Min SIP | Min Lumpsum | Expense Ratio |
| 4★ | ₹7,250 Cr | 10 Years |
| Rating | Fund Size | Fund Age |
Scheme Objective
To provide the investors an opportunity to invest primarily in Debt and Money market instruments and secondarily in equity and equity related instruments.
Scheme Performance
| 1 Year | 1Y | 3 Years | 3Y | 5 Years | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 6.2% | 13.8% | 8.8% | 9.5% | ||||
| Category Average | 1.7% | 32.4% | 13.3% | - |
Scheme Allocation
Holding
Sector
Asset
ICICI Bank
Infosys
Axis Bank
Aether Industri.
ITC
Others
Fund House Details
SBI Conservative Hybrid Fund
Fund Manager
Saurabh Pant
Exit Load
| Exit Load | For exit within one year from the date of allotment - 10%. For exit after one Year from the date of allotment - 1.00%. For exit after one Year from the date of allotment - NIL. |
|---|
Advance Ratio
| 0.01 | 0.22 | 0.19 | 0.04 |
| Alpha | SD | Beta | Sharpe |
Risk-O-Meter
Other Funds from the same Fund House
Peer Comparison
-
Hybrid | Conservative Hybrid Mutual Funds | 3
5.1%9.8%7.0%1Y3Y5Y -
-
-
Hybrid | Conservative Hybrid Mutual Funds | 5
5.5%11.3%9.0%1Y3Y5Y
AMC Contact Details
SBI Mutual Fund
AUM:
6,48,640 Cr
Address:
9th Floor,Crescenzo, C-39&39,
G Block, Bandra kurla complex,
Bandra (east), Mumbai-400 051.
Contact:
022-61793000
Email ID:
partnerforlife@sbimf.com
Frequently Asked Questions
You can invest in SBI Conservative Hybrid Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for SBI Conservative Hybrid Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
The SBI Conservative Hybrid Fund has delivered 9.5% since inception
The NAV of SBI Conservative Hybrid Fund is ₹60.4 as of 21 March 2023.
The expense ratio of SBI Conservative Hybrid Fund is 0.57 % as of 21 March 2023.
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
The AUM of SBI Conservative Hybrid Fund is ₹6,48,640 Cr as of 21 March 2023
The minimum SIP amount of SBI Conservative Hybrid Fund is ₹500
The top stock holdings of SBI Conservative Hybrid Fund are
- ICICI Bank - 2.15%
- Infosys - 1.52%
- Axis Bank - 1.27%
- Aether Industri. - 0.81%
- ITC - 0.81%
The top sectors SBI Conservative Hybrid Fund has invested in are
- ICICI Bank - 2.15%
- Infosys - 1.52%
- Axis Bank - 1.27%
- Aether Industri. - 0.81%
- ITC - 0.81%
