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SBI Conservative Hybrid Fund
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Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 0.62 | 7.75 | 2.50 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.37 | 7.35 | 2.31 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| Growth | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| NIFTY 50 Hybrid Composite Debt 15:85 Index |
About Conservative Hybrid Fund
Conservative Hybrid funds have exposure to both debt and equity instruments. They primarily invest in FD-like instruments with some allocation to stocks. They are designed to slightly surpass the average rate of inflation.
Peers & Comparison
HybridConservative Hybrid Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| SBI Conservative Hybrid Fund | 13.43% | 9.48% | 10.19% |
| HDFC Hybrid Debt Fund | 14.13% | 10.21% | 10.13% |
| ICICI Pru Regular Savings Fund | 14.08% | 9.71% | 10.84% |
| Kotak Debt Hybrid Fund | 16.14% | 10.54% | 11.18% |
Price Comparison
Compare SBI Conservative Hybrid Fund with any MF, ETF, stock or index
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Sector Weightage
Current Holdings
Equity
Debt
Others
- ConstituentHolding Weight3M Change
- ICICI Bank Ltd3M change : 0.10 %
Holdings
1.54 %
0.10 % - State Bank of India3M change : -0.09 %
Holdings
1.42 %
-0.09 % - Infosys Ltd3M change : -0.08 %
Holdings
1.29 %
-0.08 %
AMC Profile
With 30 years of rich experience in fund management, SBI Funds Management Ltd. (SBIFML) bring forward their expertise by consistently delivering value to their investors. They have a strong and proud lineage that traces back to the State Bank of India (SBI) - India's largest bank. They are a Joint Venture between SBI and AMUNDI (France), one of the world's leading fund management companies., SBI currently holds 63% stake in SBIFMPL. They have been actively managing their investor's assets not only through our investment expertise in domestic mutual funds, but also offshore funds and portfolio management advisory services for institutional investors.
No.of Schemes
107
Total AUM
₹ 7,67,182.57 Cr.
Fund Manager Profile
Saurabh Pant
AUM: ₹1,07,786.85 Cr.
|
Exp: 4yrs
Mansi Sajeja
AUM: ₹1,39,721.58 Cr.
|
Exp: —
Manager Performance (0)
Tax Implications
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Investment frequency
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Monthly Investment Amt. (₹)
Investment period (years)
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Opinions and Fund Reviews
SBI Conservative Hybrid Fund- Man of the Match
2 years ago•SBI Mutual Fund
SBI Conservative Hybrid Fund - Healthy Diet
2 years ago•SBI Mutual Fund
एसबीआई डेट हाइब्रिड फंड SBI Debt Hybrid Fund - Smart Diet for Your Investment | SBI Mutual Fund
3 years ago•SBI Mutual Fund
SBI Debt Hybrid Fund- Man of the Match
3 years ago•SBI Mutual Fund
Invested period < 2 years
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments before 1st April 2023)
Gains are treated as long-term capital gains and taxed at 12.5%
Invested period > 2 years(Investments from 1st April 2023 redeemed till 31st March 2025)
Gains are added to taxable income and taxed according to the individual’s income tax slab
Invested period > 2 years(Investments from 1st April 2023 redeemed after 31st March 2025)
Gains are treated as long-term capital gains and taxed at 12.5%