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SBI Mutual Fund · Hybrid: Conservative
SBI Conservative Hybrid Fund - Regular Plan - Growth
To provide the investors an opportunity to invest primarily in debt and money market instruments and secondarily in equity and equity related instruments.
Mixed AssetBenchmark · NIFTY 50 Hybrid Composite Debt 15:85 Conservative IndexTER · 1.50%Inception · 25-03-2001
NAV
₹75.31
+0.02% · as of 31-05-2026
Since inception
8.34%
CAGR
Benchmark (inception)
11.10%
CAGR
Fund size
₹9,754 Cr
AUM
Expense ratio
1.50%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +8.34% CAGR vs benchmark +11.10%.
Portfolio
Where the money is invested
Top holdings
NCD ADITYA BIRLA RENEWABLES LTD3.15%
TREPS3.15%
8.6% Infopark Properties Limited3.14%
8% Adani Power Limited3.12%
7.52% State Government of Tamil Nadu 20553.01%
JTPM Metal Traders Limited2.72%
7.82% Bajaj Finance Limited2.62%
State Government Securities (04/03/2039)2.57%
LIC Housing Finance Ltd.2.35%
Net Receivable / Payable2.30%
Sector allocation
Financial Services4.26%
Capital Goods4.09%
Fast Moving Consumer Goods2.63%
Consumer Durables2.44%
Healthcare2.01%
Chemicals1.44%
Oil, Gas & Consumable Fuels1.30%
Consumer Services1.10%
Construction0.85%
Construction Materials0.67%
Riskometer
LowVery High
High
What if you'd SIP'd here?
@ 8.3% p.a.₹10,000
10 years
Projected value
₹18,77,531
Invested: ₹12,00,000
Gained: ₹6,77,531
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Saurabh Pant, Ms. Mansi Sajeja
Manager since fund inception data not available
ISIN & identifiers
AMFI code
100968
ISIN (Growth)
INF200K01859
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Hybrid: Conservative funds
Nippon India Conservative Hybrid Fund Gr Plan
₹60.58
1Y
+5.7%
3Y
+7.8%
5Y
+7.7%
ABSL Reg Savings Gr Payment Reg
₹68.75
1Y
+3.5%
3Y
+8.2%
5Y
+7.9%
ICICI Pru Reg Savings Gr
₹77.81
1Y
+3.5%
3Y
+9.2%
5Y
+8.3%
Parag Parikh Conservative Hybrid Fund Reg Gr
₹15.49
1Y
+2.8%
3Y
+9.9%
5Y
+9.1%
Bank of India Cons Hybrid ECO Gr
₹36.15
1Y
+2.3%
3Y
+7.0%
5Y
+10.0%
Want a personalised recommendation?
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