← Hybrid: Conservative
Start this SIP →
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 · 1.49%Inception · 25-03-2001
NAV
₹76.03
-0.18% · as of 14-10-2026
Since inception
8.25%
CAGR
Benchmark (inception)
10.86%
CAGR
Fund size
₹10,107 Cr
AUM
Expense ratio
1.49%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +8.25% CAGR vs benchmark +10.86%.
Portfolio
Where the money is invested
Top holdings
Aditya Birla Renewables Ltd.2.97%
7.75% Sundaram Finance Ltd (08/08/2028)2.97%
8% Adani Power Limited2.96%
JTPM Metal Traders Limited2.91%
JSW Kalinga Steel Ltd.2.63%
Torrent Power Ltd.2.49%
7.52% State Government of Tamil Nadu 20552.44%
NABARD CD RED 10-03-20272.35%
LIC Housing Finance Ltd.2.22%
Cholamandalam Investment & Finance Co. Ltd.2.01%
Sector allocation
Financial Services6.54%
Capital Goods4.51%
Consumer Durables2.43%
Healthcare2.35%
Fast Moving Consumer Goods2.09%
Oil, Gas & Consumable Fuels1.17%
Chemicals1.08%
Consumer Services1.07%
Construction0.97%
Construction Materials0.69%
Riskometer
LowVery High
High
What if you'd SIP'd here?
@ 8.3% p.a.₹10,000
10 years
Projected value
₹18,67,952
Invested: ₹12,00,000
Gained: ₹6,67,952
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
₹61.85
1Y
+4.8%
3Y
+7.6%
5Y
+7.2%
Parag Parikh Conservative Hybrid Fund Reg Gr
₹15.70
1Y
+2.7%
3Y
+8.5%
5Y
+8.4%
Baroda BNP Paribas Conservative Hybrid Fund Reg Gr
₹46.08
1Y
+2.1%
3Y
+6.6%
5Y
+5.6%
Bank Of India Cons Hybrid Eco Gr
₹36.20
1Y
+1.8%
3Y
+5.7%
5Y
+8.8%
DSP Conservative Hybrid Fund Reg Gr
₹60.16
1Y
+1.7%
3Y
+7.6%
5Y
+6.4%
Want a personalised recommendation?
Our team will tell you whether this fund fits your goals, allocation and risk profile — and suggest peers if it doesn't.