3 Year return
9.91%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
High Risk
Asset Under Management
₹10076.16 Cr.
Expense Ratio
0.62% (inclusive of GST)
Exit Load
For exit within one year from the date of allotment for 10% of investment: Nil For remaining investment - 1.00%. For exit after one Year from the date of allotment - NIL.
Tax Implications
Tax on gains as per your income tax bracket
Fund Holdings
SBI Mutual Fund Managers
SP
Saurabh Pant
Fund Manager since Sep 2016
Fund House Details
SBI Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Bank of India Conservative Hybrid Fund |
13.91% |
4 |
Kotak Debt Hybrid |
11.36% |
4.5 |
SBI Conservative Hybrid Fund |
9.92% |
4.5 |
Schemes by SBI Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan IDCW Payout
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan IDCW Reinvestment
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan Gr
Equity . Sectoral / Thematic
SBI Automotive Opportunities Fund Direct Plan Growth
Equity . Sectoral / Thematic
SBI Automotive Opportunities Fund Direct Plan IDCW Payout
About SBI Conservative Hybrid Fund Direct Plan Annual IDCW Reinvestment
SBI Conservative Hybrid Fund Direct Plan Annual IDCW Reinvestment is an actively managed hybrid fund that invests in a diversified portfolio of equity and debt securities. The fund is managed by SBI Mutual Fund. It is a direct plan, i.e. there are no intermediaries. It is an Annual IDCW Reinvestment scheme, which means that dividends are reinvested in the fund annually.
Investment Objective of the Scheme
The investment objective of SBI Conservative Hybrid Fund Direct Plan Annual IDCW Reinvestment is to provide moderate long-term capital appreciation. The fund invests in a variety of equities and some debt, with a focus on maximising capital appreciation.
Key Features of The Fund
5-year return | 11.82% |
Expense Ratio | 0.62% |
Fund Manager | Saurabh Pant |
Fund Size | ₹10076.16 Cr |
Risk Profile | High |
Is This Scheme Right for Me?
SBI Conservative Hybrid Fund Direct Plan Annual IDCW Reinvestment is a good option for investors who are looking for moderate, long-term growth. This is because the fund invests in a mix of equity and some debt securities, which helps to reduce risk. The fund also pays out dividends annually, which can be used to meet regular expenses.
AMC Contact Details
Name | SBI Mutual Fund |
Launch Date | June 1987 |
Addresss | 9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051 |
Contact | 1800 209 3333 1800 425 5425 |
customer.delight@sbimf.com | |
Website | https://www.sbimf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
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FAQs
What is today's NAV of SBI Conservative Hybrid Fund Direct Plan Annual IDCW Reinvestment?
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What are the returns of SBI Conservative Hybrid Fund Direct Plan Annual IDCW Reinvestment since inception?
What is the minimum SIP amount to invest in SBI Conservative Hybrid Fund Direct Plan Annual IDCW Reinvestment?
How do I invest in SBI Conservative Hybrid Fund Direct Plan Annual IDCW Reinvestment?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in SBI Conservative Hybrid Fund Direct Plan Annual IDCW Reinvestment?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in SBI Conservative Hybrid Fund Direct Plan Annual IDCW Reinvestment?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in SBI Conservative Hybrid Fund Direct Plan Annual IDCW Reinvestment?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.