3 Year return

10.98%
Launched on January 2013 (11 years)

Investment Details

₹500

Minimum SIP Amount

₹5000

Minimum one time investment

Fund has no lock-in period

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Based on past performance of this fund

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Risk Involved

scale

Your principal will be at

High Risk

Scheme Information

Asset Under Management

₹9642.13 Cr.

Expense Ratio

0.62% (inclusive of GST)

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.

Ratings

ARQ Rating
4.5

Ratings by other agencies

4
5
5

Tax Implications

Withdrawal within 3 years

Tax based on your income tax bracket

Withdrawal after 3 years

20% tax after indexation (adjusting for inflation)

Fund Holdings

Holdings

SBI Mutual Fund Managers

SP

Saurabh Pant

Fund Manager since Sep 2016

Fund House Details

SBI Mutual Fund

SBI Mutual Fund Asset management company

AUM ₹915,901.53 Cr.
No. of Schemes 210
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by SBI Mutual Fund

List of mutual fund schemes by AMC

Funds 3 Years Returns
scheme logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

SBI Balanced Advantage Fund Direct Plan Growth

0%
scheme logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

SBI Balanced Advantage Fund Direct Plan IDCW Payout

0%

About SBI Conservative Hybrid Fund Direct Plan Growth

SBI Conservative Hybrid Fund Direct Plan Growth is an open-ended fund from SBI Mutual Fund. SBI Conservative Hybrid Fund belongs to the category of conservative funds. The fund primarily invests in debt and money market instruments and secondarily in equity and equity-related securities. It has a low expense ratio. Lower associated costs mean better returns in the long run.

Investment Objective of the Scheme

The fund aims to generate consistent returns from investing in debt and FD-like instruments and capital appreciation from allocating a portion of the fund into equities. The fund tracks the Nifty 50 Hybrid Composite Debt benchmark and targets to surpass the returns generated by it.

Key Features of The Fund

5-year return 10.87%
Expense Ratio 0.62%
Fund Manager Saurabh Pant
Fund Size ₹9642.13 Cr
Risk Profile High

Is This Scheme Right for Me?

A conservative hybrid fund is suitable for investors who have a conservative approach to equity investment. These investors want exposure to equity investment but with a balanced approach. If your aim is to generate long-term capital investment, you may consider investing in the SBI Conservative Hybrid Fund Direct. You must make sure that the fund fits your risk profile and overall investment goals.

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 33331800 425 5425
Email 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.

FAQs

What is today's NAV of SBI Conservative Hybrid Fund Direct Plan Growth?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of SBI Conservative Hybrid Fund Direct Plan Growth Apr 19 2024 is 70.1749

What is the AUM of SBI Conservative Hybrid Fund Direct Plan Growth?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of SBI Conservative Hybrid Fund Direct Plan Growth is 9642.13 crore.

What is the expense ratio of SBI Conservative Hybrid Fund Direct Plan Growth?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of SBI Conservative Hybrid Fund Direct Plan Growth is 0.62%

What are the returns of SBI Conservative Hybrid Fund Direct Plan Growth since inception?

The SBI Conservative Hybrid Fund Direct Plan Growth was launched on Jan 01 2013. The fund has delivered a CAGR of 10.03 since inception.

What is the minimum SIP amount to invest in SBI Conservative Hybrid Fund Direct Plan Growth?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for SBI Conservative Hybrid Fund Direct Plan Growth is 500.

How do I invest in SBI Conservative Hybrid Fund Direct Plan Growth?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. 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.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. 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 Growth?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in SBI Conservative Hybrid Fund Direct Plan Growth?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. 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 Growth?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.