3 Year return
10.87%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
High Risk
Asset Under Management
₹10006.83 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 |
13.76% |
4 |
Kotak Debt Hybrid |
11.5% |
4.5 |
HDFC Hybrid Debt Fund |
10.75% |
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 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 | 12.23% |
Expense Ratio | 0.62% |
Fund Manager | Saurabh Pant |
Fund Size | ₹10006.83 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 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?
What is the AUM of SBI Conservative Hybrid Fund?
What is the expense ratio of SBI Conservative Hybrid Fund?
What are the returns of SBI Conservative Hybrid Fund since inception?
What is the minimum SIP amount to invest in SBI Conservative Hybrid Fund?
How do I invest in SBI Conservative Hybrid Fund?
- 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?
- 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?
- 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?
- 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.