HYBRID•CONSERVATIVE HYBRID FUND
SBI Conservative Hybrid Fund
3 Year return
8.85%
NAV on August 25, 2026
84.297
1D Returns
-0.05%
Launched on January 2013(13 years)
Investment Details
₹500
Minimum SIP Amount
₹5000
Minimum one time investment
Fund has no lock-in period
Calculate Returns
Based on past performance of this fund
₹
Your Investment₹3,600
Gain
14.89%₹536
Total Value ₹4,136
Risk Involved
Your principal will be at
Very High Risk
Scheme Information
Asset Under Management
₹10,209.9 Cr.
Expense Ratio
0.98% (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.
Ratings
4.5
Ratings by other agencies
Value Research
4
Crisil
5
Morning Star
5
Tax Implications
Tax on gains as per your income tax bracket
SBI Mutual Fund Manager
MS
Mansi Sajeja
Fund Manager since Jul 2021
MA
Milind Agrawal
Fund Manager since Jan 2026
MJ
Mohit Jain
Fund Manager since Nov 2017
SP
Saurabh Pant
Fund Manager since Sep 2016
Fund House Details
SBI Mutual Fund
Asset management company
AUM
₹12,81,380.68 Cr.
No. of Schemes
273
Setup Date
June 1987
Peer Comparison
Comparison with other similar funds
| Funds | 3 Y Returns | ARQ Rating |
|---|---|---|
| Bank of India Conservative Hybrid Fund | 7.2366% | 4 |
| Parag Parikh Conservative Hybrid Fund | 10.5185% | 0 |
| Kotak Debt Hybrid Fund | 9.2428% | 4.5 |
Schemes by SBI Mutual Fund
List of mutual fund schemes by AMC
Funds
3 Years Returns
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
9.2062%
Expense Ratio
0.98%
Fund Manager
Mansi Sajeja
Fund Size
₹10209.9 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 |
| Address | 9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051 |
| Contact | 1800 209 33331800 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?
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 on August 25, 2026, is ₹84.297
What is the AUM of SBI Conservative Hybrid Fund?
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, is ₹10209.9 crore.
What is the expense ratio of SBI Conservative Hybrid Fund?
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 is 0.98%
What are the returns of SBI Conservative Hybrid Fund since inception?
The SBI Conservative Hybrid Fund was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
What is the minimum SIP amount to invest in SBI Conservative Hybrid Fund?
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 is ₹500.
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.
ENTER AMOUNT
₹
₹4,136 in 3Y at 8.846% returns
SIP Date1st of every month
Your next SIP Payment will be on 25 September 2026
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