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HYBRID•CONSERVATIVE HYBRID FUND

SBI Conservative Hybrid Fund Direct Plan Monthly IDCW Payout

3 Year return

8.82%
NAV on January 05, 2026
28.5205
1D Returns
+0.04%
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
14.83%₹534
Total Value ₹4,134

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹9,977.35 Cr.
Expense Ratio
1.05% (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

ARQ Rating
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 Dec 2023

MA

Milind Agrawal

Fund Manager since Aug 2019

MJ

Mohit Jain

Fund Manager since May 2025

SP

Saurabh Pant

Fund Manager since Apr 2024

Fund House Details

SBI Mutual Fund

SBI Mutual Fund

Asset management company

AUM
₹12,07,585.39 Cr.
No. of Schemes
252
Setup Date
June 1987

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Kotak Debt Hybrid11.5197%
4.5
Bank of India Conservative Hybrid Fund8.1214%
4
HDFC Hybrid Debt Fund10.5212%
5

Schemes by SBI Mutual Fund

List of mutual fund schemes by AMC

About SBI Conservative Hybrid Fund Direct Plan Monthly IDCW Payout

SBI Conservative Hybrid Fund Direct Plan Monthly IDCW Payout is a mutual fund investment scheme from SBI Mutual Fund. The fund invests in a mix of equity and debt securities. The fund aims to generate income for its investors by investing in a mix of equity and debt securities. The fund also aims to preserve capital by investing in a mix of safe and liquid debt securities.

Investment Objectives of the Scheme

The fund aims to generate income for its investors by investing in a mix of equity and debt securities. The equity portion of the fund will provide the potential for capital appreciation, while the debt portion of the fund will provide a steady stream of income. The fund also aims to preserve capital by investing in a mix of safe and liquid debt securities. This means that the fund is less likely to lose money, even if the stock market takes a downturn.

Key Features of The Fund

5-year return
9.1617%
Expense Ratio
1.05%
Fund Manager
Mansi Sajeja
Fund Size
₹9977.35 Cr.
Risk Profile
High

Is This Scheme Right for Me?

SBI Conservative Hybrid Fund Direct Plan Monthly IDCW Payout is a good option for investors who are looking for a hybrid mutual fund that can generate income for them and preserve their capital.

AMC Contact Details

NameSBI Mutual Fund
Launch DateJune 1987
Address9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051
Contact1800 209 33331800 425 5425
Emailcustomer.delight@sbimf.com
Websitehttps://www.sbimf.com/
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Reach Your Goals Faster with SIP

Many investors choose Systematic Investment Plans (SIPs) to invest in mutual funds. SIPs allow for disciplined investing by setting up a fixed amount to be invested regularly. This approach helps average out the cost per unit over time and reduces the impact of market volatility. To plan your SIP investment and estimate potential returns, try Angel One's free SIP investment calculator.

FAQs

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 Monthly IDCW Payout on January 05, 2026, is ₹28.5205
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 Monthly IDCW Payout, is ₹9977.35 crore.
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 Monthly IDCW Payout is 1.05%
The SBI Conservative Hybrid Fund Direct Plan Monthly IDCW Payout was launched on January 01, 2013. The fund has delivered a CAGR of undefined since inception.
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 Monthly IDCW Payout is ₹500.
  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.
  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.
  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.
  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.

ENTER AMOUNT

₹
₹4,134 in 3Y at 8.8181% returns
SIP Date1st of every month

Your next SIP Payment will be on 5 February 2026

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