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HYBRID•CONSERVATIVE HYBRID FUND

SBI Conservative Hybrid Fund Direct Plan Monthly IDCW Reinvestment

3 Year return

8.73%
NAV on December 12, 2025
28.5161
1D Returns
+0.04%
Launched on January 2013(12 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
14.67%₹528
Total Value ₹4,128

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 Jul 2021

MA

Milind Agrawal

Fund Manager since Aug 2025

MJ

Mohit Jain

Fund Manager since Nov 2017

SP

Saurabh Pant

Fund Manager since Jan 2022

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
Bank of India Conservative Hybrid Fund7.8068%
4
Kotak Debt Hybrid10.9669%
4.5
Aditya Birla Sun Life Regular Savings Fund / Payment9.7895%
4.5

Schemes by SBI Mutual Fund

List of mutual fund schemes by AMC

About SBI Conservative Hybrid Fund Direct Plan Monthly IDCW Reinvestment

SBI Conservative Hybrid Fund Direct Plan Monthly IDCW Reinvestment is an actively managed hybrid fund that invests in a diversified portfolio of stocks as well as some debt. The fund is managed by SBI Mutual Fund. It is a direct plan, i.e. there are no intermediaries. It is a Monthly IDCW Reinvestment scheme, which means that dividends are reinvested in the fund monthly.

Investment Objective of the Scheme

The investment objective of SBI Conservative Hybrid Fund Direct Plan Monthly IDCW Reinvestment is to provide moderate long-term capital appreciation. The fund invests in a mix of equity and debt securities.

Key Features of The Fund

5-year return
9.538%
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 Reinvestment is a good option for investors who are looking for moderate long-term growth. This is because the fund invests in equity and some debt securities as well, which helps to reduce risk.

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.

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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 null on December 12, 2025, is ₹28.5161
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 null, 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 null is 1.05%
The null 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 null is ₹undefined.
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ENTER AMOUNT

₹
₹4,128 in 3Y at 8.7268% returns
SIP Date1st of every month

Your next SIP Payment will be on 14 January 2026

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