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HYBRID•CONSERVATIVE HYBRID FUND

SBI Conservative Hybrid Fund Direct Plan Quarterly IDCW Reinvestment

3 Year return

10.50%
NAV on January 02, 2026
24.8966
1D Returns
+0.03%
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
17.97%₹647
Total Value ₹4,247

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
4

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 2025

MJ

Mohit Jain

Fund Manager since Sep 2020

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
Bank of India Conservative Hybrid Fund8.0854%
4
Kotak Debt Hybrid11.4983%
4.5
HDFC Hybrid Debt Fund10.5043%
5

Schemes by SBI Mutual Fund

List of mutual fund schemes by AMC

Key Features of The Fund

5-year return
10.1492%
Expense Ratio
1.05%
Fund Manager
Mansi Sajeja
Fund Size
₹9977.35 Cr.
Risk Profile
High

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.

Start Investing Early with SIPs

SIPs make mutual fund investing accessible. With a small, fixed amount, you can begin your investment journey and benefit from the power of compounding over time. Use Angel One's SIP calculator to determine a comfortable investment amount to reach your financial goals.

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 Quarterly IDCW Reinvestment on January 02, 2026, is ₹24.8966
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 Quarterly IDCW Reinvestment, 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 Quarterly IDCW Reinvestment is 1.05%
The SBI Conservative Hybrid Fund Direct Plan Quarterly IDCW Reinvestment 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 Quarterly IDCW Reinvestment 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

₹
₹4,247 in 3Y at 10.5015% returns
SIP Date1st of every month

Your next SIP Payment will be on 2 February 2026

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