SBI Conservative Hybrid Fund
Conservative HybridModerately HighOPEN-ENDED
- NAV as on 24 Sep 2026
- ₹76.29-0.52%1 day
- Return since launch
- 8.3%
- 52-week range
- ₹72.60 — ₹77.13
- AUM
- ₹10,226 Cr
SBI Conservative Hybrid Fund is a Conservative Hybrid hybrid fund from SBI Mutual Fund with ₹10,226 Cr under management, launched in 2001. Over three years it has returned 6.0% a year, against 7.0% for its category. The expense ratio is 1.48% and the SEBI riskometer reading is Moderately High.
Performance
SBI Conservative Hybrid Fund NAV and returns
Growth of the fund against its category average over the period you pick.
Over 1Y this fund returned +4.4% against +1.4% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 3.9% | +1.5 pts | 2.4% | 0.7% |
| 2Y | 4.9% | +1.7 pts | 3.1% | 2.6% |
| 3Y | 6.0% | −1.0 pts | 7.0% | 4.5% |
| 5Y | 7.7% | +1.1 pts | 6.6% | 6.2% |
| 7Y | 8.7% | +1.6 pts | 7.1% | 6.8% |
| 10Y | 8.6% | +1.8 pts | 6.8% | 7.0% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | -0.7% | +0.4 pts | -1.0% | -1.1% |
| 3M | 0.1% | +0.2 pts | -0.1% | -0.2% |
| 6M | 4.1% | +1.4 pts | 2.7% | 2.7% |
| 1Y | 4.4% | +2.0 pts | 2.4% | 1.4% |
| 2Y | 4.2% | +1.1 pts | 3.1% | 3.0% |
| 3Y | 7.7% | +0.7 pts | 7.0% | 7.0% |
| 5Y | 8.0% | +1.4 pts | 6.6% | 6.2% |
| 7Y | 9.5% | +1.8 pts | 7.7% | 7.4% |
| 10Y | 8.1% | +1.3 pts | 6.8% | 6.8% |
Since launch (22 Feb 2001): 8.3%
Calendar-year returns
Category average13.5%
14.1%
4.5%
12.2%
11.0%
6.7%
Show as a table
| Period | Fund | vs category | Category |
|---|---|---|---|
| 2025 | 6.7% | −0.3 pts | 7.0% |
| 2024 | 11.0% | 0.0 pts | 11.0% |
| 2023 | 12.2% | +0.1 pts | 12.1% |
| 2022 | 4.5% | −0.6 pts | 5.1% |
| 2021 | 14.1% | +2.8 pts | 11.2% |
| 2020 | 13.5% | +3.0 pts | 10.5% |
Returns over one year are annualised. Shorter periods are absolute.
Costs & terms
Costs and terms
What the fund charges each year, and the rules around putting money in and taking it out.
Costs
1.49%
Expense ratio as on 22 Sep 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 1.23%
- Brokerage
- 0.01%
- Transaction charges
- 0.00%
- Statutory levies
- 0.25%
- Exit load
- For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year
- Lock-in
- None
Terms
- Min SIP
- ₹3,000
- Min lumpsum
- ₹5,000
- Plan
- GROWTH
- Fund type
- OPEN-ENDED
- Benchmark
- NIFTY 50 Hybrid Composite Debt 15:85 Conservative
Risk
Risk
What the riskometer means for this fund, and how its ratios sit against the category.
Moderately High
Your principal is treated as being at moderately high risk — typically balanced hybrid and index-led equity schemes.
| Ratio | Fund | Category avg | Read as |
|---|---|---|---|
| Alpha | — | — | Return earned above what the benchmark alone would have given. Higher is better. |
| Beta | — | 0.86 | How hard the fund moves when the market moves. Under 1 is steadier than the market. |
| Sharpe | 0.58 | 0.72 | Return earned for each unit of total risk taken. Higher is better. |
| Sortino | 0.76 | 1.03 | Return earned for each unit of downside risk. Higher is better. |
| Std. deviation | 4.05 | 4.32 | How widely monthly returns have varied around their own average. Lower is steadier. |
| Average of 5 category peers | |||
Portfolio
SBI Conservative Hybrid Fund portfolio
Portfolio as of 31 Aug 2026
Asset allocation
- Equity24.4%
- Debt70.1%
- Other5.5%
Market cap split
- Large37.4%
- Mid11.7%
- Small50.9%
- P/E
- 28.05
- P/B
- 2.71
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| Others | Others | 5.84% | ₹598 Cr | +0.90% | +0.87% | +0.87% |
| National Bank For Agriculture & Rural Development | Financial | 4.83% | ₹494 Cr | +1.44% | +3.06% | +3.12% |
| Bharti Telecom Ltd. | Communication | 3.26% | ₹334 Cr | +3.09% | +3.14% | +3.20% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | 3.14% | ₹321 Cr | +4.11% | +4.12% | +4.14% |
| Adani Power Ltd. | Energy | 2.92% | ₹298 Cr | +3.03% | +3.03% | — |
| JTPM Metal Traders Ltd. | Metals & Mining | 2.90% | ₹296 Cr | +2.68% | +2.64% | — |
| Muthoot Finance Ltd. | Financial | 2.88% | ₹295 Cr | +4.57% | +2.34% | +2.37% |
| LIC Housing Finance Ltd. | Financial | 2.69% | ₹275 Cr | +4.57% | +4.58% | +4.68% |
| REC Ltd. | Financial | 2.65% | ₹271 Cr | — | — | — |
| Torrent Power Ltd. | Energy | 2.45% | ₹250 Cr | — | +2.10% | +2.14% |
| Sundaram Finance Ltd. | Financial | 2.44% | ₹249 Cr | — | — | — |
| Tata Power Company Ltd. | Energy | 2.41% | ₹247 Cr | — | — | — |
| JSW Kalinga Steel Ltd. | Metals & Mining | 2.28% | ₹233 Cr | +2.67% | — | — |
| Aditya Birla Renewables Ltd. | Energy | 2.20% | ₹225 Cr | +3.06% | +3.06% | +3.11% |
| Godrej Industries Ltd. | Consumer Staples | 1.98% | ₹203 Cr | +0.92% | +0.92% | +0.94% |
| GMR Airports Ltd. | Construction | 1.82% | ₹187 Cr | +1.87% | +1.86% | +1.79% |
| Kingfa Science & Technology (India) Ltd. | Chemicals | 1.72% | ₹175 Cr | +2.00% | +1.57% | — |
| Motilal Oswal Finevest Ltd. | Financial | 1.67% | ₹171 Cr | +1.73% | +1.74% | — |
| Biocon Ltd. | Healthcare | 1.53% | ₹157 Cr | +1.66% | +1.50% | +1.08% |
| Asian Paints Ltd. | Materials | 1.45% | ₹149 Cr | +1.85% | +1.79% | +1.91% |
| Bajaj Housing Finance Ltd. | Financial | 1.45% | ₹148 Cr | — | +0.51% | +0.53% |
| ICICI Bank Ltd. | Financial | 1.31% | ₹134 Cr | — | — | +1.31% |
| Bajaj Finserv Ltd. | Financial | 1.28% | ₹131 Cr | +1.18% | +1.31% | — |
| Axis Bank Ltd. | Financial | 1.28% | ₹131 Cr | +1.33% | +1.42% | +1.08% |
| Siddhivinayak Securitisation Trust | Others | 1.19% | ₹122 Cr | +1.24% | +1.27% | — |
| Shivshakti Securitisation Trust | Others | 1.19% | ₹121 Cr | +1.24% | +1.27% | — |
| Reliance Industries Ltd. | Energy | 1.15% | ₹117 Cr | +1.24% | +1.30% | +2.15% |
| Mahanagar Telephone Nigam Ltd. | Communication | 1.06% | ₹109 Cr | +1.20% | +1.24% | +1.24% |
| Tata Projects Ltd. | Construction | 1.02% | ₹104 Cr | +1.27% | +1.27% | +1.14% |
| Tamilnadu State | Others | 1.00% | ₹102 Cr | +2.94% | — | — |
| GOI | Sovereign | 0.98% | ₹99.91 Cr | +0.76% | +1.00% | +1.52% |
| Small Industries Devp. Bank of India Ltd. | Financial | 0.97% | ₹99.61 Cr | +0.96% | +2.03% | +0.52% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | 0.97% | ₹99.61 Cr | +1.03% | — | — |
| Summit Digitel Infrastructure Pvt. Ltd. | Communication | 0.97% | ₹99.17 Cr | +1.01% | +1.02% | +1.04% |
| HDB Financial Services Ltd. | Financial | 0.96% | ₹98.45 Cr | — | — | — |
| Jamnagar Utilities and Power Pvt. Ltd. | Capital Goods | 0.95% | ₹97.48 Cr | +0.99% | +1.01% | +1.02% |
| Grindwell Norton Ltd. | Metals & Mining | 0.95% | ₹97.43 Cr | +0.90% | +0.81% | +0.77% |
| Hatsun Agro Product Ltd. | Consumer Staples | 0.89% | ₹91.46 Cr | +0.70% | +0.69% | +0.40% |
| HDFC Life Insurance Co Ltd. | Insurance | 0.88% | ₹89.65 Cr | +1.00% | +1.20% | +1.30% |
| Gland Pharma Ltd. | Healthcare | 0.87% | ₹88.88 Cr | +0.73% | +0.59% | +0.61% |
| HDFC Bank Ltd. | Financial | 0.76% | ₹77.99 Cr | +0.84% | — | — |
| Bajaj Finance Ltd. | Financial | 0.73% | ₹74.94 Cr | +2.54% | +2.56% | +0.93% |
| Cipla Ltd. | Healthcare | 0.65% | ₹66.23 Cr | — | — | — |
| Eris Lifesciences Ltd. | Healthcare | 0.64% | ₹65.66 Cr | — | — | — |
| Max Financial Services Ltd. | Financial | 0.62% | ₹62.92 Cr | +0.68% | +0.73% | +0.65% |
| Punjab National Bank | Financial | 0.61% | ₹62.07 Cr | +0.97% | +1.12% | +1.90% |
| Wonderla Holidays Ltd. | Services | 0.59% | ₹60.46 Cr | +0.47% | +0.47% | — |
| Carborundum Universal Ltd. | Metals & Mining | 0.51% | ₹52.01 Cr | +0.49% | +0.39% | +0.44% |
| IndiGrid Infrastructure Trust | Capital Goods | 0.49% | ₹50.27 Cr | +0.51% | +0.52% | +0.53% |
| Kotak Mahindra Prime Ltd. | Financial | 0.49% | ₹50.02 Cr | — | — | — |
| IDFC First Bank Ltd. | Financial | 0.49% | ₹50.00 Cr | +0.51% | — | — |
| Reserve Bank of India | Financial | 0.48% | ₹49.38 Cr | +0.51% | — | — |
| Godrej Seeds & Genetics Ltd. | Consumer Staples | 0.48% | ₹49.33 Cr | +0.50% | +0.50% | +0.51% |
| Tata Capital Housing Finance Ltd. | Financial | 0.48% | ₹48.75 Cr | — | — | — |
| Canara Bank | Financial | 0.47% | ₹48.29 Cr | +0.97% | — | — |
| GR Infraprojects Ltd. | Construction | 0.47% | ₹48.19 Cr | +0.51% | +0.53% | +0.70% |
| VST Industries Ltd. | Consumer Staples | 0.46% | ₹46.79 Cr | +0.58% | +0.64% | — |
| Shree Cement Ltd. | Materials | 0.45% | ₹46.40 Cr | +0.52% | +0.53% | +0.60% |
| Jubilant FoodWorks Ltd. | Services | 0.40% | ₹41.17 Cr | +0.36% | +0.44% | +0.53% |
| Graphite India Ltd. | Capital Goods | 0.38% | ₹39.34 Cr | +0.86% | +0.84% | +0.61% |
| Finolex Industries Ltd. | Materials | 0.38% | ₹39.05 Cr | +0.47% | +0.46% | +0.54% |
| Andhra Paper Ltd. | Consumer Staples | 0.38% | ₹38.84 Cr | +0.32% | +0.12% | — |
| Avanti Feeds Ltd. | Consumer Staples | 0.38% | ₹38.76 Cr | +0.91% | +0.96% | +0.49% |
| Deepak Nitrite Ltd. | Chemicals | 0.38% | ₹38.49 Cr | — | — | — |
| PNC Infratech Ltd. | Construction | 0.37% | ₹37.63 Cr | +0.22% | +0.22% | +0.20% |
| Godrej Consumer Products Ltd. | Consumer Staples | 0.35% | ₹35.87 Cr | +0.42% | +0.49% | +0.51% |
| West Coast Paper Mills Ltd. | Consumer Staples | 0.35% | ₹35.54 Cr | — | — | — |
| Aptus Value Housing Finance India Ltd. | Financial | 0.33% | ₹34.12 Cr | +0.36% | +0.34% | +0.45% |
| DOMS Industries Ltd. | Consumer Staples | 0.32% | ₹33.21 Cr | — | — | — |
| Union Bank of India | Financial | 0.29% | ₹30.07 Cr | +0.96% | +0.31% | +0.31% |
| Paradeep Phosphates Ltd. | Chemicals | 0.28% | ₹28.80 Cr | — | — | — |
| Bosch Home Comfort India Ltd. | Consumer Discretionary | 0.26% | ₹26.85 Cr | — | — | — |
| Aether Industries Ltd. | Chemicals | 0.26% | ₹26.22 Cr | +0.98% | +1.00% | +0.77% |
| PI Industries Ltd. | Chemicals | 0.25% | ₹26.07 Cr | — | — | — |
| Bank Of Baroda | Financial | 0.24% | ₹24.16 Cr | +0.49% | — | — |
| Sundram Fasteners Ltd. | Capital Goods | 0.24% | ₹24.08 Cr | +0.18% | +0.18% | +0.21% |
| Styrenix Performance Materials Ltd. | Chemicals | 0.22% | ₹22.02 Cr | +0.26% | — | — |
| Afcons Infrastructure Ltd. | Construction | 0.21% | ₹21.56 Cr | +0.26% | +0.22% | — |
| Sheela Foam Ltd. | Consumer Discretionary | 0.20% | ₹20.43 Cr | +0.20% | +0.18% | +0.23% |
| Garware Technical Fibres Ltd. | Textiles | 0.17% | ₹16.95 Cr | +0.14% | +0.14% | +0.17% |
| Ganesha Ecosphere Ltd. | Textiles | 0.16% | ₹16.33 Cr | +0.15% | +0.23% | — |
| Kansai Nerolac Paints Ltd. | Materials | 0.14% | ₹14.60 Cr | +0.22% | — | — |
| Computer Age Management Services Ltd. | Services | 0.11% | ₹11.42 Cr | — | — | — |
| Rajasthan State | Others | 0.03% | ₹3.12 Cr | +0.03% | +0.03% | +0.03% |
| Nuvoco Vistas Corporation Ltd. | Materials | 0.02% | ₹1.54 Cr | +0.23% | +0.22% | +0.35% |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| Tamilnadu State | 2.36% | 1.00% | -1.36% |
| Cipla Ltd. | 0.00% | 0.65% | +0.65% |
| Eris Lifesciences Ltd. | 0.00% | 0.64% | +0.64% |
| Sundaram Finance Ltd. | 2.94% | 2.44% | -0.50% |
| Mahanagar Telephone Nigam Ltd. | 0.59% | 0.10% | -0.49% |
| Reserve Bank of India | 0.00% | 0.48% | +0.48% |
| Deepak Nitrite Ltd. | 0.00% | 0.38% | +0.38% |
| Graphite India Ltd. | 0.75% | 0.38% | -0.37% |
| West Coast Paper Mills Ltd. | 0.00% | 0.35% | +0.35% |
| DOMS Industries Ltd. | 0.00% | 0.32% | +0.32% |
| Paradeep Phosphates Ltd. | 0.00% | 0.28% | +0.28% |
| Electronics Mart India Ltd. | 0.25% | 0.00% | -0.25% |
| GOI | 0.74% | 0.98% | +0.24% |
| Hatsun Agro Product Ltd. | 0.66% | 0.89% | +0.23% |
| Nuvoco Vistas Corporation Ltd. | 0.22% | 0.02% | -0.20% |
| Gland Pharma Ltd. | 0.78% | 0.87% | +0.09% |
| PNC Infratech Ltd. | 0.28% | 0.37% | +0.09% |
| Aether Industries Ltd. | 0.34% | 0.26% | -0.08% |
| Godrej Consumer Products Ltd. | 0.42% | 0.35% | -0.07% |
| Axis Bank Ltd. | 1.22% | 1.28% | +0.06% |
| Wonderla Holidays Ltd. | 0.53% | 0.59% | +0.06% |
| Asian Paints Ltd. | 1.51% | 1.45% | -0.06% |
| Shree Cement Ltd. | 0.51% | 0.45% | -0.06% |
| Kingfa Science & Technology (India) Ltd. | 1.77% | 1.72% | -0.05% |
| Styrenix Performance Materials Ltd. | 0.27% | 0.22% | -0.05% |
| Small Industries Devp. Bank of India Ltd. | 0.92% | 0.97% | +0.05% |
| Bosch Home Comfort India Ltd. | 0.21% | 0.26% | +0.05% |
| Biocon Ltd. | 1.58% | 1.53% | -0.05% |
| HDFC Bank Ltd. | 0.81% | 0.76% | -0.05% |
| Grindwell Norton Ltd. | 1.00% | 0.95% | -0.05% |
| Sundram Fasteners Ltd. | 0.19% | 0.24% | +0.05% |
| PI Industries Ltd. | 0.30% | 0.25% | -0.05% |
| Jubilant FoodWorks Ltd. | 0.36% | 0.40% | +0.04% |
| Sheela Foam Ltd. | 0.24% | 0.20% | -0.04% |
| Tata Power Company Ltd. | 2.45% | 2.41% | -0.04% |
| REC Ltd. | 2.20% | 2.17% | -0.03% |
| Reliance Industries Ltd. | 1.18% | 1.15% | -0.03% |
| Avanti Feeds Ltd. | 0.41% | 0.38% | -0.03% |
| Ganesha Ecosphere Ltd. | 0.19% | 0.16% | -0.03% |
| National Bank For Agriculture & Rural Development | 3.16% | 3.13% | -0.03% |
| Max Financial Services Ltd. | 0.59% | 0.62% | +0.03% |
| VST Industries Ltd. | 0.48% | 0.46% | -0.02% |
| Torrent Power Ltd. | 2.47% | 2.45% | -0.02% |
| Bajaj Housing Finance Ltd. | 1.47% | 1.45% | -0.02% |
| Carborundum Universal Ltd. | 0.49% | 0.51% | +0.02% |
| ICICI Bank Ltd. | 1.29% | 1.31% | +0.02% |
| Jamnagar Utilities and Power Pvt. Ltd. | 0.97% | 0.95% | -0.02% |
| Aptus Value Housing Finance India Ltd. | 0.35% | 0.33% | -0.02% |
| Garware Technical Fibres Ltd. | 0.15% | 0.17% | +0.02% |
| HDFC Life Insurance Co Ltd. | 0.89% | 0.88% | -0.01% |
| Shivshakti Securitisation Trust | 1.20% | 1.19% | -0.01% |
| Afcons Infrastructure Ltd. | 0.20% | 0.21% | +0.01% |
| Cholamandalam Investment and Finance Company Ltd. | 1.98% | 1.97% | -0.01% |
| Motilal Oswal Finevest Ltd. | 1.68% | 1.67% | -0.01% |
| Summit Digitel Infrastructure Pvt. Ltd. | 0.98% | 0.97% | -0.01% |
| JTPM Metal Traders Ltd. | 2.89% | 2.90% | +0.01% |
| GR Infraprojects Ltd. | 0.48% | 0.47% | -0.01% |
| Finolex Industries Ltd. | 0.39% | 0.38% | -0.01% |
| HDB Financial Services Ltd. | 0.97% | 0.96% | -0.01% |
| Kansai Nerolac Paints Ltd. | 0.15% | 0.14% | -0.01% |
| JSW Kalinga Steel Ltd. | 2.27% | 2.28% | +0.01% |
| Aditya Birla Renewables Ltd. | 2.21% | 2.20% | -0.01% |
| Godrej Industries Ltd. | 0.31% | 0.30% | -0.01% |
| Union Bank of India | 0.30% | 0.29% | -0.01% |
| Siddhivinayak Securitisation Trust | 1.20% | 1.19% | -0.01% |
| Bajaj Finserv Ltd. | 1.29% | 1.28% | -0.01% |
| Others | 0.29% | 0.29% | 0.00% |
| GMR Airports Ltd. | 1.82% | 1.82% | 0.00% |
| Bharti Telecom Ltd. | 1.49% | 1.49% | 0.00% |
| Punjab National Bank | 0.46% | 0.46% | 0.00% |
| Muthoot Finance Ltd. | 1.46% | 1.46% | 0.00% |
| Bank Of Baroda | 0.24% | 0.24% | 0.00% |
| Mahindra & Mahindra Financial Services Ltd. | 0.49% | 0.49% | 0.00% |
| Tata Capital Housing Finance Ltd. | 0.48% | 0.48% | 0.00% |
| Adani Power Ltd. | 2.92% | 2.92% | 0.00% |
| LIC Housing Finance Ltd. | 2.20% | 2.20% | 0.00% |
| Bajaj Finance Ltd. | 0.73% | 0.73% | 0.00% |
| Godrej Seeds & Genetics Ltd. | 0.48% | 0.48% | 0.00% |
| Canara Bank | 0.47% | 0.47% | 0.00% |
| Computer Age Management Services Ltd. | 0.11% | 0.11% | 0.00% |
| Tata Projects Ltd. | 1.02% | 1.02% | 0.00% |
| IndiGrid Infrastructure Trust | 0.49% | 0.49% | 0.00% |
| Kotak Mahindra Prime Ltd. | 0.49% | 0.49% | 0.00% |
| IDFC First Bank Ltd. | 0.49% | 0.49% | 0.00% |
| Rajasthan State | 0.03% | 0.03% | 0.00% |
| Andhra Paper Ltd. | 0.38% | 0.38% | 0.00% |
Compare
Similar funds
The rest of the category, so this fund’s numbers have something to sit against.
| Fund | AUM | Expense | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Category average | ₹1,433 Cr | 1.34% | 2.7% | 5.8% | 7.6% |
 Parag Parikh Conservative Hybrid Fund | ₹3,481 Cr | 0.67% | 3.6% | 6.4% | 8.5% |
 ICICI Prudential Conservative Hybrid Fund | ₹3,329 Cr | 1.73% | 1.5% | 5.5% | 7.3% |
 DSP Conservative Hybrid Fund | ₹178 Cr | 1.25% | 2.0% | 5.3% | 7.0% |
 HSBC Conservative Hybrid Fund | ₹156 Cr | 2.18% | 2.1% | 5.0% | 6.9% |
 Aditya Birla Sun Life Conservative Hybrid Active FoF | ₹18.08 Cr | 0.89% | 4.3% | 6.4% | 8.5% |
About
About this fund
The scheme’s own words, its benchmark and the people running it.
Investment objective
The scheme seeks to provide the investors an opportunity to invest primarily in Debt and Money market instruments and secondarily in equity and equity related instruments.
Fund managers
- Mansi SajejaMs. Sajeja is a CFA and has done Post Graduate Diploma in Business Management.Prior to joining SBIFMPL, she was Rating Analyst at ICRA Limited.
- Saurabh PantMr. Pant is a B.Com (H), MBE and CFA (Level III).He has been associated with SBI Mutual Fund since 2007.
Tools
Return calculator
What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.
₹
| Over the past | Total investment | Would’ve become | Growth | Returns |
|---|---|---|---|---|
| 6 months4.07% absolute | ₹60,000 | ₹62,442 | 4.07% | |
| 1 year4.39% annualised | ₹1,20,000 | ₹1,22,892 | 2.41% | |
| 3 years7.74% annualised | ₹3,60,000 | ₹4,06,375 | 12.88% | |
| 5 years7.97% annualised | ₹6,00,000 | ₹7,39,071 | 23.18% |
Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.
How this is calculated
Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.
The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.
Questions
Frequently asked questions
The things people ask about this scheme.
What is the NAV of SBI Conservative Hybrid Fund?
The NAV of SBI Conservative Hybrid Fund is ₹76.29 as on 24 Sep 2026.
What is the expense ratio of SBI Conservative Hybrid Fund?
The expense ratio of SBI Conservative Hybrid Fund is 1.48% per year.
What is the minimum SIP amount for SBI Conservative Hybrid Fund?
You can start a SIP in SBI Conservative Hybrid Fund with ₹3,000 a month.
What returns has SBI Conservative Hybrid Fund given?
SBI Conservative Hybrid Fund has returned 3.9% over 1 year, 6.0% over 3 years and 7.7% over 5 years (annualised).
Is there a lock-in or exit load on SBI Conservative Hybrid Fund?
Lock-in: None. Exit load: For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
How risky is SBI Conservative Hybrid Fund?
SBI Conservative Hybrid Fund is rated Moderately High on the SEBI riskometer and belongs to the Conservative Hybrid category.
Which fund house manages SBI Conservative Hybrid Fund?
SBI Conservative Hybrid Fund is managed by SBI Mutual Fund, which runs 80 schemes with ₹12,81,381 Cr under management.