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Mutual Funds

SBI Conservative Hybrid Fund

SB

SBI Conservative Hybrid Fund

Conservative HybridRank #4
4/5

NAV (2026-07-14)

76.3

AUM

₹2,024 Cr

Exp. Ratio: 1.49%

RISK LEVEL

High

Returns & Performance

1 Year4.56%1.85% vs cat avgRank #5
3 Year8.62%0.99% vs cat avgRank #6
5 Year8.66%1.39% vs cat avgRank #4
Since Launch8.36%--

Fund vs Category Average

1Y
4.56%+1.85%
3Y
8.62%+0.99%
5Y
8.66%+1.39%

Pros & Cons

Pros

Outperforms category avg on 1Y returns
Strong 3Y track record vs category
Above category avg 5Y returns
No lock-in period
Top-5 ranked in category for 1Y (#5)
Overall top-10 rank in category (#4)

Cons

No notable cons identified

ISININF200K01859
NAV₹76.3
NAV Date2026-07-14
AUM₹2,024 Cr
Expense Ratio1.49%
RiskHigh
Rating4 / 5
Min SIP Amount₹500
Max SIP Amount₹999999999
Min Additional Inv.₹1000
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1987-06-29

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.

Exit Load--
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsReturns are taxed as per your income tax slab.

Milind Agrawal

B. Tech.- Mechanical Engineering, PGDM - Finance, CFA

Prior to joining SBI Mutual Fund he had worked with Goldman Sachs Services Pvt. Ltd. and Vadilal Enterprises Ltd.

Top Holdings

Holdings data not available for this scheme