SBI Conservative Hybrid Fund Regular Growth
- Conservative Allocation
- Hybrid
- High Risk
Rating:
4
Key Metrics
Aum
₹10,144.75 Cr
Expense Ratio
1.46%
Exit Load
1.00%
Min. Investment
₹5,000.00
Min. SIP
₹500.00
Launch Date
9 Apr 2001
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +1.09% | -- |
| 3 Months | +2.43% | -- |
| 6 Months | +3.48% | -- |
| 1 Year | +4.69% | +4.69% |
| 2 Years | -- | +5.7% |
| 3 Years | +28.78% | +8.8% |
| 5 Years | +51.9% | +8.72% |
| Since Launch | +664.76% | +8.38% |
Holdings as on 19 Jul 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Aditya Birla Renewables Limited | 300.83 | 2.97 |
| Sundaram Finance Limited | 300.83 | 2.97 |
| Adani Power Limited | 300.11 | 2.96 |
| Jtpm Metal TRaders Limited | 294.74 | 2.91 |
| Jsw Kalinga Steel Limited | 267.15 | 2.63 |
| Torrent Power Limited | 253.04 | 2.49 |
| State Government Of Tamil Nadu | 247.83 | 2.44 |
| National Bank For Agriculture And Rural Development | 238.66 | 2.35 |
| LIC Housing Finance Ltd | 225.35 | 2.22 |
| Cholamandalam Investment And Finance Company Limited | 203.81 | 2.01 |
Morning Star Rating
Rating:
4
Risk
Return
Risk & Volitility
0.58
Sharpe Ratio
4.07%
Std. Deviation
3.96%
Tracking Error
-2.39%
Alpha
1.35
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Parag Parikh Conservative Hybrid Fund Regular Growth | +4.8% | +10.56% | +9.64% |
| SBI Conservative Hybrid Fund Regular Growth | +4.69% | +8.8% | +8.72% |
| ICICI Prudential Regular Savings Fund Growth | +4.21% | +8.91% | +8.51% |
| Kotak Debt Hybrid Growth | +1.76% | +8.09% | +8.11% |
| HDFC Hybrid Debt Fund Growth | +1.9% | +7.86% | +8.01% |
Results are calculated on CAGR basis
About Fund
To provide the investors an opportunity to invest primarily in Debt and Money market instruments and secondarily in equity and equity related instruments.
The SBI Conservative Hybrid Fund Regular Growth has an AUM of 10144.75 crores & has delivered CAGR of 8.72 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.46%. The minimum investment in SBI Conservative Hybrid Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Low & Good respectively.
The fund has a present cash holding of %. The top holdings of the fund include Aditya Birla Renewables Limited, Sundaram Finance Limited, Adani Power Limited, Jtpm Metal TRaders Limited.
The major sectors where the fund is invested are Regional Banks, Chemical Manufacturing, Biotechnology & Drugs, Chemicals - Plastics & Rubber.
Some of the similar funds are Parag Parikh Conservative Hybrid Fund Regular Growth, SBI Conservative Hybrid Fund Regular Growth, ICICI Prudential Regular Savings Fund Growth, Kotak Debt Hybrid Growth, HDFC Hybrid Debt Fund Growth. SBI Conservative Hybrid Fund Regular Growth has a sharpe ratio of 0.58 & a standard deviation of 4.07%.
FAQs
According to the morning star rating SBI Conservative Hybrid Fund Regular Growth has a Low risk & Good return.
SBI Conservative Hybrid Fund Regular Growth is managed by Saurabh Pant,Mansi Sajeja.
The expense ratio of SBI Conservative Hybrid Fund Regular Growth is 1.46%.
The 5 year annualized return on SBI Conservative Hybrid Fund Regular Growth is 8.72% & it has generated 4.69% in the last 1 year.
The minimum investment in SBI Conservative Hybrid Fund Regular Growth is 5000 Rs.
SBI Conservative Hybrid Fund Regular Growth has an AUM of 10144.75 crores.
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