SP
Saurabh PantFund Manager Since 1 Jan 2022
AllocationConservative Allocation
SBI Conservative Hybrid Fund Direct Plan Monthly Payout Inc Dist cum Cap Wdrl
3Y Annualised
10.30%
-0.24% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
3.45%
-0.24% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
7 years 1 months
NIFTY 50
6 years 1 months
FD
9 years 7 months
Fund info
Fund size
₹9545.66 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹5000
Exit load
0.01%
Exit Load: For exit within 1 year from the date of allotment – For 10% of Investment – Nil, For remaining Investment – 1.00%. For exit after 1 year from the date of allotment – Nil.
Risk Profile
High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Regular Savings Fund Direct Plan Bonus
4.01%
2nd
ICICI Prudential Regular Savings Fund Bonus
3.96%
3rd
SBI Conservative Hybrid Fund Direct Plan Monthly Payout Inc Dist cum Cap Wdrl
3.45%
4th
HSBC Conservative Hybrid Fund Growth Direct Plan
3.43%
5th
SBI Conservative Hybrid Fund Regular Monthly Reinvestment Inc Dist cum Cap Wdrl
3.40%
Fund Managers
MS
Mansi SajejaFund Manager Since 30 Jun 2021
MJ
Mohit JainFund Manager Since 1 Jan 2020
About SBI Conservative Hybrid Fund Direct Plan Monthly Payout Inc Dist cum Cap Wdrl
SBI Conservative Hybrid Fund Direct Plan Monthly Payout Inc Dist cum Cap Wdrl is a Allocation mutual fund scheme from SBI Funds Management Ltd. This fund has been in existence for 13 years, having been launched on 2013-01-01. SBI Conservative Hybrid Fund Direct Plan Monthly Payout Inc Dist cum Cap Wdrl has ₹9545.66 Cr worth of assets under management (AUM) as of Sat Apr 25 2026. The latest Net Asset Value (NAV) of SBI Conservative Hybrid Fund Direct Plan Monthly Payout Inc Dist cum Cap Wdrl as of Fri Apr 24 2026 is ₹27.8964. The fund has an expense ratio of 1.05%, which is medium comparable to most other Allocation funds.
SBI Conservative Hybrid Fund Direct Plan Monthly Payout Inc Dist cum Cap Wdrl returns for the last 1 year are 5.98%. Since launch, it has delivered 9.26% average annual returns.
The SBI Conservative Hybrid Fund Direct Plan Monthly Payout Inc Dist cum Cap Wdrl has the majority of its money invested in null sectors.
Top 5 Holdings of SBI Conservative Hybrid Fund Direct Plan Monthly Payout Inc Dist cum Cap Wdrl.
- Aditya Birla Renewables Limited: 3.08%
- Infopark Properties Limited: 3.07%
- Adani Power Limited: 3.05%
- 7.52% Tamilnadu Sgs 2055: 2.96%
- Jtpm Metal TRaders Limited: 2.67%
AMC Information
| Name | SBI Funds Management Ltd |
|---|---|
| Founding Date | 2013-01-01 |
| partnerforlife@sbimf.com | |
| Phone | 022 - 61793000 |
| Website | www.sbimf.com |
| Address | 9th Floor, Crescenzo,,C-38 & 39, G Block, Bandra Kurla Complex,,Bandra (East), Mumbai |
Tax Implications of SBI Conservative Hybrid Fund Direct Plan Monthly Payout Inc Dist cum Cap Wdrl
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
