Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

9,786 Cr

Lock In Period

N/A

Expense Ratio

1.54

Benchmark

NIFTY 50 Hybrid Composite Debt 15:85 Index

Exit Load

For exit within 1 year from the date of allotment For 10% of investment - NilFor remaining investment: 1.00%For exit after one year from the date of allotment - Nil.

Summary

Latest details for SBI Conservative Hybrid Fund Growth include a 74.7906 NAV as of Apr 24,2026 and returns since inception of 32.22%. Minimum investments start at SIP ₹500. The SBI Conservative Hybrid Fund Growth AUM is ₹9,786 Cr, with a lock-in of N/A years, expense ratio of 1.54%, and benchmark NIFTY 50 Hybrid Composite Debt 15:85 Index. Exit load is - For exit within 1 year from the date of allotment For 10% of investment - NilFor remaining investment: 1.00%For exit after one year from the date of allotment - Nil.. In the growth review for 1M Month/Year, the fund recorded 3.40% returns, against a category average of 2.61% and a category best of 3.66%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.402.613.66
6M1.711.6411.03
1Y5.465.5214.16
3Y9.7617.4732.55

Portfolio Analysis

  • Equity: 24.39%
  • Debt: 75.31%
  • Others
As on: 2026-04-15
View allocation % by

1. Axis Bank Ltd.1.40%
2. HDFC Bank Ltd.0.91%

1. Asian Paints Ltd.1.84%
2. Kansai Nerolac Paints Ltd.0.20%

1. Biocon Ltd.1.36%
2. Gland Pharma Ltd.0.57%

1. Kingfa Science & Technology India Ltd.1.71%

1. Reliance Industries Ltd.1.26%

1. Aether Industries Ltd.1.24%

1. Bajaj Finserv Ltd.1.21%

1. Grindwell Norton Ltd.0.77%
2. Carborundum Universal Ltd.0.43%

1. HDFC Life Insurance Company Ltd.1.08%

1. Avanti Feeds Ltd.1.07%

About Fund

SBI Conservative Hybrid Fund Growth managed by SBI Mutual Fund,is a Conservative Fundsscheme with Assets Under Management of ₹9,786 Crore. The fund benchmarks its performance against the NIFTY 50 Hybrid Composite Debt 15:85 Index while maintaining an expense ratio of 1.54. Under the expert guidance of Saurabh Pant ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Saurabh Pant

Mr. Saurabh has done B.Com, MBE, C.F.A(USA) Level III candidate. He has over 4 years experience in Indian capital markets in the capacity of research analyst: From May 2007 to June 2011 - as Research Analyst with SBI Funds Management Pvt Ltd.

Peer Comparison

Fund Name1Y3Y
This FundBaroda Conservative Hybrid Fund Growth3.44429.577
This FundKotak Debt Hybrid Fund - Growth0.961130.1567
This FundDSP Regular Savings Fund Growth3.210631.0125
This FundHSBC Conservative Hybrid Fund Growth3.714332.1497
This FundSBI Conservative Hybrid Fund Growth5.462832.2166

FAQs

SBI Conservative Hybrid Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of SBI Conservative Hybrid Fund Growth is 1.54. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

SBI Conservative Hybrid Fund Growth’s fund performance is as follows:
  • 1 Month : 3.40%
  • 6 Months : 1.71%
  • 1 Year : 5.46%
  • 3 Years : 9.76%
Returns of SBI Conservative Hybrid Fund Growth are updated daily based on NAV of ₹ 74.7906 as on Apr 24,2026. Since inception, the return has been 32.22%.

You can invest in SBI Conservative Hybrid Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of SBI Conservative Hybrid Fund Growth is ₹9,786 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in SBI Conservative Hybrid Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500