Analyst’s Choice
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.
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following
a conservative investment strategy. Last updated 2 days ago. Learn More
As per SEBI's Riskometer.
"Conservative hybrid funds invest roughly a quarter of your money in equity shares and the rest in bonds. These funds are suitable for those who cannot withstand too much volatility in the value of their investments and are content with moderate returns which are slightly higher than returns from fixed income options.
They may also suit those looking for a regular income from their accumulation. The debt portion of these funds provides a moderate, but steady stream of income. The small equity allocation though adds a bit of volatility, but helps boost returns to keep up with the rate of inflation over the long term.
Invest only if your investment horizon is three years or more. To derive dependable income with some degree of inflation protection, invest your accumulated savings in these funds gradually over at least a few months, and then maintain a withdrawal rate in the range of 4-6 per cent of the value of your investment every year."
This fund’s holdings are mostly in Large Cap stocks and in debt instruments, which means it’s following a
conservative investment strategy. Last updated 2 days ago.Learn More
Split between different types of investments
Split between categories of Equity investments
Rating |
VR Opinion |
Risk
|
Return (%) |
|
Expense Ratio (%)
|
|
---|---|---|---|---|---|---|
SBI Conservative Hybrid Fund - Direct Plan
|
High
|
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0.62 |
|||
Moderately High
|
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0.92 |
||||
Moderately High
|
Please wait... |
1.30 |
||||
Moderately High
|
Please wait... |
0.45 |
||||
Moderately High
|
Please wait... |
0.61 |
₹8,916 Cr
1.00 (365)
5,000
500
500
12
SBI Conservative Hybrid Fund - Direct Plan invests 75-90 per cent of its assets in bonds and the remaining 10-25 per cent in equity stocks.
Mutual funds can be bought directly from the website of the fund house. For instance, SBI Conservative Hybrid Fund - Direct Plan fund can be purchased from the website of SBI Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.
The NAV of SBI Conservative Hybrid Fund - Direct Plan is ₹66.6193 as of 29-Nov-2023.
The AUM of SBI Conservative Hybrid Fund - Direct Plan Fund is ₹8,916 Cr as of 31-Oct-2023
The riskometer level of SBI Conservative Hybrid Fund - Direct Plan is High. See More
Company | Percentage of Portfolio |
---|---|
GOI Sec 7.30 19/06/2053 |
3.83
|
Larsen & Toubro Ltd SR I Debenture 7.38 10/06/2024 |
2.35
|
Maharashtra State SDL 7.76 04/10/2030 |
2.25
|
National Bank For Agriculture & Rural Development SR 24A FRB 7.50 |
2.23
|
Tata Communications Ltd Debenture 7.75 29/08/2026 |
2.23
|
As of 31-Oct-2023, SBI Conservative Hybrid Fund - Direct Plan had invested 69.29% in Debt, 22.82% in Equity, 6.99% in Cash & Cash Eq. and 0.7% in Real Estate See More
SBI Conservative Hybrid Fund - Direct Plan is 10 years 11 months old. It has delivered 9.88% returns since inception. See More
1Y
|
3Y
|
5Y
|
7Y
|
10Y
|
Since Inception
|
---|---|---|---|---|---|
10.39%
|
11.03%
|
10.94%
|
8.81%
|
10.53%
|
9.88%
|
No, There is no lock in period in SBI Conservative Hybrid Fund - Direct Plan.
The expense ratio of SBI Conservative Hybrid Fund - Direct Plan is 0.62.
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