
SBI Conservative Hybrid Fund(G)-Direct Plan
+9.11%
5Y annualised
+9.11%
5Y annualised
-0.06% 1D
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Buy, Hold or Sell?
Unlock our SEBI-RIA verdict on this fund.

NAV : 28 Aug 2026
₹84.38
Min. SIP amount
₹500
Fund size (AUM)
10209 Cr
Expense ratio
1.05%
Launched on
07 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 28 Aug 2026
₹84.38
Min. SIP amount
₹500
Fund size (AUM)
10209 Cr
Expense ratio
1.05%
Launched on
07 Jan 2013
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
8.60%
Mid Cap
3.33%
Small Cap
11.28%
Others
76.79%
Sector Allocation
Corporate Debt
50.09%
Bank
9.76%
Government Securities
6.80%
Finance
5.00%
Cash & Cash Equivalents And Net Assets
4.27%
Automobile & Ancillaries
3.38%
Fmcg
2.89%
Chemicals
2.59%
Others
12.98%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
Nil for 10% of investment and 1% for remaining Investment on or before 1Y, Nil after 1Y
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Saurabh Pant
Present
Mansi Sajeja
Present
Similar/Peer Fund Comparison
Nippon India Conservative Hybrid Fund(G)-Direct Plan
Baroda BNP Paribas Conservative Hybrid Fund(G)-Direct Plan
SBI Conservative Hybrid Fund(G)-Direct Plan
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Aditya Birla SL Conservative Hybrid Fund(Payment)-Direct Plan
Parag Parikh Conservative Hybrid Fund(G)-Direct Plan
LIC MF Conservative Hybrid Fund(G)-Direct Plan
Kotak Debt Hybrid Fund(G)-Direct Plan
FAQs
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