SBI Conservative Hybrid Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

SBI Conservative Hybrid Growth Direct Plan

NAV
₹79.8707
-0.18%
(24 Jul)
AUM
9,789 Cr
TER
1.05%
Risk
High Risk
Rating
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+9.4%
+8.7%
+8.1%
+7.4%
+7.2%
+6.8%
3Y
+12.4%
+11.9%
+12.7%
+11.6%
+9.9%
+12.0%
5Y
NA
+10.4%
+12.8%
+12.1%
+10.0%
+12.1%
ALL
+10.9%
+9.3%
+11.1%
+10.2%
+7.9%
+10.0%
VOL
3.1%
5.0%
4.9%
4.3%
-
5.3%
TER
0.3%
1.3%
0.5%
1.1%
-
1.2%
AUM
₹2,818 Cr
₹163 Cr
₹3,149 Cr
₹9,789 Cr
-
₹3,409 Cr
INFO
3.54
1.86
2.26
2.36
-
1.90
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
SBI Conservative Hybrid (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Jun
Top holdings
Treps
3.7%
TATA Power Renewable Energy Limited - NCD & Bonds
3.2%
Aditya Birla Renewables Limited - NCD & Bonds
3.1%
Infopark Properties Limited - NCD & Bonds
3.1%
Bajaj Finance Limited - NCD & Bonds
2.6%
State Bank Of India - NCD & Bonds
2.6%
Reliance Industries Ltd
2.5%
LIC Housing Finance Ltd - NCD & Bonds
2.3%
6.79% Govt Stock 2034
2.1%
Cholamandalam Investment And Finance Company Limited - NCD & Bonds
2.1%
Top industry exposure
Financial Services
7.8%
Industrials
4.5%
Basic Materials
3.6%
Energy
2.5%
Consumer Cyclical
2.2%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
-
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
To provide the investors an opportunity to invest primarily in Debt and Money market instruments and secondarily in equity and equity related instruments.
Fund manager(s)
Saurabh Pant
Mansi Sajeja
Pradeep Kesavan

FAQs