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SBI Conservative Hybrid Fund - Regular Plan - Growth

(Erstwhile SBI Magnum Monthly Income Plan - Regular Plan - Growth)
Fund House: SBI Mutual Fund
Invest in this Scheme
Category: Hybrid: Conservative
Launch Date: 25-03-2001
Asset Class: Mixed Asset
Benchmark: NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index
TER: 1.54% As on (30-03-2026)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 9,545.66 Cr As on 31-03-2026(Source:AMFI)
Turn over: -
NAV as on 08-05-2026

75.6447

0.1 (0.1354%)

CAGR Since Inception

8.38%

Benchmark: 11.19%

PERFORMANCE

Returns Type:
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Start :  
End : 
Period:  
This Scheme
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vs
AK Hybrid Balanced TRI
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Gold
-
PPF
-
Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
9 Years 5 Months
18 Years 2 Months
20 Years 3 Months
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

To provide the investors an opportunity to invest primarily in debt and money market instruments and secondarily in equity and equity related instruments.

Current Asset Allocation (%)

Indicators

Standard Deviation 4.17
Sharpe Ratio 0.89
Alpha 3.2
Beta 0.19
Yield to Maturity 7.83
Average Maturity 7.04

PEER COMPARISON

Scheme Name Inception
Date		 1 Year
Return(%)		 2 Year
Return(%)		 3 Year
Return(%)		 5 Year
Return(%)		 10 Year
Return(%)
SBI Conservative Hybrid Fund - Regular Plan - Growth 25-03-2001 6.7 7.61 9.52 9.28 8.86
Nippon India Conservative Hybrid Fund-Growth Plan 29-12-2003 7.2 7.85 8.16 7.99 5.76
ICICI Prudential Regular Savings Fund - Plan - Growth 10-03-2004 5.7 7.61 9.62 8.68 9.35
BANK OF INDIA Conservative Hybrid Fund-ECO Plan-Growth 18-03-2009 5.67 4.9 7.5 10.5 7.59
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan 22-05-2004 5.52 7.81 8.7 8.23 8.49
BANK OF INDIA Conservative Hybrid Fund-Regular Plan-Growth 18-03-2009 5.32 4.52 7.09 10.22 7.3
HSBC Conservative Hybrid Fund - Regular Growth 24-02-2004 4.86 7.22 9.27 7.7 7.63
Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth 05-05-2021 4.61 7.57 10.28 - -
BARODA BNP PARIBAS Conservative Hybrid Fund-Regular Plan-Growth Option 23-09-2004 4.56 5.93 7.97 6.69 7.16
DSP Regular Savings Fund- Regular Plan - Growth 11-06-2004 3.74 7.32 9.22 7.56 7.19

Scheme Characteristics

Investment in equity & equity related instruments - between 10% and 25% of total assets; Investment in Debt instruments - between 75% and 90% of total assets.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

11.41%

Others

78.19%

Large Cap

7.24%

Mid Cap

3.16%

Scheme Documents

March 2026

Monthly Portfolio Disclosure - March 2026

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