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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 (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 9,644.88 Cr As on 30-05-2025(Source:AMFI)
Turn over: - | Exit Load: For exit within 1 year from the date of allotment - For 10% of investment - Nil - For remaining investments - 1% For exit after 1 year from the date of allotment - Nil
NAV as on 13-06-2025

72.0478

-0.13 (-0.1842%)

CAGR Since Inception

8.49%

Benchmark: 11.41%

PERFORMANCE

Returns Type:
of  : 
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 3.61
Sharpe Ratio 1.27
Alpha 1.86
Beta 0.42
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 7.0 10.68 11.19 12.11 9.24
DSP Regular Savings Fund- Regular Plan - Growth 11-06-2004 10.14 11.63 11.09 9.98 7.45
Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth 05-05-2021 9.47 13.46 12.32 - -
ICICI Prudential Regular Savings Fund - Plan - Growth 10-03-2004 9.16 11.76 11.13 10.8 9.64
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan 22-05-2004 8.89 10.13 10.18 12.06 8.78
UTI Conservative Hybrid Fund - Regular Plan - Growth Option 16-12-2003 8.74 11.39 11.34 11.88 8.49
Franklin India Debt Hybrid Fund - Growth 28-09-2000 8.49 11.24 10.94 9.68 7.73
Nippon India Hybrid Bond Fund-Growth Plan 29-12-2003 8.47 8.81 9.28 9.21 5.71
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option 24-04-1988 8.17 9.73 9.62 9.47 8.18
LIC MF Conservative Hybrid Fund-Regular Plan-Growth 01-06-1998 7.72 7.82 7.9 7.08 6.57

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

8.28%

Others

77.46%

Large Cap

11.46%

Mid Cap

2.8%

Scheme Documents

April 2025

Monthly Portfolio Disclosure - April 2025

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