SBI Conservative Hybrid Fund - Regular Plan - Growth

(Erstwhile SBI Magnum Monthly Income Plan - Regular Plan - Growth)
Fund House: SBI Mutual Fund
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 (30-06-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 9,748.22 Cr As on 30-06-2025(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

72.8119

8.49%

PERFORMANCE

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

Start :  
Period:  

RETURNS ANALYSIS

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 3.48
Sharpe Ratio 1.56
Alpha 2.06
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 6.06 10.3 10.75 11.36 9.08
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan 22-05-2004 8.73 9.99 9.58 11.25 8.51
Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth 05-05-2021 8.45 13.36 11.96 - -
Nippon India Conservative Hybrid Fund-Growth Plan 29-12-2003 8.19 8.69 9.08 8.93 5.58
ICICI Prudential Regular Savings Fund - Plan - Growth 10-03-2004 8.08 11.12 10.72 10.2 9.46
DSP Regular Savings Fund- Regular Plan - Growth 11-06-2004 7.92 11.02 10.51 9.33 7.18
Franklin India Conservative Hybrid Fund - Growth 28-09-2000 7.38 10.81 10.4 9.18 7.56
UTI Conservative Hybrid Fund - Regular Plan - Growth Option 16-12-2003 7.26 10.98 10.53 11.18 8.33
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option 24-04-1988 7.03 9.42 9.11 8.81 7.92
HSBC Conservative Hybrid Fund - Regular Growth 24-02-2004 6.51 11.6 10.68 9.06 7.69

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

8.94%

Others

76.62%

Large Cap

9.09%

Mid Cap

5.35%

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