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 (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:

\r\n\tFor exit within 1 year from the date of allotment

\r\n

\r\n\t- For 10% of investment - Nil

\r\n

\r\n\t- For remaining investments - 1%

\r\n

\r\n\tFor exit after 1 year from the date of allotment - Nil

\r\n

72.9579

8.52%

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 3.61
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 6.9 11.05 11.43 11.77 9.19
Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth 05-05-2021 9.07 13.49 12.2 - -
DSP Regular Savings Fund- Regular Plan - Growth 11-06-2004 9.02 11.47 10.94 9.61 7.3
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan 22-05-2004 9.01 10.42 10.4 11.75 8.57
ICICI Prudential Regular Savings Fund - Plan - Growth 10-03-2004 8.9 11.58 11.14 10.54 9.53
Nippon India Conservative Hybrid Fund-Growth Plan 29-12-2003 8.66 8.97 9.43 9.08 5.65
UTI Conservative Hybrid Fund - Regular Plan - Growth Option 16-12-2003 8.38 11.73 11.37 11.66 8.42
Franklin India Debt Hybrid Fund - Growth 28-09-2000 8.24 11.4 11.01 9.46 7.64
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option 24-04-1988 7.5 9.78 9.59 9.14 8.0
Axis Conservative Hybrid Fund - Regular Plan - Growth Option 16-07-2010 7.12 8.39 8.69 8.45 6.9

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%

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