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 (31-10-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 9,953.07 Cr As on 31-10-2025(Source:AMFI) |
| Turn over: - |
74.7086
0.33 (0.435%)
8.48%
Benchmark: 11.52%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Balanced TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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 | 3.39 |
| Sharpe Ratio | 1.2 |
| Alpha | 1.65 |
| Beta | 0.44 |
| 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 | 7.27 | 10.25 | 10.16 | 10.4 | 9.12 |
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
PORTFOLIO
Market Cap Distribution
Small Cap
10.51%
Others
75.87%
Large Cap
10.92%
Mid Cap
2.94%
