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 (29-09-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 9,858.75 Cr As on 30-09-2025(Source:AMFI)
Turn over: -

74.2386

8.48%

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 3.37
Sharpe Ratio 1.16
Alpha 3.24
Beta 0.13
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 6.69 10.57 10.23 11.1 9.05
Nippon India Conservative Hybrid Fund-Growth Plan 29-12-2003 9.06 9.57 9.23 8.98 5.66
ICICI Prudential Regular Savings Fund - Plan - Growth 10-03-2004 8.33 11.63 10.44 10.0 9.42
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan 22-05-2004 8.07 10.97 9.52 10.95 8.67
Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth 05-05-2021 7.59 11.99 11.78 - -
Franklin India Conservative Hybrid Fund - Growth 28-09-2000 6.84 10.84 9.75 9.01 7.56
DSP Regular Savings Fund- Regular Plan - Growth 11-06-2004 6.75 10.96 10.2 8.98 7.2
HSBC Conservative Hybrid Fund - Regular Growth 24-02-2004 6.73 11.94 10.57 8.95 7.65
UTI Conservative Hybrid Fund - Regular Plan - Growth Option 16-12-2003 6.11 11.25 10.06 10.54 8.26
BARODA BNP PARIBAS Conservative Hybrid Fund-Regular Plan-Growth Option 23-09-2004 5.94 9.5 8.66 7.82 7.31

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

10.63%

Others

76.47%

Large Cap

9.55%

Mid Cap

3.35%

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