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: 1.46% As on (31-05-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 9,794.11 Cr As on 31-05-2026(Source:AMFI) |
| Turn over: - |
76.0063
-0 (-0.0038%)
8.36%
Benchmark: 11.14%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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 | 4.09 |
| Sharpe Ratio | 0.76 |
| Alpha | 2.78 |
| Beta | 0.18 |
| 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 | 5.64 | 6.07 | 8.92 | 8.87 | 8.73 |
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
12.41%
Others
75.81%
Large Cap
8.38%
Mid Cap
3.4%
