FAQ : SBI Conservative Hybrid Fund - Regular Plan - Growth

SBI Conservative Hybrid Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 13.68 10.61 10.73 8.82
Average Rolling Returns(%) 10.43 9.79 9.18 8.67

The Current NAV of SBI Conservative Hybrid Fund - Regular Plan - Growth is ₹64.13.

You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark I-BEX (I-Sec Sovereign Bond Index) returns, as Funds portfolio is significantly different.

SBI Conservative Hybrid Fund - Regular Plan - Growth fund’s expense ratio is 1.12%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of SBI Conservative Hybrid Fund - Regular Plan - Growth is currently ₹9,482 Crores.

The Top three stocks are ICICI Bank, Infosys and HDFC Asset Mngt. Co and account for 4% of its portfolio. Top 5 and 10 stocks of fund account for 6% and 10% of fund’s portfolio respectively.

Top three sectors of SBI Conservative Hybrid Fund - Regular Plan - Growth fund are Others, Miscellaneous and BFSI accounting for 84% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Hybrid - Conservative Hybrid Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of SBI Conservative Hybrid Fund - Regular Plan - Growth Fund is Hybrid - Conservative Hybrid Fund.

Saurabh Pant and Mansi Sajeja manage the SBI Conservative Hybrid Fund - Regular Plan - Growth Fund.

SBI Conservative Hybrid Fund - Regular Plan - Growth current PE ratio is 49.76 and PB ratio is 8.93

The asset allocation of SBI Conservative Hybrid Fund - Regular Plan - Growth is Stocks : 23.89%, Debt : 75.46% and Gold : 0.92%

The minimum SIP amount for SBI Conservative Hybrid Fund - Regular Plan - Growth is ₹500.00 and minimum lumpsum is ₹5000.00

The exit load for SBI Conservative Hybrid Fund - Regular Plan - Growth is Nil for 10% of investment and 1% for remaining Investment on or before 1 year, Nil after 1 year

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