MUTUAL FUND RESEARCH

  1. Home
  2. Mutual Fund Research
Submit

SBI Conservative Hybrid Fund - Regular Plan - Growth

(Erstwhile SBI Magnum Monthly Income Plan - Regular Plan - Growth)

Back to Mutual Funds Research Page
Category: Hybrid: Conservative
Launch Date: 25-03-2001
Asset Class: Mixed Asset
Benchmark: NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index
Expense Ratio: 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)
Turn over:
NAV as on 30-06-2025

72.7304

0.09 (0.1225%)

CAGR Since Inception

8.51%

NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index 11.41%

PERFORMANCE of SBI Conservative Hybrid Fund - Regular Plan - Growth

Scheme Performance (%) Data as on - 30-06-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
SBI Conservative Hybrid Fund - Regular Plan - Growth 7.31 11.45 11.89 9.21 8.51
Benchmark - - - - -
Hybrid: Conservative 7.29 10.22 10.09 7.34 8.01

Yearly Performance (%)

Nav Movement

Fund Managers

Ms. Mansi Sajeja, Mr. Saurabh Pant, Mr. Pradeep Kesavan,

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.

RETURNS CALCULATOR for SBI Conservative Hybrid Fund - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :
Period :
Start :
End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :
Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of SBI Conservative Hybrid Fund - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
SBI Conservative Hybrid Fund - Regular Plan - Growth 3.08 1.27 1.86 0.42 7.83 7.04
Hybrid: Conservative - - - - - -

PEER COMPARISION

Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
SBI Conservative Hybrid Fund - Regular Plan - Growth 25-03-2001 7.31 10.89 11.45 11.89 9.21
DSP Regular Savings Fund- Regular Plan - Growth 11-06-2004 9.59 11.46 11.13 9.67 7.35
Parag Parikh Conservative Hybrid Fund - Regular Plan - Growth 05-05-2021 9.55 13.54 12.34 0.0 0.0
Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan 22-05-2004 9.43 10.41 10.47 11.94 8.66
ICICI Prudential Regular Savings Fund - Plan - Growth 10-03-2004 9.16 11.46 11.17 10.66 9.57
Nippon India Hybrid Bond Fund-Growth Plan 29-12-2003 8.72 8.96 9.43 9.18 5.7
UTI Conservative Hybrid Fund - Regular Plan - Growth Option 16-12-2003 8.59 11.56 11.49 11.75 8.44
Franklin India Debt Hybrid Fund - Growth 28-09-2000 8.58 11.45 11.16 9.59 7.71
Canara Robeco Conservative Hybrid Fund - Regular Plan - Growth Option 24-04-1988 7.95 9.89 9.69 9.27 8.09
HSBC Conservative Hybrid Fund - Regular Growth 24-02-2004 7.65 11.72 11.45 9.51 7.82

Asset Allocation (%)

PORTFOLIO ANALYSIS of SBI Conservative Hybrid Fund - Regular Plan - Growth

Portfolio as on