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SBI Conservative Hybrid Fund Direct dividend reinvestment
Hybrid • Conservative • Direct dividend reinvestment
Average credit rating
AA
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Conservative
Direct dividend reinvestment
Launched On
01 Jan 2013
13 years ago
Lock-in Period
No lock-in
NAV
as of 26 Dec 2025
₹28.36
-0.0574% (0.00)
AUM
₹9,977 Cr
Expense ratio
1.05%
Benchmark
Fund Plan
Monthly
Tax info and exit load
Taxes
Units sold anytime
As per tax slab
Exit Load
If units sold before 1Y
1%
If units sold after 1Y
0%
Distribution
Market capital
What's in this fund?
Credit Rating
Sectors
Holdings
Financial Services
Basic Materials
Industrials
Consumer Cyclical
Healthcare
Fund House
SBI
Inc: 01 Jan 1991 • Total AUM: ₹8,38,381 Cr • Rank #1SBI Mutual Fund, started in 1987, has State Bank of India as its sponsors. The fund house is headed by Shamsher Singh as the CEO. As of 31 March 2024, it has an AUM of ₹9,64,182 Cr. It functions under the holding company AMUNDI Asset Management.
Fund Managers
Saurabh Pant
Experience: 9.28 yrs • Total AUM: 8,33,817 Cr
Mansi Sajeja
Experience: 4.56 yrs • Total AUM: 14,13,666 Cr
Milind Agrawal
Experience: 6.39 yrs • Total AUM: 1,98,559 Cr
Risk
Category risk
High
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.