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SBI Conservative Hybrid Fund - Direct Plan

To provide the investors an opportunity to invest primarily in Debt and Money market instruments and secondarily in equity and equity related instruments.

Fund Info

Scheme Class	Hybrid
Scheme Category	Conservative Allocation
Expense Ratio	0.62%
Min subscription	₹ 5,000

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 9,580
AMC AUM (in Crs.)	₹ 2,83,807
Min Addition Subscription	₹ 1,000

Benchmark Type

CRISIL Hybrid 85+15 - ConservativeTR INR

Exit Load

Exit load of 1.0%, if redeemed between (0-1) years. No Exit load, if redeemed after 1 years.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
Aditya Birla Sun Life Regular Savings Fund - Direct Plan	1000	1000	10.3%
Axis Conservative Hybrid Fund - Direct Plan	100	100	9.34%
Axis Conservative Hybrid Fund - Direct Plan	100	100	9.34%
Kotak Debt Hybrid Fund - Direct Plan	1000	1000	12.64%
Baroda BNP Paribas Conservative Hybrid Fund - Direct Plan	1000	1000	9.46%
ICICI Prudential Regular Savings Fund - Direct Plan	500	500	11.2%
Sundaram Conservative Hybrid Fund - Direct Plan	500	500	9.66%

Top 10 Holdings

Company	Holding Type	Asset(%)
7.34% Govt Stock 2064	Bond - Gov't Treasury	4
Tata Power Renewable Energy Ltd. (Guaranteed By Tata Power Ltd.)	Bond - Corporate Bond	3
7.58% LIC Housing Finance Limited (23/03/2035)	Bond - Corporate Bond	3
Aditya Birla Renewables Limited	Bond - Corporate Bond	3
Infopark Properties Ltd.	Bond - Corporate Bond	3
Bajaj Finance Limited	Bond - Corporate Bond	3
West Bengal (Government of) 7.1%		3
Reliance Industries Ltd	Equity	2
Net Receivable / Payable	Cash - Collateral	2
West Bengal (Government of) 7.28%		2

Asset Allocation(%)

Asset	Percent
Bond - Corporate Bond	59
Equity	24
Bond - Gov't Treasury	8
	6
Cash - Collateral	2

Sector Allocation(%)

Sector	Percent
Bond - Corporate Bond	59
Financial Services	8
Bond - Gov't Treasury	8
	6
Industrials	4

Fund Manager

Saurabh Pant

3+ years of experience

Mansi Sajeja

3+ years of experience

Pradeep Kesavan

1+ years of experience

SBI Mutual Fund

AUM₹2,83,807 Cr

About

With a robust and wealthy history of the State Bank of India cluster, SBI Funds Management Pvt. Ltd. has been serving to millions of investors through their years of experience. With a wide network of over 222 service points across India, SBI has been delivering to value and create trust amongst investors. They have systematically delivered the optimum worth to its investors over the years. SBI Funds Management company has joined the key players within the Indian investment trust business with an array of funds in multiple sectors like money establishments, native and international quality management corporations, pension funds, etc. SBI MF has conjointly unified end-to-end made-to-order quality management product for establishments, discretionary and non-discretionary portfolio management services.##SBI Funds Management has been effectively managing and guiding Indias dedicated offshore funds since 1988. SBI Funds Management is famed because it was the 1st bank to come up with ‘SBI Resurgent Asian nation Opportunities Fund. The target for these funds was to supply investors with never-before opportunities in semi-permanent growth in capital in a very kind of stocks of Indian corporations.

partnerforlife@sbimf.com

Phone

18002093333

Address

9th Floor, Crescenzo,,C-38 & 39, G Block, Bandra Kurla Complex,,Bandra (East), Mumbai, Mumbai - 400 051

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m