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SBI Mutual Fund

SBI Conservative Hybrid Fund - Regular Plan - Monthly Income Distribution cum Capital Withdrawal Option (IDCW)

Open Ended Schemes(Hybrid Scheme - Conservative Hybrid Fund)High Risk★★★★★ISIN INF200K01867
NAV · 06-Jul-2026
21.5351
1M
+1.47%
6M
-1.37%
1Y (CAGR)
-3.21%
3Y (CAGR)
+5.83%
5Y (CAGR)
+6.98%
Since inception (CAGR)
+3.52%

NAV history

19.0920.2721.4404-07-202303-07-202621.53
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Risk & SIP analytics

Q2 · 3Y in category
Volatility (3y)
3.99%
Downside dev (3y)
3.64%
Max drawdown (3y)
-6.9%
Sharpe (3y)
-0.17
SIP XIRR (3y)
+2.31%
SIP XIRR (5y)
+5.21%
Calendar-year returns
2020 +12.7%2021 +14.1%2022 +4.5%2023 +12.2%2024 +11.0%2025 +1.7%

Fund facts

Fund managerSaurabh Pant · Mansi Sajeja
AUM₹97,927 Cr
Launch date22-Feb-2001
Plan typeOpen Ended · Hybrid
Min lumpsum10000
Lock-inNone
Volatility4.91
AMCSBI Funds Management Limited

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

scheme documents ↗