SBI Conservative Hybrid Fund - Regular Plan - Growth
Category: Hybrid: Conservative
Launch Date: 25-03-2001
AUM:
9,545.66 Cr
Expense Ratio
1.54%
Benchmark
NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index
ISIN
INF200K01859
Minimum Investment
5000.0
Minimum Topup
1000.0
Minimum SIP Amount
500
Fund Manager
Ms. Mansi Sajeja, Mr. Saurabh Pant, Milind Agrawal,
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| SBI Conservative Hybrid Fund - Regular Plan - Growth | 5.46 | 9.73 | 9.37 |
| Benchmark | - | - | - |
If you invested in this fund:
₹
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
75.1219
Last change
-0.18 (-0.2375%)
Fund Size (AUM)
₹ 9,545.66 Cr
Performance
8.37% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
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.
Fund Manager
Ms. Mansi Sajeja, Mr. Saurabh Pant, Milind Agrawal,
Riskometer
High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| TREPS | 8.58 |
| Tata Power Renewable Energy Ltd. (Guaranteed by Tata Power Ltd.) | 3.11 |
| Aditya Birla Renewables Ltd. | 3.06 |
| Infopark Properties Ltd. | 3.04 |
| Adani Power Ltd. | 3.03 |
| 6.48% CGL 2035 | 3.0 |
| JTPM Metal Traders Ltd. | 2.64 |
| Bajaj Finance Ltd. | 2.56 |
| LIC Housing Finance Ltd. | 2.29 |
| Cholamandalam Investment & Finance Co. Ltd. | 2.06 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 5.0 |
| Capital Goods | 4.46 |
| Fast Moving Consumer Goods | 2.78 |
| Consumer Durables | 2.46 |
| Healthcare | 2.09 |
| Oil, Gas & Consumable Fuels | 1.3 |
| Consumer Services | 1.15 |
| Chemicals | 1.05 |
| Construction | 0.97 |
| Construction Materials | 0.75 |