Hybrid
Direct
Conservative Allocation
NAV as on 28-10-2024
₹ 75.58
1D
Inception Returns
10.3%
/yr
SBI Conservative Hybrid Fund Direct Growth is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Mansi Sajeja, Saurabh Pant, Mohit Jain. This fund gives you the benefit of diversification.
SBI Conservative Hybrid Fund Direct Growth has given a CAGR return of 10.29% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 15.00%, 10.22% and 11.74% respectively.
SBI Conservative Hybrid Fund Direct Growth has allocated its funds majorly in Corporate, Government, Financial Services, Industrial, Consumer Cyclical, Consumer Defensive, Tech, Basic Materials, Cash Equivalent, Health, Energy.
As it is a conservative allocation mutual fund the taxation is as follows:If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:For short term (less than a year) capital gains will be taxed at 15%For long term (more than 1 year) capital gains will be taxed at 10% without indexation benefitGains up to Rs 1 lakh are exempt from taxation (more than 12 months).
To provide the investors an opportunity to invest primarily in Debt and Money market instruments and secondarily in equity and equity related instruments.
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. SBI Conservative Hybrid Fund Direct Growth has no lock in period.
Expense ratio | 0.62% |
Benchmark | CRISIL Hybrid 85+15 - ConservativeTR INR |
AUM | ₹10182 Cr |
Inception Date | 1 January, 2013 |
Min Lumpsum/SIP | ₹5000/₹500 |
Exit Load | 1.0% |
Lock In | No Lock-in |
TurnOver | 156.96% |
STCG | Selling within 36 months, gains taxed at slab rates. |
LTCG | Holding over 3 years, gains taxed at slab rates without indexation. |
Risk | High Risk |
as on (28-Oct-24)
as on (30-Sep-24)
Top 3 Sectors in September were Corporate, Government & Financial Services
SBI Conservative Hybrid Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | -1.32% | -1.32% |
6 Month Returns | 6.44% | 6.44% |
1 Year Returns | 15% | 15% |
3 Years Returns | 33.91% | 10.22% |
5 Years Returns | 74.19% | 11.74% |
AAA | 57.9 |
AA | 42.1 |