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.
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At a glance
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Portfolio
As of 8 Oct 2026
Asset class
Market cap
Key figures
How it compares
Trailing Returns
| 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 7Y | 10Y | |
|---|---|---|---|---|---|---|---|---|---|
| This fund | -0.63% | -0.32% | +4.54% | +2.68% | +3.94% | +7.80% | +7.81% | +9.54% | +8.04% |
Calendar Year Returns vs Benchmark
Comparison with NIFTY 50 Hybrid Composite Debt 15:85 Index
More detail
Monthly returns, rolling returns, risk measures and the full NAV history.
SBI Conservative Hybrid Fund Regular Plan Growth is a Conservative Hybrid Fund hybrid fund from SBI Funds Management Private Limited, launched on 23 Mar 2001. Its benchmark is the NIFTY 50 Hybrid Composite Debt 15:85 Index. The expense ratio is 1.48% a year. It manages ₹10,226 crore. The NAV was ₹75.93 on 8 Oct 2026.
| Period | Return | Volatility a year |
|---|---|---|
| Last 1 year | +3.94% | 4.92% |
| Last 3 years | +7.80% a year | 4.11% |
| Last 5 years | +7.81% a year | 3.81% |
| Last 10 years | +8.04% a year | 4.75% |
Returns over 3 years and longer are compounded annual returns. Volatility is the annualised standard deviation of returns over the same period. Figures as of 7 Oct 2026.
From 2017 to 2026, the fund returned more than the NIFTY 50 Hybrid Composite Debt 15:85 Index in 4 of 10 calendar years. The 2026 figure is year to date.
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| 2026 YTD |
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| This fund | +8.49% | -0.24% | +8.14% | +13.54% | +14.06% | +4.53% | +12.20% | +11.01% | +6.70% | +2.68% |
| Benchmark | +8.83% | +5.31% | +10.76% | +14.19% | +7.07% | +3.09% | +9.86% | +9.86% | +7.29% | +78.99% |
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