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HybridConservative Hybrid FundDirect · Growth

SBI Conservative Hybrid Fund - Direct Plan - Growth

SBI · Scheme 119839

84.33 0.01%NAV · 2026-08-05
72
Strong FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
9.2%
Risk (SEBI)
Min SIP
Benchmark

NAV Growth

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Historical returns

PeriodReturn
1 Month+0.23%
3 Months+2.68%
6 Months+3.83%
1 Year+5.94%
3 Years (CAGR)+9.15%
5 Years (CAGR)+9.11%
10 Years (CAGR)+9.17%
Since Launch+9.75%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns43
Consistency95
Risk-adjusted52
Downside protection100
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Beat category: beat category in 74% of windows
  • Volatility: 4% annualised
  • Max drawdown: -12%
  • Direct plan: no distributor commission

What to watch

  • 1Y return: +5.9%
  • Sortino ratio: 0.87

Risk metrics

Sharpe ratio
0.77
Sortino ratio
0.87
Volatility
4.28%
Max drawdown
-11.88%
Downside capture

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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