HybridConservative Hybrid FundDirect · Growth
SBI Conservative Hybrid Fund - Direct Plan - Growth
SBI · Scheme 119839
₹84.51▼ 0.08%NAV · 2026-09-18
Strong FundScore
AUM
₹10,210 cr
Expense ratio
0.98%
3Y CAGR
9.2%
Risk level
Moderate
Min SIP
₹500
Benchmark
CRISIL Hybrid 85+15 - Conservative Index
Fund manager: Dinesh Ahuja, Ruchit MehtaExit load: For units in excess of 10% of the investment, 1% will be charged for redemption within 1 year
Strong · 71/100
A high-quality fund that scores well on the factors that matter.
🎯 A middle-ground option — some growth with a cushion, good for moderate risk appetite.
📈 Why it could do well
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓Protects capital well — worst-ever fall was only 12%.
- ✓Low volatility (4% a year) — a steady, low-drama ride.
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓Beat category: beat category in 74% of windows
📉 What could drag it down
- •1Y return: +6.2%
- •Sortino ratio: 0.87
FundScore breakdown
71/100 · Strong
Returns
Weak
Consistency
Excellent
Risk-adjusted
Average
Downside protection
Excellent
Cost efficiency
Strong
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.