Hybrid · Conservative Hyrbid

SBI Conservative Hybrid Fund

SBI Funds Management Limited

Benchmark

Nifty 50 Hybrid Composite Debt 15:85 Conservative Index

Riskometer

High

Size

₹10,094 cr

Allotted

Not on record

Holdings as of

Not on record

SBI Conservative Hybrid Fund is a conservative hyrbid fund of SBI Funds Management Limited with ₹10,094 cr under management. It is ahead of its benchmark (Nifty 50 Hybrid Composite Debt 15:85 Conservative Index) in 4 of 4 periods. Its direct plan charges 0.98% a year.

Debt and hybrid funds: the company-level sections (scorecard, companies inside, how it is run, nearest index) are not shown. Mix, returns, costs and managers only.

What is SBI Conservative Hybrid Fund invested in?

72% in debt, 23% in shares and 5% in cash, as of None.

Equity23.2%Debt71.7%Cash4.8%Other0.3%

Holdings as of None

Has SBI Conservative Hybrid Fund beaten its benchmark?

Ahead of its benchmark, Nifty 50 Hybrid Composite Debt 15:85 Conservative Index, in 4 of 4 periods in AMFI's figures; +4.12% over the last year against −0.92%.

Period returns

Direct Plan, growth · 3y and longer a year

Period	Fund	Nifty 500 TRI	Ahead
1 month	−0.69%	−3.60%	—
3 months	−0.40%	−5.03%	—
6 months	+1.95%	−1.83%	—
1 year	+3.99%	−4.06%	+8.05 pts
3 years	+8.13%	+9.27%	−1.14 pts
5 years	+8.03%	+8.00%	+0.03 pts
10 years	+8.70%	+12.69%	−3.99 pts
Since start from 8 Jan 2013	+9.53%	—	—

Valarth price history to 14 Oct 2026 · the index is the one the fund is nearest; — not on record

Official figures

AMFI performance feed, 13 Oct 2026

Ahead of its benchmark (Nifty 50 Hybrid Composite Debt 15:85 Conservative Index) in 4 of 4 periods.

Period	Direct	Regular	Benchmark	Ahead	Rank
1y	+4.12%	+3.63%	−0.92%	+5.04	🔒
3y	+8.18%	+7.66%	+5.74%	+2.44	🔒
5y	+8.12%	+7.58%	+5.34%	+2.78	🔒
10y	+8.72%	+8.04%	+7.32%	+1.40	🔒

Ahead in points a year · its rank among Conservative Hyrbid funds, and how steady the lead is, in the app

Value of 100, month-end

Oct 2016 to 14 Oct 2026

Fund 230Nifty 500 TRI 327

₹100 put in at the start of Oct 2016 would be ₹230 on 14 Oct 2026, against ₹327 in the Nifty 500 TRI.

Risk, falls and every year

🔒 Pro

Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.

See them in the app →

What does SBI Conservative Hybrid Fund cost?

0.98% a year on the direct plan, 1.49% on the regular plan; 8 of 18 funds in its category charge less.

Direct plan

0.98% a year

Category median 0.99%

Regular plan

1.49% a year

Category median 1.83%

Gap

0.51 points

for the same holdings

8 of 18 funds in its category charge less on the direct plan.

Expense report, Oct 2026 · Hybrid Scheme - Conservative Hybrid Fund

What the regular plan costs you over time

🔒 Pro

The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages SBI Conservative Hybrid Fund?

ManagersNot on record

Benchmark as filedNot on record

Exit load

Not on record

Questions people ask

What is the expense ratio of SBI Conservative Hybrid Fund?

0.98% a year on the direct plan and 1.49% on the regular plan (expense report, Oct 2026).

How has SBI Conservative Hybrid Fund done?

Its direct plan returned +8.18% a year over 3 years against +5.74% for its benchmark, Nifty 50 Hybrid Composite Debt 15:85 Conservative Index, as of 13 Oct 2026.