SBI Conservative Hybrid Fund Regular Growth
Medium
Risk
Other Schemes
Conservative Allocation
+
10.30
%
10.30
%
3Y annualised
+
0.21
%
0.21
%
1D
1M
6M
1Y
3Y
All
Fund size
9538
NAV:
Mar 7, 2024
64.3532
Sector
Tech
Type
Other_schemes
Launched
Apr 2001
Min Investment
5000
Expense Ratio
1
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
7.18% Govt Stock 2033
6.86
%
7.3% Govt Stock 2053
5.87
%
7.18% Govt Stock 2037
5.79
%
07.76 MH Sgs 2030
2.14
%
Small Industries Development Bank of India
2.10
%
Tata Communications Limited
2.09
%
Godrej Properties Limited
2.08
%
ICICI Bank Ltd
2.01
%
National Bank For Agriculture And Rural Development
1.87
%
Mahanagar Telephone Nigam Limited.
1.6
%
Expense ratio, exit load and tax
Expense Ratio:
1
%
Inclusive of GST
Exit load
Exit load of 1.0% if redeemed within 1.0 Years, 0.0 % if redeemed after 1.0 Years.
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
SBI Conservative Hybrid Fund Regular Growth
More details
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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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* Returns are calculated as per lifetime average per annum returns of the fund.
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