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tortoise-icon SBI Conservative Hybrid Fund - Regular Plan - Growth

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tortoise-icon DSP Regular Savings Fund- Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI Conservative Hybrid Fund - Regular Plan - Growth DSP Regular Savings Fund- Regular Plan - Growth
Fund SBI Conservative Hybrid Fund - Regular Plan - Growth DSP Regular Savings Fund- Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Moderately High Moderately High
Asset Size (Cr) ₹9851 Cr ₹180 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 23 Mar 2001 11 Jun 2004
Category Conservative Conservative
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 Hybrid Composite Debt 15:85 CRISIL Hybrid 85+15 Conservative TRI
Turn Over 252% 181%
Expense Ratio 1.54 1.11
Manager Pradeep Kesavan Kedar Karnik
ISIN Code INF200K01859 INF740K01441
Exits Load SBI Conservative Hybrid Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name SBI Conservative Hybrid Fund - Regular Plan - Growth DSP Regular Savings Fund- Regular Plan - Growth
1 Month 0.14% 0.45%
6 Month 1.54% 1.82%
1 Year 6.77% 7.25%
3 Year 9.77% 9.87%
5 Year 9.25% 7.99%

SIP Return Analysis

Scheme Name SBI Conservative Hybrid Fund - Regular Plan - Growth DSP Regular Savings Fund- Regular Plan - Growth
6 Month 1.03% 1.36%
1 Year 6.27% 6.02%
3 Year 8.27% 8.82%
5 Year 8.88% 8.6%

Rolling Lumpsum Returns

Scheme Name SBI Conservative Hybrid Fund - Regular Plan - Growth DSP Regular Savings Fund- Regular Plan - Growth
1 Year 8.4% 8.99%
3 Year 8.64% 8.32%
5 Year 8.5% 8.78%

Risk Management

Scheme Name SBI Conservative Hybrid Fund - Regular Plan - Growth DSP Regular Savings Fund- Regular Plan - Growth
Standard Deviation 3.08% 3.48%
Sharp 1.14% 1.24%
Beta 0.46% 0.67%
Alpha 1.47% 1.47%

Fund Managers

Scheme Name SBI Conservative Hybrid Fund - Regular Plan - Growth DSP Regular Savings Fund- Regular Plan - Growth
Name Pradeep Kesavan Kedar Karnik
Total AUM ₹434274 Cr ₹32997 Cr
Funds Managed 43 11
SBI Conservative Hybrid Fund - Regular Plan - Growth DSP Regular Savings Fund- Regular Plan - Growth

Market Cap

Scheme Name

SBI Conservative Hybrid Fund - Regular Plan - Growth

DSP Regular Savings Fund- Regular Plan - Growth

Others 76.85 83.57
Large Cap 8.73 12.2
Mid Cap 3.89 1.8
Small Cap 10.52 2.44

Sector Allocation

Scheme Name

SBI Conservative Hybrid Fund - Regular Plan - Growth

DSP Regular Savings Fund- Regular Plan - Growth

Others 76.84 81.56
Energy 1.45 0.84
Consumer Cyclical 2.09 1.62
Basic Materials 5.19 0.78
Industrials 4.09 0.53
Healthcare 2.04 2.4
Consumer Defensive 1.89 1.04
Financial Services 6.41 8.55
Technology - 1.21
Communication Services - 0.39
Utilities - 1.08

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