SBI Conservative Hybrid Fund Direct Growth

Scheme code: INF200K01TS8 NAV value: ₹ 76.7347 NAV date: 15 April, 2025
Fund option: Direct Fund type: Growth
Asset class: Hybrid Asset category: Conservative Hybrid Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average return (%) Category average return (%)
1 year6.1917.2613.2712.82
3 year8.8515.2611.379.27
5 year5.8114.049.618.22
7 year7.4711.099.578.59
10 year9.3211.0210.309.25
12 year9.9010.2210.059.44

Rolling return for 1 year

- Average return: 13.27% - Median return: 14.21% - Average standard deviation: 1.28

Rolling return for 3 year

- Average return: 11.37% - Median return: 11.12% - Average standard deviation: 0.51

Rolling return for 5 year

- Average return: 9.61% - Median return: 9.32% - Average standard deviation: 0.27

Rolling return for 7 year

- Average return: 9.57% - Median return: 9.52% - Average standard deviation: 0.2

Rolling return for 10 year

- Average return: 10.3% - Median return: 10.42% - Average standard deviation: 0.13

Rolling return for 12 year

- Average return: 10.05% - Median return: 10.04% - Average standard deviation: 0.11

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)
1 year12,00,00012,64,92464,9245.42
3 year36,00,00042,18,4806,18,4805.43
5 year60,00,00077,23,85017,23,8505.18
7 year84,00,0001,18,23,67534,23,6755.01
10 year1,20,00,0002,01,57,81181,57,8115.32
12 year1,44,00,0002,69,82,5851,25,82,5855.37

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,64,924 - Absolute Returns: ₹64,924 - CAGR: 5.42%

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹42,18,480 - Absolute Returns: ₹6,18,480 - CAGR: 5.43%

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹77,23,850 - Absolute Returns: ₹17,23,850 - CAGR: 5.18%

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,18,23,675 - Absolute Returns: ₹34,23,675 - CAGR: 5.01%

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹2,01,57,811 - Absolute Returns: ₹81,57,811 - CAGR: 5.32%

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹2,69,82,585 - Absolute Returns: ₹1,25,82,585 - CAGR: 5.37%