SBI Conservative Hybrid Fund
Direct · Growth ₹83.33
03 Nov 2026
NAV
10.2%
3Y CAGR
9.8%
5Y CAGR
10.0%
10Y CAGR
10.0%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
6.33
Sharpe
-11.9%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
1.05%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.53 L | 10.3% | -15.1% | 28.7% |
| 3 Years | ₹36.00 L | ₹41.92 L | 10.0% | -1.6% | 16.5% |
| 5 Years | ₹60.00 L | ₹76.74 L | 9.6% | 2.4% | 13.2% |
| 7 Years | ₹84.00 L | ₹1.19 Cr | 9.9% | 5.0% | 12.1% |
| 10 Years | ₹1.20 Cr | ₹2.00 Cr | 10.0% | 8.8% | 11.0% |
| 12 Years | ₹1.44 Cr | ₹2.67 Cr | 9.9% | 8.9% | 10.6% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 10.3% | 6.7% |
| 3 Years | 10.0% | 9.2% |
| 5 Years | 9.6% | 8.9% |
| 7 Years | 9.9% | 8.6% |
| 10 Years | 10.0% | 8.8% |
| 12 Years | 9.9% | 8.8% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 10.2% | 9.7% | -4.8% | 29.1% | 0.65 | 1.91 | 97% | — | — |
| 3 Years | 10.2% | 10.5% | 2.0% | 15.5% | 1.39 | 5.97 | 100% | — | — |
| 5 Years | 9.8% | 9.7% | 5.5% | 14.0% | 2.28 | 76.92 | 100% | — | — |
| 10 Years | 10.0% | 9.9% | 8.5% | 10.9% | 6.33 | — | 100% | — | — |
-11.9%
Max Drawdown
1 mo
Drawdown Duration
4 mo
Recovery Time
-0.8%
Avg Drawdown
Calmar Ratio by Duration
0.86
1Y
0.85
3Y
0.83
5Y
0.82
7Y
0.84
10Y
0.86
12Y
41
Total Holdings
11.9%
Top 10 Weight
21
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Kingfa Science & Technology India Ltd. | 1.86% |
| 2 | Biocon Ltd. | 1.39% |
| 3 | Asian Paints Ltd. | 1.33% |
| 4 | Axis Bank Ltd. | 1.23% |
| 5 | ICICI Bank Ltd. | 1.20% |
| 6 | Bajaj Finserv Ltd. | 1.11% |
| 7 | Reliance Industries Ltd. | 1.08% |
| 8 | Grindwell Norton Ltd. | 0.95% |
| 9 | Gland Pharma Ltd. | 0.88% |
| 10 | HDFC Life Insurance Company Ltd. | 0.85% |