SBI Conservative Hybrid Fund-Reg(G)
View the direct plan of this scheme
Rs 71.0442 -0.1849(-0.26 %) NAV as on 30 Apr 2025
Scheme Objective: To provide the investors an opportunity to invest primarily in Debt and Money market instruments and secondarily in equity and equity related instruments.
Performance (As on 30 Apr 2025)
6 month returns | 1 year returns | 3 year returns | 5 year returns | Returns since inception | |
---|---|---|---|---|---|
Scheme | 1.95 % | 8.71 % | 9.92 % | 12.33 % | 8.47 % |
Portfolio
Conservative hybrid funds invest 75-90% of their portfolio in debt instruments with the remaining in equity. These funds aim to generate returns higher than pure debt funds through the equity allocation. In their debt investments, funds can change strategies based on market movements and don't have to follow a steady strategy. They can, for instance, go in for low-rated debt to earn higher coupon.
These funds suit investors who wish for debt-plus returns without taking on high equity exposure. These funds need to be held for at least 2 years.