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SBI Conservative Hybrid Fund - Regular Plan - Quarterly Income Distribution cum Capital Withdrawal Option (IDCW)

SBI · Index Funds
High
₹21.99
Current NAV
25 Jun 2026
26.3%
1Y Return
17.3%
3Y CAGR
16.3%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.33).
  • Well-diversified portfolio aligned with the Index Funds mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Investors seeking exposure to stable, blue-chip market leaders.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.33
Sharpe Ratio
0.63
Beta
0.83
Alpha
1.77
Sortino
Fund Details
Fund House SBI
Category Index Funds
AUM ₹9380 Cr
Expense Ratio 1.43%
Min SIP ₹500
Min Lumpsum ₹1000
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