SBI CONSERVATIVE HYBRID FUND - Direct Plan - Growth

Mutual Fund · Hybrid Scheme - Conservative Hybrid Fund · As of 18 Oct 2026, 7:44 pm

Middle-of-the-road. Nothing alarming, nothing exceptional in the numbers available here. A peer comparison within the same category will tell you more than this snapshot alone.

DalalBaazaar Score

72/ 100

Good

Weighted across five categories. Every point is explained below.

✗ Sharpe ratio of 0.37 — little reward for the volatility endured

Investment Checklist

3 / 4 checks passed

✓ Positive 3-year track record
✗ Decent risk-adjusted return (Sharpe ≥ 0.5)
✓ Volatility isn't extreme (< 25% annualized)
✓ Historical worst drawdown contained (better than -30%)

NAV history

Key Metrics

Latest NAV

₹83.66

As of

16 Oct 2026

Fund History Available

13.8 yrs

1Y Return (CAGR)

3.7%

Moderate

3Y Return (CAGR)

8.2%

5Y Return (CAGR)

8.0%

Annualized Volatility

3.7%

Relatively stable

Sharpe Ratio (est.)

0.37

Weak risk-adj. return

Max Drawdown

-11.9%

Contained

Category Peer Comparison

Scheme	1Y Return
DSP Conservative Hybrid Fund - Direct Plan - Growth	2.3%
HSBC Conservative Hybrid Fund - Direct Plan - Growth	1.0%
BANDHAN CONSERVATIVE HYBRID FUND - Direct Plan - Growth	1.6%
Navi Conservative Hybrid Fund-Direct Plan-Growth Option	—

SIP / Lumpsum Calculator

Total Invested

₹6,00,000

Estimated Maturity Value

₹7,37,246

Estimated Gain

₹1,37,246

Risk Flags

Estimated Sharpe ratio (0.37) is on the low side — returns aren't compensating well for volatility taken over the trailing year.

Watch Items

Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.