SBI Conservative Hybrid Fund - Regular Plan - Growth

Regular

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.
Direct

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.

Latest (Updated on 30th Sep 2025)

Crisil Rank
(Updated on 30th Jun 2025)

Crisil Rank
(Updated on 31st Mar 2025)

Crisil Rank
(Updated on 31st Dec 2024)

Crisil Rank
(Updated on 30th Sep 2024)

Crisil Rank

Returns (NAV as on 01st December, 2025)

Period Invested for	₹10000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	24-Nov-25	10027.70	0.28%	-	0.16%	5/18
1 Month	31-Oct-25	10053.40	0.53%	-	0.41%	8/18
3 Month	01-Sep-25	10261.30	2.61%	-	2.29%	7/18
6 Month	31-May-25	10336.60	3.37%	-	2.04%	4/18
YTD	01-Jan-25	10695.70	6.96%	-	5.91%	5/18
1 Year	30-Nov-24	10698.80	6.99%	6.97%	5.95%	5/18
2 Year	01-Dec-23	12121.40	21.21%	10.08%	9.08%	3/18
3 Year	01-Dec-22	13265.90	32.66%	9.87%	8.73%	3/18
5 Year	01-Dec-20	16274.40	62.74%	10.22%	8.54%	3/17
10 Year	01-Dec-15	23877.80	138.78%	9.09%	7.73%	3/17
Since Inception	23-Mar-01	74558.90	645.59%	8.47%	8.63%	11/18

Returns Calculator

SIP Returns (NAV as on 01st December, 2025)

Period Invested for	₹1000 SIP Started on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	30-Nov-24	12000	12553.41	4.61 %	8.64 %
2 Year	01-Dec-23	24000	26071.17	8.63 %	8.17 %
3 Year	01-Dec-22	36000	41480.93	15.22 %	9.41 %
5 Year	01-Dec-20	60000	76341.48	27.24 %	9.56 %
10 Year	01-Dec-15	120000	195832.2	63.19 %	9.46 %

SIP Calculator

Compare performance

Category	1 D	1 M	3 M	6 M	YTD	1 Y	2 Y	3 Y	5 Y
This Fund	-0.12%	0.53%	2.61%	3.37%	7.03%	6.97%	10.08%	9.87%	10.22%
Nifty 50	-0.10%	1.76%	6.30%	5.76%	10.70%	8.43%	13.62%	11.63%	14.82%
Benchmark: NIFTY 50 Hybrid Composite Debt 15:85 Index	0.00%	0.56%	2.38%	1.57%	7.00%	7.17%	9.03%	8.30%	7.44%
Category Average	-0.07%	0.41%	2.29%	2.04%	5.91%	5.95%	9.08%	8.73%	8.54%
Category Rank	12/18	8/18	7/18	4/18	5/18	5/18	3/18	3/18	3/17
Best in Category	0.05%	1.21%	3.35%	4.66%	9.35%	9.49%	10.99%	11.13%	10.62%
Worst in Category	-0.19%	-1.16%	-0.15%	0.01%	2.20%	3.43%	6.81%	6.40%	6.11%

quartely results (NAV as on 01st December, 2025)

Period

This Fund

Nifty 50

NIFTY 50 Hybrid Composite Debt 15:85 Index

Category Average

2025

6.96%

9.64%

4.96%

Q4 - 2025	1.82%	4.82%	--	1.40%
Q3 - 2025	0.36%	-3.64%	--	0.18%
Q2 - 2025	3.91%	10.15%	--	1.74%
Q1 - 2025	0.40%	-2.43%	--	1.01%

2024

10.79%

8.75%

8.04%

Q4 - 2024	-0.99%	-8.34%	--	-0.44%
Q3 - 2024	3.23%	6.91%	--	3.78%
Q2 - 2024	5.13%	7.48%	--	3.96%
Q1 - 2024	2.68%	3.31%	--	2.53%

2023

12.01%

19.48%

9.08%

Q4 - 2023	2.73%	11.33%	--	3.78%
Q3 - 2023	3.32%	1.07%	--	2.25%
Q2 - 2023	5.33%	10.29%	--	2.57%
Q1 - 2023	0.36%	-4.60%	--	0.37%

2022

4.53%

3.24%

17.4%

Q4 - 2022	1.92%	7.76%	--	2.06%
Q3 - 2022	4.42%	8.52%	--	3.39%
Q2 - 2022	-1.29%	-10.70%	--	-1.95%
Q1 - 2022	-0.54%	-0.91%	--	1.77%

2021

13.3%

23.79%

7.17%

Q4 - 2021	3.04%	-1.02%	--	0.47%
Q3 - 2021	3.98%	12.36%	--	4.56%
Q2 - 2021	3.91%	5.75%	--	3.15%
Q1 - 2021	1.91%	4.80%	--	1.65%

2020

13.42%

14.77%

12.72%

Q4 - 2020	8.99%	22.46%	--	5.37%
Q3 - 2020	3.07%	7.84%	--	3.12%
Q2 - 2020	6.82%	24.82%	--	5.71%
Q1 - 2020	-6.11%	-29.43%	--	-6.39%

2019

8.16%

11.53%

4.07%

Q4 - 2019	1.86%	7.12%	--	2.40%
Q3 - 2019	1.73%	-3.30%	--	1.08%
Q2 - 2019	0.61%	1.68%	--	0.47%
Q1 - 2019	3.72%	6.96%	--	2.72%

2018

-0.28%

4.09%

-0.47%

Q4 - 2018	2.78%	-1.32%	--	2.29%
Q3 - 2018	-1.47%	3.29%	--	-0.03%
Q2 - 2018	-1.07%	4.36%	--	-0.69%
Q1 - 2018	-0.61%	-2.14%	--	-1.01%

2017

8.49%

27.58%

8.31%

Q4 - 2017	0.82%	5.84%	--	2.15%
Q3 - 2017	1.26%	2.54%	--	1.64%
Q2 - 2017	3.14%	3.06%	--	2.83%
Q1 - 2017	3.03%	12.16%	--	3.70%

2016

12.27%

2.72%

7.12%

Q4 - 2016	1.26%	-6.39%	--	-0.10%
Q3 - 2016	5.01%	3.40%	--	5.45%
Q2 - 2016	2.57%	7.45%	--	2.65%
Q1 - 2016	1.52%	-2.82%	--	0.32%

2015

8.12%

-4.08%

3.62%

Q4 - 2015	0.75%	-0.06%	--	0.60%
Q3 - 2015	3.45%	-5.96%	--	2.34%
Q2 - 2015	0.29%	-2.54%	--	-0.06%
Q1 - 2015	3.51%	2.50%	--	2.95%

2014

17.97%

31.44%

16.33%

Q4 - 2014	6.09%	4.24%	--	5.42%
Q3 -	--	4.32%	--	--
Q2 - 2014	4.68%	13.25%	--	6.98%
Q1 - 2014	2.51%	6.39%	--	3.31%

Best Quarters

Period	This Fund	Nifty 50	NIFTY 50 Hybrid Composite Debt 15:85 Index	Category Average
Q4 - 2020	8.99%	22.46%	--	5.37%
Q4 - 2020	6.99%	22.46%	--	5.37%
Q2 - 2020	6.82%	24.82%	--	5.71%

Worst Quarters

Period	This Fund	Nifty 50	NIFTY 50 Hybrid Composite Debt 15:85 Index	Category Average
Q1 - 2020	-6.11%	-29.43%	--	-6.39%
Q1 - 2020	-6.05%	-29.43%	--	-6.39%
Q2 - 2022	-1.76%	-10.70%	--	-1.95%