SBI Conservative Hybrid Fund
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4–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation4.2%
Sharpe Ratio0.15
Beta1.12
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
7.34% Govt Stock 2064Utilities3.22%
Aditya Birla Renewables LimitedUtilities3.19%
TATA Power Renewable Energy LimitedUtilities3.16%
Infopark Properties LimitedUtilities3.15%
LIC Housing Finance LtdUtilities2.92%
Bajaj Finance LimitedUtilities2.64%
6.79% Govt Stock 2034Utilities2.62%
West Bengal (Government of) 7.1%Utilities2.61%
Reliance Industries LtdEnergy & Infra2.45%
Net Receivable / PayableUtilities2.22%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.54%
Regulatory & Tax Information
INF200K01891
ISINDailyDealing Frequency
CRISIL Hybrid 85+15 - ConservativeTR INRBenchmark
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)