SBI Conservative Hybrid Fund Direct-Growth
Hybrid: Conservative Hybrid - Growth (Open ended)
SEBI Riskometer: Moderately HighCategory: Hybrid: Conservative HybridBenchmark: NIFTY 50 Hybrid Composite Debt 15:85 Conservative IndexCheck Portfolio Overlap →
NAV: ₹82.57-0.32%
23 Oct 2026
Rolling Returns Analysis
Rolling annualized returns of SBI Conservative Hybrid Fund Direct-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.
| Metric | 1 Yr Rolling Returns | 3 Yr Rolling Returns | 5 Yr Rolling Returns | 7 Yr Rolling Returns |
|---|---|---|---|---|
| Analysis period | 20 Jan, 2014 - 23 Oct, 2026 | 18 Feb, 2016 - 23 Oct, 2026 | 16 Mar, 2018 - 23 Oct, 2026 | 16 Apr, 2020 - 22 Jan, 2026 |
| Average returns | 10.58% | 10.49% | 10.15% | 10.06% |
| Standard deviation | 5.78% | 2.68% | 1.44% | 0.70% |
| Best returns | 29.57% 1 year ending on 06 Apr, 2021 | 16.22% 3 years ending on 03 Oct, 2016 | 14.69% 5 years ending on 19 May, 2025 | 11.54% 7 years ending on 12 Nov, 2021 |
| Worst returns | -4.49% 1 year ending on 24 Mar, 2020 | 2.21% 3 years ending on 23 Mar, 2020 | 5.78% 5 years ending on 24 Mar, 2020 | 8.17% 7 years ending on 16 Apr, 2020 |
| Period with positive return | 97.41% | 100.00% | 100.00% | 100.00% |
| Period with return > 5% | 86.30% | 96.26% | 100.00% | 100.00% |
| Period with return > 10% | 49.64% | 62.27% | 50.36% | 44.93% |
| Period with return > 15% | 25.24% | 1.50% | 0.00% | 0.00% |
| Beat % Category | 66.06% | 79.19% | 92.36% | 95.96% |
| Beat % Benchmark | 39.53% | 22.47% | 13.75% | 1.42% |
Trailing Returns
Point-to-point returns of SBI Conservative Hybrid Fund Direct-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.
-10%
-5%
0%
5%
10%
1.5%
-1.1%
-12.7%
YTD
-2.0%
-2.2%
-3.6%
1 M
0.2%
-0.1%
-5.7%
6 M
2.2%
-0.5%
-11.8%
1 Y
7.9%
7.5%
6.7%
3 Y
7.9%
7.0%
5.8%
5 Y
8.5%
7.7%
11.3%
10 Y
Fund
Hybrid: Conservative Hybrid
NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index
| Name | YTD | 1 M | 6 M | 1 Y | 3 Y | 5 Y | 10 Y | Since Inception |
|---|---|---|---|---|---|---|---|---|
| Fund | 1.46% | -2.00% | 0.24% | 2.20% | 7.91% | 7.88% | 8.53% | 9.41% |
| Hybrid: Conservative Hybrid | -1.13% | -2.17% | -0.11% | -0.55% | 7.47% | 6.99% | 7.73% | - |
| NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index | -12.67% | -3.58% | -5.71% | -11.76% | 6.68% | 5.77% | 11.33% | - |
| Rank in category | 3 | 14 | 9 | 3 | 11 | 6 | 4 | - |
| Funds in category | 28 | 28 | 28 | 28 | 28 | 28 | 22 | - |
Period Returns
Calendar-year, quarterly and monthly return history of SBI Conservative Hybrid Fund Direct-Growth. Toggle between bar chart and table view to analyse periodic performance trends.
Historical Performance
Track NAV movement and cumulative returns of SBI Conservative Hybrid Fund Direct-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.
Compare performance with respect toAdd benchmark
Add benchmark
Frequently Asked Questions
What are the 1-year returns of SBI Conservative Hybrid Fund Direct-Growth?
SBI Conservative Hybrid Fund Direct-Growth has delivered a 1-year return of 2.20% as of 22 Oct 2026. During the same period, its benchmark NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index returned -11.76%. The fund has outperformed its benchmark over this period.
What are the 3-year returns of SBI Conservative Hybrid Fund Direct-Growth?
SBI Conservative Hybrid Fund Direct-Growth has delivered a 3-year CAGR of 7.91% as of 22 Oct 2026. Its benchmark NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index returned 6.68% CAGR over the same period. CAGR (Compounded Annual Growth Rate) is the right way to evaluate multi-year mutual fund performance as it smooths out year-to-year volatility.
What are the 5-year returns of SBI Conservative Hybrid Fund Direct-Growth?
SBI Conservative Hybrid Fund Direct-Growth has delivered a 5-year CAGR of 7.88% as of 22 Oct 2026. Its benchmark NIFTY 50 Hybrid Composite Debt 15:85 Conservative Index returned 5.77% CAGR over the same period. A 5-year track record is considered a more reliable indicator of fund quality than shorter-term performance, as it captures at least one full market cycle.
What are the returns of SBI Conservative Hybrid Fund Direct-Growth since inception?
Since its launch on 31 Dec 2012, SBI Conservative Hybrid Fund Direct-Growth has delivered a CAGR of 9.41%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.
How has SBI Conservative Hybrid Fund Direct-Growth performed vs its category over the long term?
Over the long term, SBI Conservative Hybrid Fund Direct-Growth has ranked 11 out of 28 funds in the Hybrid: Conservative Hybrid category on a 3-year basis, and 6 out of 28 funds on a 5-year basis. Category rank is one of several factors to consider alongside risk metrics and rolling return consistency when evaluating a fund.
What is the Sharpe ratio of SBI Conservative Hybrid Fund Direct-Growth?
The Sharpe ratio of SBI Conservative Hybrid Fund Direct-Growth is 0.55 (as of 22 Oct 2026). The Sharpe ratio measures how much return the fund generates per unit of risk (volatility) taken. A Sharpe ratio above 1.0 is generally considered good — the higher the ratio, the better the risk-adjusted return.
What is the alpha of SBI Conservative Hybrid Fund Direct-Growth?
The alpha of SBI Conservative Hybrid Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What is the beta of SBI Conservative Hybrid Fund Direct-Growth?
The beta of SBI Conservative Hybrid Fund Direct-Growth is shown in the Alpha, Beta & Sharpe section above.
What are the rolling returns of SBI Conservative Hybrid Fund Direct-Growth?
The average 1-year and 3-year rolling returns of SBI Conservative Hybrid Fund Direct-Growth is 10.58% and 10.49% respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.