SBI Conservative Hybrid Fund Direct Plan Monthly Reinvestment Inc Dist cum Cap Wdrl

SBI Conservative Hybrid Fund Direct Plan Monthly Reinvestment Inc Dist cum Cap Wdrl is a hybrid fund. This fund was started on 1 January, 2013. The fund is managed by Saurabh Pant, Mansi Sajeja, Milind Agrawal. This fund gives you the benefit of diversification.

1. SBI Conservative Hybrid Fund Direct Plan Monthly Reinvestment Inc Dist cum Cap Wdrl has ₹9799 Cr worth of assets under management (AUM) as on Jul 2025 and is more than category average.
2. The fund has an expense ratio 1.1.
   

SBI Conservative Hybrid Fund Direct Plan Monthly Reinvestment Inc Dist cum Cap Wdrl has given a CAGR return of 9.45% since inception. Over the last 1, 3 and 5 years the fund has given a CAGR return of 6.15%, 10.55% and 11.77% respectively.

SBI Conservative Hybrid Fund Direct Plan Monthly Reinvestment Inc Dist cum Cap Wdrl has allocated its funds majorly in Corporate, Financial Services, Industrial, Government, Basic Materials, Energy, Consumer Cyclical, Consumer Defensive, Health, Cash Equivalent.

As it is a conservative allocation mutual fund the taxation is as follows:
If the fund is equity oriented i.e. asset allocation of more than 65% in equity instruments:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Long term gains up to Rs 1 lakh are exempt from taxation (more than 12 months).

To provide the investors an opportunity to invest primarily in Debt and Money market instruments and secondarily in equity and equity related instruments.

Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 500.00. SBI Conservative Hybrid Fund Direct Plan Monthly Reinvestment Inc Dist cum Cap Wdrl has no lock in period.