How to check the XIRR of SBI Conservative Hybrid Fund - Direct Plan - Growth?

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How to check portfolio overlap for SBI Conservative Hybrid Fund - Direct Plan - Growth?

Use the MutualSaathi Portfolio Analyzer to compare SBI Conservative Hybrid Fund - Direct Plan - Growth with other funds, PMS, and AIFs to detect hidden stock overlaps.

SBI Conservative Hybrid Fund - Direct Plan - Growth

SBI Mutual Fund

Expense Ratio: 1.05

Risk: High

Hybrid Scheme - Conservative Hybrid Fund

Plan: Direct

Benchmark: Nifty 50 Hybrid Composite Debt 15:85 Conservative Index

Inception: 22-02-2001

Exit Load: Nil

Fund Size:₹9,866.48 Cr

Performance

Fund3.78%

Cat. Avg.1.61%

Fund4.49%

Cat. Avg.3.82%

Fund8.13%

Cat. Avg.7.63%

Fund8.05%

Cat. Avg.6.93%

10Y

Fund8.71%

Cat. Avg.7.62%

Fund9.53%

Cat. Avg.8.80%

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Debt Ratings

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Debt Instruments

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Asset Class

Debt Ratings

Debt Instruments

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Sector	YTM	Val (Cr)	% Assets
1	Bank Nifty Index 28-07-2026	Derivative	Future/Option	Long		646.02	5.96%
2	National Bank for Agriculture and Rural Development	DEBT	CD	CRISIL A1	6.89%	587.92	5.42%
3	Small Industries Development Bank of India	DEBT	CD	CRISIL A1	7.14%	490.11	4.52%
4	Muthoot Finance Ltd.	DEBT	Bond/NCD	CRISIL AA	8.11%	348.48	3.21%
5	Bharti Telecom Ltd.	DEBT	Bond/NCD	CRISIL AAA	7.89%	336.60	3.10%
6	Cholamandalam Investment & Finance Co. Ltd.	DEBT	Bond/NCD	[ICRA]AA	8.59%	324.55	2.99%
7	Aditya Birla Renewables Ltd.	DEBT	Bond/NCD	CRISIL AA	8.30%	300.83	2.77%
8	Sundaram Finance Ltd.	DEBT	Bond/NCD	CRISIL AAA	7.59%	300.82	2.77%
9	Adani Power Ltd.	DEBT	Bond/NCD	CRISIL AA	8.22%	300.11	2.77%
10	LIC Housing Finance Ltd.	DEBT	Bond/NCD	CRISIL AAA	7.39%	299.91	2.77%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Nov, 25	60000	60970	+1.6%	+3.4%
2Y	07 Nov, 24	1.20 L.	1.26 L.	+4.8%	+4.8%
3Y	07 Nov, 23	1.80 L.	1.96 L.	+9.1%	+5.9%
5Y	08 Nov, 21	3 L.	3.64 L.	+21.4%	+7.8%
10Y	07 Nov, 16	6 L.	9.55 L.	+59.1%	+9.1%
SI	07 Feb, 13	8.25 L.	16.21 L.	+96.5%	+9.4%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Oct, 25	1 L.	1.04 L.	+3.8%	+3.8%
2Y	16 Oct, 24	1 L.	1.09 L.	+9.2%	+4.5%
3Y	16 Oct, 23	1 L.	1.26 L.	+26.4%	+8.1%
5Y	18 Oct, 21	1 L.	1.47 L.	+46.9%	+8.0%
10Y	17 Oct, 16	1 L.	2.31 L.	+130.7%	+8.7%
SI	08 Jan, 13	1 L.	3.50 L.	+250.4%	+9.5%

SIP Calculator

Visualize how small monthly investments grow over time.

Monthly SIP Amount

Max: ₹10 Cr

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

Max: ₹1000 Cr

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Profit

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.