Fundalysisby DARKHORSESTOCKS

Scheme

SBI Conservative Hybrid Fund

Holds 41 companies worth ₹2,342 Cr in Sept 2026.

  • Fund house

    SBIThe fund house that runs this scheme.

  • AUM

    ₹10,107 CrSBI Conservative Hybrid Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 1.2% on Aug 2026, ₹10,226 Cr.

  • Largest holding

    Kingfa Science Technology India LimitedKingfa Science Technology India Limited is 1.9% of this scheme's NAV.

  • Fund manager

    Mansi SajejaRuns it since 30 Jun 2021, as the fund house dates it. With Saurabh Pant (fund manager), Milind Agrawal (fund manager).

Overview(26 Aug 2026)

Fund managers3

  1. Mansi SajejaFund manager · Jun 2021 · 17y · CFA PGDM
  2. Saurabh PantFund manager · Jan 2022 · 18y · B.Com
  3. Milind AgrawalFund manager · Aug 2025 · 16y · CFA PGDM B.Tech

    Key facts

    Benchmark
    NIFTY 50 Hybrid Composite Debt 15:85 Index
    Risk
    MODERATELY HIGH
    Expense
    Direct 0.8%
    Started
    9 Apr 2001
    Minimum
    ₹5,000

    Source.Its Scheme Summary Document as of 26 Aug 2026 at AMFI.

    What changed(0 changes)

    Nothing has changed in its documents since Aug 2026.

    Source.Its filings at NSE, since Aug 2026.

    Fund managers over time(Jun 2021 – now)

    1. Mansi Sajeja
    2. Saurabh Pant
    3. Milind Agrawal
    MainCoSlice20222023202420252026
    Fig. 1.Who ran it when: each manager from the date the fund house gives, or the first document listing them where it gives none, to when they left. A slice is part of it: overseas, gold and silver, or arbitrage.

    Costs(Aug 2026 – Aug 2026)

    Every change to the expense ratio, newest first.
    1 filingRegularDirectΔ pt
    26 Aug 2026–0.80%–
    Direct plan, 26 Aug 2026
    0.80%
    Regular plan –
    Fig. 1.Total expense ratio a year, each plan's, as its Scheme Summary Documents state it, filing by filing at NSE (none yet: today's, at AMFI). A change holds until the next.

    Objective and risk(26 Aug 2026)

    Objective

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

    Risk, type and benchmark

    Riskometer
    Moderately High
    At launch
    Moderately High
    Benchmark
    NIFTY 50 Hybrid Composite Debt 15:85 Index

    How to invest(26 Aug 2026)

    Buying

    To start
    ₹5,000, then in multiples of ₹1
    To add
    ₹1,000, then in multiples of ₹1

    Selling and switching

    To redeem
    ₹500
    Switch minimum
    ₹500

    Scheme details(26 Aug 2026)

    What it is

    Category
    HYBRID
    Offer
    22 Feb 2001 to 23 Mar 2001
    Started
    9 Apr 2001
    Listed
    No

    How it is run

    Swing pricing
    No
    Side-pocketing
    Yes
    Custodian
    SBI-SG Global Securities Services Pvt. Ltd
    Auditor
    Chokshi & Chokshi LLP
    Registrar
    CAMS
    SEBI code
    SBIM/O/H/CHF/01/04/0017