Mutual Funds
SBI Conservative Hybrid Fund Regular Growth
OVERVIEW FUND INFO PORTFOLIO

Morningstar Rating™

Morningstar® Category
India OE Balanced -Conservative Allocation 		Total Net Assets (mil)
95,381.58 INR
Morningstar® Benchmark
CRISIL Hybrid 85+15 -ConservativeTR INR
Used throughout report
 Fund Benchmark
Nifty 50 Hybrid Composite Debt 15:85


TRAILING RETURNS (%) FUND BENCHMARK CATEGORY
3M 2.58 0.01 1.96
6M 4.81 3.53 4.55
1Y 14.79 7.10 12.52
3Y* 10.10 10.75 8.37
5Y* 10.23 8.92 7.66
10Y* 9.93 9.76 7.74
*Annualised Return Data Through 15/03/2024
QUARTERLY RETURNS (%) Q1 Q2 Q3 Q4
2024 - - --
2023 0.36 5.33 3.322.73
2022 -0.54 -1.29 4.481.92
2021 2.30 3.91 4.02 3.15
2020 -6.056.82 3.47 9.35
RISK MEASURES
3Y Alpha 3.05
3Y Beta 0.76
3Y R-Squared 62.52
3Y Info Ratio 1.32
3Y Tracking Error 2.06
3Y Sharpe Ratio 1.53
3Y Std Dev 3.14
3Y Risk bel avg
5Y Risk Avg
10Y Risk bel avg
Calculations use CRISIL Hybrid 85+15 -ConservativeTR INR (where applicable)

Morningstar Style BoxTM


*Report as of 18 Mar 2024


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