NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹69.29
-0.08%
NAV as on 17 Nov 24, 12:00 AM
high risk
conservative allocation
debt
NAV as on 17 Nov 24, 12:00 AM
high risk
conservative allocation
debt
13.44%p.a.
Last 1Y
8.80%p.a.
Last 3Y
11.03%p.a.
Last 5Y
8.58%p.a.
Since Inception
About SBI Conservative Hybrid Fund Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the SBI Conservative Hybrid Fund Growth scheme from SBI Funds Management Ltd. It is a Conservative Allocation mutual fund scheme that predominantly invests in Conservative Allocation stocks of companies. Launched on Apr 2001, SBI Conservative Hybrid Fund Growth is Conservative Allocation fund of its category with 10,076.16 Cr fund under management as on Nov 2024. The expense ratio of this fund is less than that of most other Fund category Conservative Allocation funds.
- SBI Conservative Hybrid Fund Growth delivered 13.4% annual returns during the last year. It has delivered 8.6% average annual returns since the fund was launched.
- SBI Conservative Hybrid Fund Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in debt
Fund Objective
To provide the investors an opportunity to invest primarily in Debt and Money market instruments and secondarily in equity and equity related instruments.
Top 10 Holdings
7.34% Govt Stock 2064
4.15%
7.3% Govt Stock 2053
3.61%
Infopark Properties Ltd.
2.99%
Tata Power Renewable Energy Ltd. (Guaranteed By Tata Power Ltd.)
2.99%
Aditya Birla Renewables Limited
2.98%
Bajaj Finance Limited
2.50%
National Bank For Agriculture And Rural Development
2.00%
Tata Communications Limited
1.99%
Godrej Properties Limited
1.98%
7.15% Westbengal Sgs Mat 2045
1.98%
Fund Managers
- Saurabh Pant (Jan 2022 - Present)
- Mansi Sajeja (Jun 2021 - Present)
- Pradeep Kesavan (Dec 2023 - Present)
Key Information
View Scheme Document
SBI Conservative Hybrid Fund Growth SIP Calculator
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NRI Mutual Fund Tax on SBI Conservative Hybrid Fund Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in SBI Conservative Hybrid Fund Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in SBI Conservative Hybrid Fund Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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