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
₹21.27
-0.51%
NAV as on 16 Jan 25, 12:00 AM
high risk
conservative allocation
debt
NAV as on 16 Jan 25, 12:00 AM
high risk
conservative allocation
debt
11.20%p.a.
Last 1Y
9.38%p.a.
Last 3Y
11.03%p.a.
Last 5Y
7.51%p.a.
Since Inception
About SBI Conservative Hybrid Fund Monthly Reinvestment Inc Dist cum Cap Wdrl for NRIs
NRIs can achieve long-term capital appreciation by investing in the SBI Conservative Hybrid Fund Monthly Reinvestment Inc Dist cum Cap Wdrl 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 Monthly Reinvestment Inc Dist cum Cap Wdrl is Conservative Allocation fund of its category with 10,063.5 Cr fund under management as on Jan 2025. The expense ratio of this fund is less than that of most other Fund category Conservative Allocation funds.
- SBI Conservative Hybrid Fund Monthly Reinvestment Inc Dist cum Cap Wdrl delivered 11.2% annual returns during the last year. It has delivered 7.5% average annual returns since the fund was launched.
- SBI Conservative Hybrid Fund Monthly Reinvestment Inc Dist cum Cap Wdrl 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
6.76%
Tata Power Renewable Energy Ltd. (Guaranteed By Tata Power Ltd.)
3.00%
Aditya Birla Renewables Limited
2.99%
Infopark Properties Ltd.
2.99%
Bajaj Finance Limited
2.51%
Tata Communications Limited
1.99%
Bharti Telecom Limited 8.75%
1.81%
National Bank For Agriculture And Rural Development
1.75%
Tata Projects Ltd.
1.74%
Avanse Financial Services Limited
1.74%
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 Monthly Reinvestment Inc Dist cum Cap Wdrl SIP Calculator
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NRI Mutual Fund Tax on SBI Conservative Hybrid Fund Monthly Reinvestment Inc Dist cum Cap Wdrl
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 Monthly Reinvestment Inc Dist cum Cap Wdrl?
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 Monthly Reinvestment Inc Dist cum Cap Wdrl
- 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
Similar Funds
Funds
3Y Return
SBI Conservative Hybrid Fund Quarterly Reinvestment Inc Dist cum Cap Wdrl
high risk | debt
9.4%
SBI Conservative Hybrid Fund Annual Reinvestment Inc Dist cum Cap Wdrl
high risk | debt
9.4%
SBI Conservative Hybrid Fund Growth
high risk | debt
9.4%
Frequently Asked Questions
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