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Funds/SBI Conservative Hybrid Fund

SBI Conservative Hybrid Fund

SBI Mutual Fund·Conservative Hybrid Fund·vs Peer Median

SBI Conservative Hybrid's portfolio tilts defensively toward high-grade debt (over 38% in AAA and AA rated securities) while maintaining a measured equity exposure of 35% focused on infrastructure and financials. The manager's recent portfolio churn—swapping housing finance names for established banks and NABARD—signals a preference shift toward larger, more liquid financial institutions over niche lenders. This defensive positioning and strategic rebalancing suggest conviction in quality over growth, appropriate for conservative investors seeking steady returns with manageable volatility.

Portfolio analysis · April 2026

PlanNAV1M1Y3Y CAGR5Y CAGR
Direct Growth₹82.5092+0.56%
Regular Growth₹75.2264+0.53%+4.75%+9.12%+9.15%
Returns above 1Y are CAGR. Direct plan rows highlighted. NAV from AMFI.
Holdings
98
Top 5 Weight
14.84%
Top 10 Weight
26.46%
Max Position
3.08%
Conviction Bets
10
Gini
0.411
Large Cap
7.98%
Mid Cap
3.76%
Small Cap
12.35%
Top Sector
CRISIL AAA
Sector Count
35
HHI (bps)
14,733
Highly Differentiated
Active Share
83.98%
vs peer portfolio
Weight Overlap
8.07%
with avg peer
Cosine Similarity
0.157
portfolio angle
Peer Count
16
funds in category

Active Share = ½Σ|wfund − wpeer|, computed using leave-one-out peer portfolio within SEBI category.

Holdings: 96100+9 added5 removed11 weight shifts ≥ 0.1%
StockWeight
HDFC Bank Ltd.0.87%
Muthoot Finance Ltd.1.54%
National Bank for Agriculture and Rural Development1.02%
LIC Housing Finance Ltd.0.76%
Canara Bank0.97%
Small Industries Development Bank of India0.97%
Bank of Baroda0.49%
National Bank for Agriculture and Rural Development0.48%
91 DAY T-BILL 16.07.260.51%
#Holding% to NAV
1
Infopark Properties Ltd.
INE0KZX07023
3.08%
2
Aditya Birla Renewables Ltd.
INE01QP08016
3.08%
3
TREPS
3.07%
4
Adani Power Ltd.
INE814H07190
3.05%
5
7.52% State Government of Tamil Nadu 2055
IN3120250474
2.95%
6
JTPM Metal Traders Ltd.
INE02PE08036
2.68%
7
JSW Kalinga Steel Ltd.
INE2QI808033
2.65%
8
Bajaj Finance Ltd.
INE296A07SV1
2.56%
9
LIC Housing Finance Ltd.
INE115A07RF8
2.31%
10
Cholamandalam Investment & Finance Co. Ltd.
INE121A08PT9
2.07%
11
Small Industries Development Bank of India
INE556F08LC0
2.03%
12
GMR Airports Ltd.
INE776C08075
1.88%
13
Net Receivable / Payable
1.88%
14
Bharti Telecom Ltd.
INE403D08256
1.88%
15
Asian Paints Ltd.
INE021A01026
1.86%
16
Avanse Financial Services Ltd.
INE087P07402
1.80%
17
Tata Communications Ltd.
INE151A08349
1.80%
18
Godrej Industries Ltd.
INE233A08170
1.76%
19
7.56% State Government of Madhya Pradesh 2039
IN2120250450
1.76%
20
Motilal Oswal Finvest Ltd.
INE01WN07128
1.75%
CRISIL AAA16.2%
CRISIL AA15.2%
Sovereign7.0%
CRISIL AA+6.3%
CARE AA-5.5%
Industrial Products4.3%
[ICRA]AA+3.9%
CRISIL A1+3.8%
Consumer Durables2.7%
CRISIL AAA(SO)2.5%

Top 10 sectors by % to NAV. Excludes derivatives.

How many stocks does SBI Conservative Hybrid Fund hold?

SBI Conservative Hybrid Fund holds 98 stocks as per the latest AMFI portfolio disclosure. The top 5 positions account for 14.84% of NAV.

What is the largest holding in SBI Conservative Hybrid Fund?

The largest position in SBI Conservative Hybrid Fund is Infopark Properties Ltd., accounting for 3.08% of NAV in the CARE AA- sector.

Is SBI Conservative Hybrid Fund a concentrated or diversified fund?

With a Gini coefficient of 0.411, SBI Conservative Hybrid Fund is well-diversified. The HHI concentration index is 14,733 bps, which is above the 2500 bps threshold for high concentration. The top 5 holdings together make up 14.84% of the portfolio.

What is the market cap allocation of SBI Conservative Hybrid Fund?

Based on SEBI's AMFI classification, SBI Conservative Hybrid Fund's equity portfolio is split as: Large Cap: 7.98%, Mid Cap: 3.76%, Small Cap: 12.35%. This reflects the fund's positioning within the market cap spectrum.

Which sectors does SBI Conservative Hybrid Fund invest in most?

SBI Conservative Hybrid Fund has the highest allocation to CRISIL AAA (16.21%), CRISIL AA (15.23%), Sovereign (6.97%). The fund is invested across 35 sectors in total.

How actively managed is SBI Conservative Hybrid Fund compared to other Conservative Hybrid Fund funds?

SBI Conservative Hybrid Fund has an Active Share of 83.98%, classifying it as "Highly Differentiated" among 16 Conservative Hybrid Fund peers. This means the fund takes significantly different stock positions compared to its category peers.

What changed in SBI Conservative Hybrid Fund's portfolio in the latest month?

Between 2026-03-31 and 2026-04-30, SBI Conservative Hybrid Fund added 9 new stocks (including HDFC Bank Ltd.) and exited 5 stocks (including Mahindra Rural Housing Finance Ltd.). Total holding count increased from 96 to 100 stocks.