SBI Conservative Hybrid Fund(G)-Direct Plan
This fund ranks 2nd out of 18 funds in its category.
90/100Analysing fundamental ratios like Sharpe, Sortino, Treynor, Jensen’s Alpha along with the age of the fund.
Strengths and Weaknesses
The fund has a strong track record of delivering high risk-adjusted returns.
Limiting losses during market downturns is a key feature of this fund's risk management strategy.
Ability to significantly outperform benchmark returns.
Under debt allocation, the fund has a relatively low modified duration indicating it is less affected by changes in market interest rates, suggesting lower risk for the fund.
Under the debt allocation, the fund has potential for higher returns due to its high Net Yield to Maturity (YTM).
High expense ratio compared to its category average.
Under debt allocation, the fund holds low quality bonds and securities or maintains a concentrated portfolio.
Who should invest?
Conservative investors seeking higher returns than traditional bank FDs while maintaining minimal exposure to equity allocation may find this fund appealing.
Who should avoid?
Aggressive investors who prioritize a predominantly equity focused approach should avoid this fund.
This analysis is updated as on March 2025.
The Information in the scoring and ranking model is provided solely for general information and educational purposes and shall not constitute any advice or recommendation. Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully before investing. Past performance is not an indicator of future returns.
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