SBI Conservative Hybrid Fund-growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : 1.39%
Fund NAV

Fund Overview of SBI Conservative Hybrid Fund-growth

  • ₹9,799.1 Cr
    AUM
  • ₹73.41
    NAV
  • 1.55%
    Expense Ratio
  • Hybrid
    Fund Category
As on Fri Oct 03, 2025

Returns of SBI Conservative Hybrid Fund-growth

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months 1.39% NA 0.55%
6 Months 6.63% NA 5.55%
1 Year 4.55% 4.55% 5.63%
2 Year NA 9.43% 10.55%
3 Years 32.76% 9.91% 10.07%
5 Years 68.67% 11.02% 10.06%
7 Years 94.15% 9.94% NA
10 Years 138.55% 9.08% 8.75%
View More
As on Fri Oct 03, 2025

Asset Allocation

equities

22.99%

debt instruments

72.77%

other assets or cash equivalents

3.44%
Large Cap: 17.70%
Mid Cap: 36.49%
Small Cap: 17.49%
Other: 28.32%
Top Holdings
Government Of India 35031 Goi 07ot34 6.79 Fv Rs 100
3.92%
Tata Power Renewable Energy Limited 7.85 Ncd 19sp34 Fvrs1lac
3.13%
Aditya Birla Renewables Limited 8.6 Ncd 24sp27 Fvrs1lac
3.12%
Infopark Properties Limited Sr I Rr Ncd 19ju39 Fvrs1lac
3.10%
Bajaj Finance Limited 7.82% Ncd 31jn34 Fvrs1lac
2.61%
Top Sectors
Financial
35.36%
Industrials
14.49%
Energy & Utilities
10.21%
Technology
8.77%
Entities
6.55%
Detailed Portfolio Analysis
As on Fri Oct 03, 2025
Invest Now

About Fund

About SBI Conservative Hybrid Fund-growth

SBI Conservative Hybrid Fund-growth is one Hybrid mutual fund offered by SBI Mutual Fund. Launched on 24 Mar 2001, the fund aims Regular income and capital growth. Investment primarily in Debt and Money market instruments and secondarily in equity and equity related instruments. It manages assets worth ₹9,799.1 crore as on Thu Jul 31, 2025. The expense ratio stands at 1.55%.
The portfolio allocation consists of 22.99% in equities, 72.77% in debt instruments, 3.44% in other assets or cash equivalents. Managed by Mansi Sajeja, it has delivered a return of 4.55% in the last year, a total return since inception of 8.46%.

Read more
  • Milind Agrawal

    Fund Manager

  • B. Tech.- Mechanical Engineering, PGDM - Finance, CFA

    Manager Education

  • Saurabh Pant

    Fund Manager

  • Mr. Pant is a B.Com (H), MBE and CFA (Level III).

    Manager Education

  • Mansi Sajeja

    Fund Manager

  • Ms. Sajeja is a CFA and has done Post Graduate Diploma in Business Management.

    Manager Education

Key Metrics of SBI Conservative Hybrid Fund-growth

  • Standard Deviation
    3.36%
  • Sharpe Ratio
    0.92%
  • Alpha
    1.12%
  • Beta
    0.79%

Fund Details

  • Fund Names
    SBI Conservative Hybrid Fund-growth
  • Inception Date
    24 Mar 2001
  • Lock In
    No Lock-in
  • SIP Minimum Investment amount
    ₹ 500
  • SWP Minimum Investment amount
    ₹ 500
  • STP Minimum Investment amount
    ₹ 500
  • Risk
    Principal at high risk
  • Category Average Annual Returns
    5.63
More Details

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
SBI Magnum Children's Benefit Fund - Savings Plan Direct trend ₹129 0.59% 0.19% 3.49% 12.77% 13.79%
Aditya Birla Sun Life Regular Savings Fund Direct-growth trend ₹1,524 0.79% 0.97% 7.43% 10.43% 11.89%
UTI Conservative Hybrid Fund Direct-flexi Idcw trend ₹1,707 0.87% 0.02% 4.47% 10.75% 11.34%
Kotak Debt Hybrid Fund Regular-growth trend ₹3,130 1.62% 0.25% 3.00% 10.53% 10.87%
UTI Conservative Hybrid Fund Regular Plan-flexi Idcw trend ₹1,707 0.82% -0.13% 3.82% 10.08% 10.67%
Nippon India Conservative Hybrid Fund Direct-growth trend ₹899 1.10% 1.77% 8.69% 10.01% 9.80%
ICICI Prudential Retirement Fund - Hybrid Conservative Plan - Growth trend ₹82 0.89% 0.77% 5.92% 11.00% 9.24%
Franklin India Conservative Hybrid Fund A Regular-growth trend ₹204 0.81% 0.16% 5.44% 9.91% 9.06%
DSP Regular Savings Fund Regular-growth trend ₹178 0.75% 0.33% 5.39% 10.37% 9.01%
Canara Robeco Conservative Hybrid Fund Regular-growth trend ₹950 0.23% 0.32% 4.23% 8.75% 8.46%
View More
increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from SBI Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
SBI Conservative Hybrid Fund Direct-growth increase ₹9,799 0.87% 0.82% 4.99% 5.34% 10.79%
SBI Retirement Benefit Fund - Conservative Hybrid Plan Direct - Growth increase ₹284 1.21% -0.35% 4.51% 2.50% 10.76%
SBI Retirement Benefit Fund - Conservative Hybrid Plan Regular - Growth increase ₹284 1.17% -0.48% 4.25% 1.99% 10.19%
SBI Retirement Benefit Fund - Conservative Hybrid Plan Regular-idcw increase ₹284 1.17% -0.48% 4.25% 1.99% 10.19%
SBI Retirement Benefit Fund - Conservative Plan Regular - Growth increase ₹177 1.20% -0.41% 3.01% 3.97% 8.82%
SBI Retirement Benefit Fund - Conservative Plan Direct - Growth increase ₹177 1.23% -0.30% 3.24% 4.44% 9.34%
SBI Retirement Benefit Fund - Conservative Plan Direct-idcw increase ₹177 1.23% -0.30% 3.24% 4.44% 9.34%
SBI Magnum Children's Benefit Fund - Savings Plan Direct increase ₹129 0.59% 0.19% 2.95% 3.49% 12.77%
SBI Magnum Children's Benefit Fund - Savings Plan increase ₹129 0.56% 0.10% 2.76% 3.11% 12.37%
View More
increase growth is based on 1-month returns of the funds

Mutual Fund Calculator

I want to invest Pro Tip
Financial experts suggest that a person should invest 10-15% of their monthly income for long-term financial growth
/Month
I want to invest for Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
Years
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 29
  • 31
  • 32
  • 33
  • 34
  • 36
  • 37
  • 38
  • 39
  • 40
Expected return Pro Tip
Top 25% of investors consistently generate more than 12% return
% Annually
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 30
Total Investment
Wealth Gained
Total Wealth
Start Investing
I want to save
I want to invest for Pro Tip
Financial experts suggest that individuals should ideally invest for a period of 5 to 10 years, or even longer, to maximize the benefits of compounding and navigate market fluctuations effectively
Years
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 29
  • 31
  • 32
  • 33
  • 34
  • 36
  • 37
  • 38
  • 39
  • 40
Expected return Pro Tip
Top 25% of investors consistently generate more than 12% return
% Annually
  • 1
  • 2
  • 3
  • 4
  • 6
  • 7
  • 8
  • 9
  • 11
  • 12
  • 13
  • 14
  • 16
  • 17
  • 18
  • 19
  • 21
  • 22
  • 23
  • 24
  • 26
  • 27
  • 28
  • 30
Total Investment
Wealth Gained
Monthly Investment
Invest Now

Tax Information

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 lakh. Any cess/surcharge is not included. If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 20%. Any cess/surcharge is not included in the 20%.

More Details
You can also get Tax Free Maturity/ Returns? You can also get Tax Free Maturity/ Returns?

Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
Kotak Debt Hybrid Fund Regular-growth trend ₹3,130 ₹58.82 10.53% 10.87% 9.40%
UTI Conservative Hybrid Fund Direct-flexi Idcw trend ₹1,707 ₹50.43 10.75% 11.34% 8.88%
UTI Conservative Hybrid Fund Regular Plan-flexi Idcw trend ₹1,707 ₹45.45 10.08% 10.67% 8.17%
Aditya Birla Sun Life Regular Savings Fund Direct-growth trend ₹1,524 ₹75.69 10.43% 11.89% 9.54%
Canara Robeco Conservative Hybrid Fund Regular-growth trend ₹950 ₹97.44 8.75% 8.46% 7.88%
Nippon India Conservative Hybrid Fund Direct-growth trend ₹899 ₹65.05 10.01% 9.80% 6.40%
Franklin India Conservative Hybrid Fund A Regular-growth trend ₹204 ₹91.37 9.91% 9.06% 7.50%
DSP Regular Savings Fund Regular-growth trend ₹178 ₹59.08 10.37% 9.01% 7.18%
SBI Magnum Children's Benefit Fund - Savings Plan Direct trend ₹129 ₹119.97 12.77% 13.79% 12.34%
ICICI Prudential Retirement Fund - Hybrid Conservative Plan - Growth trend ₹82 ₹17.54 11.00% 9.24% -
View More
Top funds are based on Fund AUM

Detailed Portfolio

Stocks Sector % of Holding Value
Government Of India 35031 Goi 07ot34 6.79 Fv Rs 100Entities3.92%₹384.46 Cr
Tata Power Renewable Energy Limited 7.85 Ncd 19sp34 Fvrs1lacIndustrials3.13%₹306.59 Cr
Aditya Birla Renewables Limited 8.6 Ncd 24sp27 Fvrs1lacEnergy & Utilities3.12%₹305.89 Cr
Infopark Properties Limited Sr I Rr Ncd 19ju39 Fvrs1lacReal Estate3.10%₹303.39 Cr
Bajaj Finance Limited 7.82% Ncd 31jn34 Fvrs1lacFinancial2.61%₹255.98 Cr
State Bank Of India Sr Iii 5.83 Bd 26ot30 Fvrs10lacFinancial2.55%₹249.56 Cr
Lic Housing Finance Ltd Tr 454 7.58 Ncd 23mr35 Fvrs1lacFinancial2.34%₹229.43 Cr
Reliance Industries LtdEnergy & Utilities2.20%₹215.48 Cr
Net ReceivablesUnspecified2.16%₹214.49 Cr
Cholamandalam Investment And Finance Company Limited Sr Sd75 9.05 Ncd 06mr32 Fvrs1lacFinancial2.08%₹203.87 Cr
Tata Communications Limited 7.75 Ncd 29ag26 Fvrs1lacTechnology2.06%₹202.21 Cr
State Development Loan 36215 Bh 16jl35 6.90 Fv Rs 100Unspecified2.04%₹200.14 Cr
Bharti Telecom Limited Sr Xx 8.75 Ncd 05nv28 Fvrs1lacTechnology1.91%₹187.29 Cr
Asian Paints LtdMaterials1.82%₹178.27 Cr
Avanse Financial Services Limited Sr 35 9.40 Ncd 27sp27 Fvrs1lacFinancial1.80%₹176.01 Cr
Godrej Industries Limited Sr 1 7.54 Ncd 04my29 Fvrs1lacDiversified1.78%₹174.69 Cr
Tata Capital Limited Sr D Strpp Ii 8.0980 Ncd 23sp27 Fvrs1lacFinancial1.77%₹173.63 Cr
Tata Projects Limited Sr K 8.20 Ncd 27ap26 Fvrs1lacIndustrials1.70%₹166.21 Cr
Bharti Telecom Limited Sr Xxi 8.75 Ncd 05nv29 Fvrs1lacTechnology1.60%₹157.08 Cr
Government Of India 34238 Goi 22ap64 7.34 Fv Rs 100Entities1.58%₹154.45 Cr
Power Finance Corporation Limited Sr 246b 7.38 Bd 15jn32 Fvrs1lacFinancial1.56%₹153.00 Cr
Mahindra Rural Housing Finance Limited Sr Mrhfldd2023 8.45 Ncd 22jn27 Fvrs1lacFinancial1.56%₹152.53 Cr
Mahanagar Telephone Nigam Limited. Sr Vii B 7.87 Loa 01dc32 Fvrs10lacTechnology1.54%₹150.58 Cr
Ongc Petro Additions Limited Sr Xi 8.37 Ncd 16ju26 Fvrs1lacEnergy & Utilities1.44%₹141.49 Cr
Fullerton India Home Finance Company Limited Sr 23 8.35 Ncd 15my26 Fvrs1lacFinancial1.39%₹136.32 Cr
Icici Bank LtdFinancial1.39%₹136.29 Cr
Ongc Petro Additions Limited Sr Xii 8.29 Ncd 25jn27 Fvrs1lacEnergy & Utilities1.29%₹126.75 Cr
RepoUnspecified1.28%₹125.83 Cr
Biocon LtdHealthcare1.21%₹118.61 Cr
Cube Highways Trust 7.95 Ncd 31mr44 Fvrs1lacIndustrials1.14%₹111.96 Cr
Tata Projects Limited Sr O 8.47 Ncd 20nv26 Fvrs1lacIndustrials1.14%₹111.58 Cr
Axis Bank LtdFinancial1.10%₹107.91 Cr
Torrent Power Limited Sr 11 Tr 11c 8.5 Ncd 07ju33 Fvrs1lacEnergy & Utilities1.08%₹105.95 Cr
Torrent Power Limited Sr 11 Tr 11f 8.5 Ncd 07ju33 Fvrs1lacEnergy & Utilities1.08%₹105.95 Cr
India Grid Trust Sr W 7.88 Ncd 27ap29 Fvrs1lacIndustrials1.05%₹102.97 Cr
Hdfc Asset Management Company LtdFinancial1.05%₹102.83 Cr
Summit Digitel Infrastructure Limited 7.58 Ncd 30ot31 Fvrs1lacTechnology1.04%₹101.97 Cr
Jamnagar Utilities & Power Private Limited Sr Ppd8 7.43 Loa 24ot34 Fvrs1lacIndustrials1.03%₹100.64 Cr
Indian Railway Finance Corporation Limited Sr 190 6.65 Bd 20my30 Fvrs1lacFinancial1.02%₹99.65 Cr
Muthoot Finance Limited 8.85 Ncd 20dc28 Fvrs1lacFinancial1.02%₹99.59 Cr
Punjab National BankFinancial0.99%₹96.95 Cr
Bajaj Finance Limited 7.57 Ncd 03ap30 Fvrs1lacFinancial0.93%₹91.13 Cr
State Bank Of India Sr 2 8.34 Pp Bd Fvrs1crFinancial0.92%₹90.03 Cr
Rbl Bank LtdFinancial0.82%₹80.05 Cr
Aether Industries LtdMaterials0.81%₹79.00 Cr
Cube Highways TrustIndustrials0.80%₹78.60 Cr
Muthoot Finance Limited Sr 35-a Op I 9.09 Ncd 01ju29 Fvrs1lacFinancial0.79%₹77.68 Cr
Government Of India 35396 Goi 30dc31 6.79 Fv Rs 100Entities0.79%₹77.14 Cr
Muthoot Finance Limited 8.78 Ncd 20my27 Fvrs1lacFinancial0.78%₹76.16 Cr
Larsen And Toubro Limited 6.35 Ncd 19ju28 Fvrs1lacIndustrials0.76%₹74.91 Cr
Aditya Birla Capital LtdFinancial0.76%₹74.43 Cr
Grindwell Norton LtdMaterials0.76%₹74.19 Cr
Aadhar Housing Finance Limited 8.5 Ncd 17ag26 Fvrs1lacFinancial0.72%₹70.72 Cr
G R Infraprojects LtdIndustrials0.68%₹67.00 Cr
Graphite India LtdIndustrials0.68%₹66.46 Cr
Gland Pharma LtdHealthcare0.67%₹65.84 Cr
Avanse Financial Services Limited Sr 26 Rr Ncd 29my26 Fvrs1lacFinancial0.67%₹65.42 Cr
Shree Cement LtdMaterials0.63%₹61.62 Cr
Page Industries LtdConsumer Discretionary0.62%₹60.74 Cr
Mahanagar Telephone Nigam Limited. Sr Viia 8 Loa 15nv32 Fvrs10lacTechnology0.62%₹60.66 Cr
Godrej Properties Limited Sr A 8.15 Loa 03jl26 Fvrs1lacReal Estate0.62%₹60.65 Cr
Max Financial Services LtdFinancial0.61%₹60.06 Cr
Escorts Kubota LtdIndustrials0.60%₹58.79 Cr
Punjab National Bank Sr Xix 8.59 Pp Bd Fvrs1crFinancial0.57%₹55.59 Cr
Balrampur Chini Mills LtdConsumer Staples0.56%₹54.51 Cr
Jubilant Foodworks LtdConsumer Discretionary0.56%₹54.41 Cr
Pipeline Infrastructure Limited Sr 3 7.96 Ncd 11mr29 Fvrs1lacIndustrials0.53%₹52.05 Cr
Bajaj Housing Finance Limited 7.89 Ncd 14jl34 Fvrs1lacFinancial0.53%₹51.82 Cr
India Grid Trust Sr X 7.88 Ncd 30ap29 Fvrs1lacIndustrials0.53%₹51.49 Cr
Bajaj Housing Finance Limited 7.80 Ncd 09fb34 Fvrs1lacFinancial0.53%₹51.45 Cr
Small Industries Development Bank Of India Sr Ii 7.47 Bd 05sp29 Fvrs1lacFinancial0.52%₹51.23 Cr
Finolex Industries LtdIndustrials0.52%₹51.07 Cr
Avanti Feeds LtdConsumer Staples0.51%₹50.40 Cr
Godrej Consumer Products LtdConsumer Staples0.51%₹50.11 Cr
Godrej Seeds & Genetics Limited Sr 1 Strpp 7.68 Ncd 28jn28 Fvrs1lacConsumer Staples0.51%₹49.90 Cr
Godrej Seeds & Genetics Limited Sr 2 Strpp 7.68 Ncd 28ap28 Fvrs1lacConsumer Staples0.51%₹49.88 Cr
Godrej Seeds & Genetics Limited Sr 4 Strpp 7.68 Ncd 27ot28 Fvrs1lacConsumer Staples0.51%₹49.85 Cr
Godrej Seeds & Genetics Limited Sr 3 Strpp 7.68 Ncd 28jl28 Fvrs1lacConsumer Staples0.51%₹49.85 Cr
Godrej Industries Limited Sr I 8.36 Ncd 28ag26 Fvrs1lacDiversified0.47%₹45.63 Cr
Aptus Value Housing Finance India LtdFinancial0.46%₹44.93 Cr
Carborundum Universal LtdMaterials0.45%₹43.74 Cr
Hatsun Agro Products LtdConsumer Staples0.37%₹36.40 Cr
Nuvoco Vistas Corp LtdMaterials0.33%₹32.32 Cr
Union Bank Of India Sr Xxxv 8.69 Bd Perpetual Fvrs1crFinancial0.31%₹30.64 Cr
Bank Of Baroda Sr Xxvii 7.41 Bd 28nv39 Fvrs1crFinancial0.31%₹30.33 Cr
Others Class A2 AifUnspecified0.29%₹28.09 Cr
Lic Housing Finance Limited Tr 437 7.69 Ncd 06fb34 Fvfrs1lacFinancial0.26%₹25.59 Cr
Muthoot Finance Limited Sr 27 A Op I 8.43 Ncd 31jl26 Fvrs1lacFinancial0.26%₹25.24 Cr
Government Of India 34733 Goi 05ag54 7.09 Fv Rs 100Entities0.26%₹25.19 Cr
State Development Loan 35765 Har 26mr39 7.08 Fv Rs 100Unspecified0.26%₹25.00 Cr
Sheela Foam LtdConsumer Discretionary0.22%₹21.08 Cr
Sundram Fasteners LtdIndustrials0.20%₹19.70 Cr
Garware Technical Fibres LtdConsumer Discretionary0.20%₹19.32 Cr
Indian Energy Exchange LtdFinancial0.17%₹16.74 Cr
Icici Lombard General Insurance Company LtdFinancial0.13%₹13.16 Cr
Craftsman Automation LtdConsumer Discretionary0.10%₹10.28 Cr
Thangamayil Jewellery LtdConsumer Discretionary0.09%₹8.97 Cr
Chemplast Sanmar LtdMaterials0.08%₹8.23 Cr
Bandhan Bank LtdFinancial0.08%₹7.90 Cr
State Development Loan 33710 Raj 06dc33 7.74 Fv Rs 100Unspecified0.03%₹3.24 Cr
Zf Commercial Vehicle Control Systems India LtdConsumer Discretionary0.03%₹2.49 Cr
Sagar Cements LtdMaterials0.02%₹1.56 Cr
View More

Top Hybrid Funds

increase growth is based on 5Y returns of the funds

Frequently Asked Questions

SBI Conservative Hybrid Fund-growth

What is the current AUM of SBI Conservative Hybrid Fund-growth?

As of Thu Jul 31, 2025, SBI Conservative Hybrid Fund-growth manages assets worth ₹9,799.1 crore

How has SBI Conservative Hybrid Fund-growth performed recently?

  • 3 Months: 1.39%
  • 6 Months: 6.63%

What is the long-term performance of SBI Conservative Hybrid Fund-growth?

  • 3 Years CAGR: 9.91%
  • 5 Years CAGR: 11.02%
  • Since Inception: 8.46%

What is the portfolio composition of SBI Conservative Hybrid Fund-growth?

Equity: 22.99%, Debt: 72.77%, Others: 3.44%.

Who manages SBI Conservative Hybrid Fund-growth?

SBI Conservative Hybrid Fund-growth is managed by Mansi Sajeja from SBI Mutual Fund.

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

Large Cap: 17.70%, Mid Cap: 36.49%, Small Cap: 17.49%.

Which are the top companies SBI Conservative Hybrid Fund-growth has invested in?

  • GOVERNMENT OF INDIA 35031 GOI 07OT34 6.79 FV RS 100 – 3.92% of the fund's portfolio
  • TATA POWER RENEWABLE ENERGY LIMITED 7.85 NCD 19SP34 FVRS1LAC – 3.13% of the fund's portfolio
  • ADITYA BIRLA RENEWABLES LIMITED 8.6 NCD 24SP27 FVRS1LAC – 3.12% of the fund's portfolio
  • INFOPARK PROPERTIES LIMITED SR I RR NCD 19JU39 FVRS1LAC – 3.10% of the fund's portfolio
  • BAJAJ FINANCE LIMITED 7.82% NCD 31JN34 FVRS1LAC – 2.61% of the fund's portfolio

Which are the major sectors SBI Conservative Hybrid Fund-growth focuses on?

  • Financial – 35.36% of the fund's portfolio
  • Industrials – 14.49% of the fund's portfolio
  • Energy & Utilities – 10.21% of the fund's portfolio
  • Technology – 8.77% of the fund's portfolio
  • Entities – 6.55% of the fund's portfolio
View more FAQ's

Policybazaar does not endorse rates/returns or recommend any particular insurer, fund house, AMC (Asset Management Company), insurance and mutual fund product.

Please consult your financial advisor for an informed decision.

Past performance may not be indicative of future results.

The information presented on this page is not owned or generated by Policybazaar. The data has been collected from publicly available sources and online research. We do not claim any ownership or guarantee the accuracy, completeness, or timeliness of this information. It is shared solely for the informational purpose of the viewer and should not be considered as financial advice.

Policybazaar is not acting as a financial advisor, broker, or agent for any mutual fund mentioned here.

Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.

Policybazaar shall not be held responsible or liable for any losses, damages, or decisions made based on the information provided on this page.

For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product. For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product.

For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.

Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved

^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.

Close
Download the Policybazaar app
to manage all your insurance needs.
INSTALL
Claude
top

Become a Crorepati

Invest ₹10K/Month & Get ₹1 Crore# Returns

Mobile +91
*T&C Applied.