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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹275 Cr
Lock In Period
5 Years
Expense Ratio
1.67
Benchmark
CRISIL Hybrid 65+35 - Conservative Index
Exit Load
Nil
Summary
Latest details for SBI Retirement Benefit Fund - Conservative Hybrid Plan Growth include a ₹15.2681 NAV as of Mar 11,2026 and returns since inception of 29.38%. Minimum investments start at SIP ₹500. The SBI Retirement Benefit Fund - Conservative Hybrid Plan Growth AUM is ₹275 Cr, with a lock-in of 5 Years years, expense ratio of 1.67%, and benchmark CRISIL Hybrid 65+35 - Conservative Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded -2.13% returns, against a category average of -1.08% and a category best of 297.26%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -2.13 | -1.08 | 297.26 |
| 6M | -0.73 | 1.90 | 315.31 |
| 1Y | 5.23 | 5.91 | 339.02 |
| 3Y | 8.97 | 13.08 | 55.84 |
Portfolio Analysis
- Equity: 39.84%
- Debt: 60.16%
- Others
As on: 2026-02-15
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About Fund
SBI Retirement Benefit Fund - Conservative Hybrid Plan Growth managed by SBI Mutual Fund,is a Debt - Hybridscheme with Assets Under Management of ₹275 Crore. The fund benchmarks its performance against the CRISIL Hybrid 65+35 - Conservative Index while maintaining an expense ratio of 1.67. Under the expert guidance of Rohit Shimpi ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundSBI Dual Advantage Fund - Series XXX Growth | 0 | 506.1 CR | 1.09 |
| This FundSBI Retirement Benefit Fund - Conservative Hybrid Plan Growth | 0 | 274.53 CR | 1.67 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSBI Dual Advantage Fund - Series XXX Growth | 7.8366 | 28.9977 |
| This FundSBI Retirement Benefit Fund - Conservative Hybrid Plan Growth | 5.2251 | 29.383 |
FAQs
SBI Retirement Benefit Fund - Conservative Hybrid Plan Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of SBI Retirement Benefit Fund - Conservative Hybrid Plan Growth is 1.67. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
SBI Retirement Benefit Fund - Conservative Hybrid Plan Growth’s fund performance is as follows:
- 1 Month : -2.13%
- 6 Months : -0.73%
- 1 Year : 5.23%
- 3 Years : 8.97%
You can invest in SBI Retirement Benefit Fund - Conservative Hybrid Plan Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of SBI Retirement Benefit Fund - Conservative Hybrid Plan Growth is ₹275 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in SBI Retirement Benefit Fund - Conservative Hybrid Plan Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500