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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹150 Cr

Lock In Period

5 Years

Expense Ratio

1.38

Benchmark

CRISIL Hybrid 85+15 - Conservative Index

Exit Load

Nil

Summary

Latest details for SBI Retirement Benefit Fund - Conservative Plan Growth include a ₹14.3423 NAV as of Apr 22,2026 and returns since inception of 24.09%. Minimum investments start at SIP ₹500. The SBI Retirement Benefit Fund - Conservative Plan Growth AUM is ₹150 Cr, with a lock-in of 5 Years years, expense ratio of 1.38%, and benchmark CRISIL Hybrid 85+15 - Conservative Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 1.96% returns, against a category average of 1.06% and a category best of 297.26%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.961.06297.26
6M-0.611.90315.31
1Y1.745.70339.02
3Y7.4614.1055.84

Portfolio Analysis

  • Equity: 19.19%
  • Debt: 80.81%
  • Others
As on: 2026-03-31
View allocation % by

1. HDFC Bank Ltd.1.40%
2. ICICI Bank Ltd.1.14%
3. Axis Bank Ltd.0.55%
4. Kotak Mahindra Bank Ltd.0.50%

1. Reliance Industries Ltd.1.22%

About Fund

SBI Retirement Benefit Fund - Conservative Plan Growth managed by SBI Mutual Fund,is a Debt - Hybridscheme with Assets Under Management of ₹150 Crore. The fund benchmarks its performance against the CRISIL Hybrid 85+15 - Conservative Index while maintaining an expense ratio of 1.38. 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.

Fund Managers

Rohit Shimpi

Mr. Rohit Shimpi is a B. Com., PGDBM (Finance), CFA. Prior to joining SBI Mutaul Fund, he has worked with CNBC TV18, JP Morgan’s offshore research centre and HDFC Standard Life Insurance.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundSBI Capital Protection Oriented Fund - Series A (Plan 3) Growth0129.45 CR1.09
This FundSBI Retirement Benefit Fund - Conservative Plan Growth0150.06 CR1.38
Fund Name1Y3Y
This FundSBI Capital Protection Oriented Fund - Series A (Plan 3) Growth3.502424.0489
This FundSBI Retirement Benefit Fund - Conservative Plan Growth1.736824.0896

FAQs

SBI Retirement Benefit Fund - Conservative 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 Plan Growth is 1.38. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

SBI Retirement Benefit Fund - Conservative Plan Growth’s fund performance is as follows:
  • 1 Month : 1.96%
  • 6 Months : -0.61%
  • 1 Year : 1.74%
  • 3 Years : 7.46%
Returns of SBI Retirement Benefit Fund - Conservative Plan Growth are updated daily based on NAV of ₹ 14.3423 as on Apr 22,2026. Since inception, the return has been 24.09%.

You can invest in SBI Retirement Benefit Fund - Conservative 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 Plan Growth is ₹150 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in SBI Retirement Benefit Fund - Conservative 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