SBI Retirement Benefit Fund - Conservative Hybrid Plan Growth Return
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Showing Funds Performance since Sep 07, 2020
SBI Retirement Benefit Fund - Conservative Hybrid Plan Growth Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹252 Cr
Lock In Period
5 Years
Expense Ratio
1.71
Exit Load
Nil
Benchmark
CRISIL Hybrid 65+35 - Conservative Index
Summary
SBI Retirement Benefit Fund - Conservative Hybrid Plan Growth NAV is ₹15.3064 as of 6 Jun, 2026. SBI Retirement Benefit Fund - Conservative Hybrid Plan Growth has delivered 22.09% returns since its launch. The minimum SIP investment amount in SBI Retirement Benefit Fund - Conservative Hybrid Plan Growth is ₹500. The AUM of SBI Retirement Benefit Fund - Conservative Hybrid Plan Growth is ₹252 Cr. The expense ratio of the fund is 1.71%, and its benchmark is CRISIL Hybrid 65+35 - Conservative Index. The current exit load of the fund is Nil. In the last 1M months, SBI Retirement Benefit Fund - Conservative Hybrid Plan Growth has delivered -0.57% returns.
SBI Retirement Benefit Fund - Conservative Hybrid Plan Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -0.57 | -0.18 | 297.26 |
| 6M | -2.44 | 1.82 | 315.31 |
| 1Y | -1.55 | 4.52 | 339.02 |
| 3Y | 6.88 | 12.50 | 55.84 |
Portfolio Analysis
- Equity: 39.18%
- Debt: 60.82%
- Others
As on: 2026-05-15
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About Fund SBI Retirement Benefit Fund - Conservative Hybrid Plan Growth
SBI Retirement Benefit Fund - Conservative Hybrid Plan Growth managed by SBI Mutual Fund,is a Debt - Hybridscheme with Assets Under Management of ₹252 Crore. The fund benchmarks its performance against the CRISIL Hybrid 65+35 - Conservative Index while maintaining an expense ratio of 1.71. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Nippon India Dual Advantage Fixed Tenure Fund IX - Plan D Growth | 0 | 167.52 CR | 0.9 |
| Sundaram Capital Protection Oriented Fund - 5 Years - Series 7 Growth | 0 | 107.25 CR | 1.15 |
| SBI Retirement Benefit Fund - Conservative Hybrid Plan Growth | 0 | 252.35 CR | 1.71 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundNippon India Dual Advantage Fixed Tenure Fund IX - Plan D Growth | 6.8331 | 21.8853 |
| This FundSundaram Capital Protection Oriented Fund - 5 Years - Series 7 Growth | 6.8701 | 22.0199 |
| This FundSBI Retirement Benefit Fund - Conservative Hybrid Plan Growth | -1.5516 | 22.0861 |
SBI Retirement Benefit Fund - Conservative Hybrid Plan Growth 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 1.71. 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 : -0.57%
- 6 Months : -2.44%
- 1 Year : -1.55%
- 3 Years : 6.88%
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 ₹252 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.
