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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)

₹255 Cr

Lock In Period

5 Years

Expense Ratio

1.67

Exit Load

Nil

Benchmark

CRISIL Hybrid 65+35 - Conservative Index

SBI Retirement Benefit Fund - Conservative Hybrid Plan Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.50-0.76297.26
6M0.441.38315.31
1Y1.313.70339.02
3Y7.6011.2455.84

Portfolio Analysis

  • Equity: 39.26%
  • Debt: 60.74%
  • Others
As on: 2026-06-15
View allocation % by

1. HDFC Bank Ltd.2.93%
2. ICICI Bank Ltd.2.26%
3. Axis Bank Ltd.1.32%
4. Kotak Mahindra Bank Ltd.1.12%

1. Ultratech Cement Ltd.1.19%
2. JSW Cement Ltd.0.78%

1. Larsen & Toubro Ltd.1.82%

1. State Bank of India1.54%

1. Maruti Suzuki India Ltd.1.53%

1. Timken India Ltd.0.80%
2. Schaeffler India Ltd.0.67%

1. The Indian Hotels Company Ltd.0.57%
2. Jubilant Foodworks Ltd.0.52%
3. Brigade Hotel Ventures Ltd.0.35%

1. Infosys Ltd.1.01%
2. LTM Ltd.0.38%

1. Oberoi Realty Ltd.0.49%
2. Godrej Properties Ltd.0.42%
3. DLF Ltd.0.42%

1. Asian Paints Ltd.0.68%
2. Berger Paints India Ltd.0.53%

1. Reliance Industries Ltd.1.15%

1. Grindwell Norton Ltd.0.74%
2. Carborundum Universal Ltd.0.39%

1. Thermax Ltd.0.73%
2. Pitti Engineering Ltd.0.32%

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 ₹255 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.

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
Nippon India Dual Advantage Fixed Tenure Fund IX - Plan C Growth045.87 CR2.25
SBI Retirement Benefit Fund - Conservative Hybrid Plan Growth0254.64 CR1.67
Fund Name1Y3Y
This FundNippon India Dual Advantage Fixed Tenure Fund IX - Plan C Growth7.87924.515
This FundSBI Retirement Benefit Fund - Conservative Hybrid Plan Growth1.312624.5726

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 1.67. 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 : 3.50%
  • 6 Months : 0.44%
  • 1 Year : 1.31%
  • 3 Years : 7.60%
Returns of SBI Retirement Benefit Fund - Conservative Hybrid Plan Growth are updated daily based on NAV of ₹ 15.8572 as on Jul 03,2026. Since inception, the return has been 24.57%.

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 ₹255 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.