SBI Retirement Benefit Fund - Conservative Hybrid Plan Growth Return

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  • 1Y
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  • 5Y
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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)

₹256 Cr

Lock In Period

5 Years

Expense Ratio

1.76

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(%)
1M0.950.5145.53
6M2.152.4711.03
1Y4.195.9214.16
3Y7.5614.8935.65

Portfolio Analysis

  • Equity: 39.51%
  • Debt: 60.49%
  • Others
As on: 2026-07-15
View allocation % by

1. HDFC Bank Ltd.3.06%
2. ICICI Bank Ltd.2.41%
3. Axis Bank Ltd.1.26%
4. Kotak Mahindra Bank Ltd.1.04%

1. Ultratech Cement Ltd.1.23%
2. JSW Cement Ltd.0.84%

1. Urban Company Ltd.0.95%
2. Central Depository Services (I) Ltd.0.78%

1. Anthem Biosciences Ltd.0.71%
2. Divi's Laboratories Ltd.0.54%
3. Biocon Ltd.0.46%

1. Larsen & Toubro Ltd.1.64%

1. State Bank of India1.55%

1. Oberoi Realty Ltd.0.55%
2. Godrej Properties Ltd.0.50%
3. DLF Ltd.0.45%

1. The Indian Hotels Company Ltd.0.61%
2. Jubilant Foodworks Ltd.0.53%
3. Brigade Hotel Ventures Ltd.0.34%

1. Maruti Suzuki India Ltd.1.41%

1. Timken India Ltd.0.72%
2. Schaeffler India Ltd.0.69%

1. Infosys Ltd.0.95%
2. LTM Ltd.0.40%

1. Asian Paints Ltd.0.66%
2. Berger Paints India Ltd.0.50%

1. Grindwell Norton Ltd.0.75%
2. Carborundum Universal Ltd.0.39%

1. Bajaj Finance Ltd.1.04%
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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 Conservative Fundsscheme with Assets Under Management of ₹256 Crore. The fund benchmarks its performance against the CRISIL Hybrid 65+35 - Conservative Index while maintaining an expense ratio of 1.76. 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
Indiabulls Savings Income Fund Growth010 CR2
Canara Robeco Conservative Hybrid Fund Growth2868 CR1.88
SBI Retirement Benefit Fund - Conservative Hybrid Plan Growth0255 CR1.76
HSBC Conservative Hybrid Fund Growth0153 CR2.17
Parag Parikh Conservative Hybrid Fund Growth53,473 CR0.65
Fund Name1Y3Y
This FundIndiabulls Savings Income Fund Growth14.160822.4475
This FundCanara Robeco Conservative Hybrid Fund Growth3.529823.6862
This FundSBI Retirement Benefit Fund - Conservative Hybrid Plan Growth4.185324.4336
This FundHSBC Conservative Hybrid Fund Growth4.266829.7492
This FundParag Parikh Conservative Hybrid Fund Growth5.49434.4194

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 1.76. 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 : 0.95%
  • 6 Months : 2.15%
  • 1 Year : 4.19%
  • 3 Years : 7.56%
Returns of SBI Retirement Benefit Fund - Conservative Hybrid Plan Growth are updated daily based on NAV of ₹ 15.9931 as on Aug 13,2026. Since inception, the return has been 24.43%.

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 ₹256 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.