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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹166 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 ₹14.2843 NAV as of Mar 04,2026 and returns since inception of 26.57%. Minimum investments start at SIP ₹500. The SBI Retirement Benefit Fund - Conservative Plan Growth AUM is ₹166 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 0.97% returns, against a category average of -1.02% and a category best of 297.26%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.97 | -1.02 | 297.26 |
| 6M | 1.54 | 1.00 | 315.31 |
| 1Y | 6.33 | 3.63 | 339.02 |
| 3Y | 8.17 | 9.89 | 55.84 |
Portfolio Analysis
- Equity: 19.91%
- Debt: 80.09%
- Others
As on: 2026-02-15
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About Fund
SBI Retirement Benefit Fund - Conservative Plan Growth managed by SBI Mutual Fund,is a Debt - Hybridscheme with Assets Under Management of ₹166 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundICICI Prudential Capital Protection Oriented Fund XIV - PlanA 1275 D Growth | 0 | 524.04 CR | 1.12 |
| This FundSBI Retirement Benefit Fund - Conservative Plan Growth | 0 | 165.65 CR | 1.38 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundICICI Prudential Capital Protection Oriented Fund XIV - PlanA 1275 D Growth | 3.0728 | 26.5511 |
| This FundSBI Retirement Benefit Fund - Conservative Plan Growth | 6.3255 | 26.5657 |
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 : 0.97%
- 6 Months : 1.54%
- 1 Year : 6.33%
- 3 Years : 8.17%
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 ₹166 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