Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹162 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 ₹14.1032 NAV as of Mar 13,2026 and returns since inception of 25.01%. Minimum investments start at SIP ₹500. The SBI Retirement Benefit Fund - Conservative Plan Growth AUM is ₹162 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 -1.42% returns, against a category average of -1.95% and a category best of 297.26%.
Calculate Returns
You would have got
Your Investment Amount
- 1
- 2
- 3
- 4
- 5
Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -1.42 | -1.95 | 297.26 |
| 6M | -0.30 | 0.99 | 315.31 |
| 1Y | 4.10 | 4.86 | 339.02 |
| 3Y | 7.72 | 11.98 | 55.84 |
Portfolio Analysis
- Equity: 19.91%
- Debt: 80.09%
- Others
As on: 2026-02-15
View allocation % by
About Fund
SBI Retirement Benefit Fund - Conservative Plan Growth managed by SBI Mutual Fund,is a Debt - Hybridscheme with Assets Under Management of ₹162 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 FundNippon India Retirement Fund - Income Generation Scheme Growth | 0 | 145.54 CR | 2.09 |
| This FundSBI Retirement Benefit Fund - Conservative Plan Growth | 0 | 162.07 CR | 1.38 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundNippon India Retirement Fund - Income Generation Scheme Growth | 3.2583 | 24.9848 |
| This FundSBI Retirement Benefit Fund - Conservative Plan Growth | 4.1038 | 25.0088 |
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 : -1.42%
- 6 Months : -0.30%
- 1 Year : 4.10%
- 3 Years : 7.72%
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 ₹162 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