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SBI Retirement Benefit Fund - Conservative Plan Growth Return

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Showing Funds Performance since Sep 07, 2020

SBI Retirement Benefit Fund - Conservative Plan Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹145 Cr

Lock In Period

5 Years

Expense Ratio

1.38

Exit Load

Nil

Benchmark

CRISIL Hybrid 85+15 - Conservative Index

Summary

SBI Retirement Benefit Fund - Conservative Plan Growth NAV is ₹14.4751 as of 23 Jun, 2026. SBI Retirement Benefit Fund - Conservative Plan Growth has delivered 21.32% returns since its launch. The minimum SIP investment amount in SBI Retirement Benefit Fund - Conservative Plan Growth is ₹500. The AUM of SBI Retirement Benefit Fund - Conservative Plan Growth is ₹145 Cr. The expense ratio of the fund is 1.38%, and its benchmark is CRISIL Hybrid 85+15 - Conservative Index. The current exit load of the fund is Nil. In the last 1M months, SBI Retirement Benefit Fund - Conservative Plan Growth has delivered 2.66% returns.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.66-0.01297.26
6M0.921.48315.31
1Y1.253.88339.02
3Y6.6512.2555.84

Portfolio Analysis

  • Equity: 19.30%
  • Debt: 80.70%
  • Others
As on: 2026-05-31
View allocation % by

1. HDFC Bank Ltd.1.44%
2. ICICI Bank Ltd.1.14%
3. Axis Bank Ltd.0.62%
4. Kotak Mahindra Bank Ltd.0.54%

1. Reliance Industries Ltd.1.05%

About Fund SBI Retirement Benefit Fund - Conservative Plan Growth

SBI Retirement Benefit Fund - Conservative Plan Growth managed by SBI Mutual Fund,is a Debt - Hybridscheme with Assets Under Management of ₹145 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.

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
UTI Capital Protection Oriented Scheme Series IX-III Growth084.34 CR1.08
SBI Retirement Benefit Fund - Conservative Plan Growth0144.96 CR1.38
Fund Name1Y3Y
This FundUTI Capital Protection Oriented Scheme Series IX-III Growth6.210921.29
This FundSBI Retirement Benefit Fund - Conservative Plan Growth1.245221.3227

SBI Retirement Benefit Fund - Conservative Plan Growth 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 : 2.66%
  • 6 Months : 0.92%
  • 1 Year : 1.25%
  • 3 Years : 6.65%
Returns of SBI Retirement Benefit Fund - Conservative Plan Growth are updated daily based on NAV of ₹ 14.4751 as on Jun 19,2026. Since inception, the return has been 21.32%.

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 ₹145 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.