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)

₹141 Cr

Lock In Period

5 Years

Expense Ratio

1.43

Exit Load

Nil

Benchmark

CRISIL Hybrid 85+15 - Conservative Index

SBI Retirement Benefit Fund - Conservative Plan Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.51-0.931.53
6M2.574.3011.03
1Y2.995.4811.83
3Y6.1520.5031.31

Portfolio Analysis

  • Equity: 19.31%
  • Debt: 80.69%
  • Others
As on: 2026-08-15
View allocation % by

1. HDFC Bank Ltd.1.24%
2. ICICI Bank Ltd.1.22%
3. Axis Bank Ltd.0.50%
4. Kotak Mahindra Bank Ltd.0.47%

1. Anthem Biosciences Ltd.0.41%
2. Divi's Laboratories Ltd.0.35%
3. Sudeep Pharma Ltd.0.30%
4. Biocon Ltd.0.18%
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About Fund SBI Retirement Benefit Fund - Conservative Plan Growth

SBI Retirement Benefit Fund - Conservative Plan Growth managed by SBI Mutual Fund,is a Conservative Fundsscheme with Assets Under Management of ₹141 Crore. The fund benchmarks its performance against the CRISIL Hybrid 85+15 - Conservative Index while maintaining an expense ratio of 1.43. 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
LIC MF Conservative Hybrid Fund Growth047 CR2.11
Bank of India Conservative Hybrid Fund Growth065 CR2.25
SBI Retirement Benefit Fund - Conservative Plan Growth0141 CR1.43
Baroda Conservative Hybrid Fund Growth029 CR2.13
Parag Parikh Conservative Hybrid Fund Growth53,481 CR0.65
Fund Name1Y3Y
This FundLIC MF Conservative Hybrid Fund Growth3.899418.348
This FundBank of India Conservative Hybrid Fund Growth2.932718.4139
This FundSBI Retirement Benefit Fund - Conservative Plan Growth2.986719.6042
This FundBaroda Conservative Hybrid Fund Growth3.44429.577
This FundParag Parikh Conservative Hybrid Fund Growth5.421130.1046

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 1.43. 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 : -0.51%
  • 6 Months : 2.57%
  • 1 Year : 2.99%
  • 3 Years : 6.15%
Returns of SBI Retirement Benefit Fund - Conservative Plan Growth are updated daily based on NAV of ₹ 14.6131 as on Sep 11,2026. Since inception, the return has been 19.60%.

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 ₹141 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.