DA
Dinesh AhujaFund Manager Since 17 Feb 2021
AllocationRetirement
SBI Retirement Benefit Fund - Conservative Hybrid Plan Direct Growth
3Y Annualised
9.88%
-0.19% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
0.16%
-0.19% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
7 years 4 months
NIFTY 50
5 years 3 months
FD
9 years 7 months
Fund info
Fund size
₹280.02 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹5000
Exit load
0%
Nil
Risk Profile
Moderately High risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Union Retirement Fund Direct Payout Inc Dist cum Cap Wdrl
3.06%
2nd
Union Retirement Fund Direct Growth
3.06%
3rd
Union Retirement Fund Regular Payout Inc Dist cum Cap Wdrl
2.96%
4th
Union Retirement Fund Regular Growth
2.96%
5th
Nippon India Retirement Fund - Wealth Creation Scheme - Direct Growth
2.33%
98th
SBI Retirement Benefit Fund - Conservative Hybrid Plan Direct Growth
0.16%
Fund Managers
RS
Rohit ShimpiFund Manager Since 31 Oct 2021
MJ
Mohit JainFund Manager Since 31 Oct 2021
AB
Ardhendu BhattacharyaFund Manager Since 1 Jul 2021
About SBI Retirement Benefit Fund - Conservative Hybrid Plan Direct Growth
SBI Retirement Benefit Fund - Conservative Hybrid Plan Direct Growth is a Allocation mutual fund scheme from SBI Funds Management Ltd. This fund has been in existence for 4 years, having been launched on 2021-02-17. SBI Retirement Benefit Fund - Conservative Hybrid Plan Direct Growth has ₹280.02 Cr worth of assets under management (AUM) as of Fri Feb 13 2026. The latest Net Asset Value (NAV) of SBI Retirement Benefit Fund - Conservative Hybrid Plan Direct Growth as of Thu Feb 12 2026 is ₹16.1367. The fund has an expense ratio of 1.16%, which is medium comparable to most other Allocation funds.
SBI Retirement Benefit Fund - Conservative Hybrid Plan Direct Growth returns for the last 1 year are 6.85%. Since launch, it has delivered 9.95% average annual returns.
The SBI Retirement Benefit Fund - Conservative Hybrid Plan Direct Growth has the majority of its money invested in null, Financial Services, Energy sectors.
Top 5 Holdings of SBI Retirement Benefit Fund - Conservative Hybrid Plan Direct Growth.
- 6.48% Gs 2035: 14.07%
- 6.90% Gs 2065: 10.02%
- Goi Floating Rate Bond 2031: 9.14%
- Bharat Sanchar Nigam Limited: 3.63%
- HDFC Bank Ltd: 3.29%
AMC Information
| Name | SBI Funds Management Ltd |
|---|---|
| Founding Date | 2021-02-17 |
| partnerforlife@sbimf.com | |
| Phone | 022 - 61793000 |
| Website | www.sbimf.com |
| Address | 9th Floor, Crescenzo,,C-38 & 39, G Block, Bandra Kurla Complex,,Bandra (East), Mumbai |
Tax Implications of SBI Retirement Benefit Fund - Conservative Hybrid Plan Direct Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
