DA
Dinesh AhujaFund Manager Since 17 Feb 2021
AllocationRetirement
SBI Retirement Benefit Fund - Conservative Hybrid Plan Direct Growth
3Y Annualised
6.92%
-0.33% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-0.68%
-0.33% 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
10 years 4 months
NIFTY 50
10 years 8 months
FD
9 years 7 months
Fund info
Fund size
₹255.56 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
Tata Retirement Savings Moderate Fund Direct Plan Growth
0.08%
2nd
Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Direct Growth
-0.01%
3rd
Aditya Birla Sun Life Retirement Fund - The 50s Pls - Dbt Pln Direct Reinvst of Inc Dis cum Cap Wdrl
-0.01%
4th
Aditya Birla Sun Life Retirement Fund - The 50s Pls - Dbt Pln Direct Pyt of Inc Dis cum Cap Wdrl
-0.01%
5th
Tata Retirement Savings Moderate Fund Growth
-0.04%
31st
SBI Retirement Benefit Fund - Conservative Hybrid Plan Direct Growth
-0.68%
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 5 years, having been launched on 2021-02-17. SBI Retirement Benefit Fund - Conservative Hybrid Plan Direct Growth has ₹255.56 Cr worth of assets under management (AUM) as of Thu Sep 10 2026. The latest Net Asset Value (NAV) of SBI Retirement Benefit Fund - Conservative Hybrid Plan Direct Growth as of Wed Sep 09 2026 is ₹16.3832. The fund has an expense ratio of 1.24%, 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 3.31%. Since launch, it has delivered 9.18% average annual returns.
The SBI Retirement Benefit Fund - Conservative Hybrid Plan Direct Growth has the majority of its money invested in null, Financial Services sectors.
Top 5 Holdings of SBI Retirement Benefit Fund - Conservative Hybrid Plan Direct Growth.
- 6.64% Govt Stock 2031: 10.11%
- Deutsche Bank AG: 9.81%
- Tamil Nadu (Government of) 7.74%: 7.90%
- Bharat Sanchar Nigam Limited: 3.90%
- National Bank For Agriculture And Rural Development: 3.90%
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. |
Similar Funds from SBI Funds Management Ltd
SBI PSU Regular Growth
EquityEquity - Other
3Y CAGR
18.65%
expense ratio
1.87%
fund size
₹6678.32 Cr
SBI Infrastructure Fund Direct Growth
EquityEquity - Infrastructure
3Y CAGR
13.29%
expense ratio
1.14%
fund size
₹4930.87 Cr
SBI Children's Benefit Fund Direct Growth
AllocationChildren
3Y CAGR
11.81%
expense ratio
0.93%
fund size
₹146.48 Cr
SBI Flexicap Fund Regular Growth
EquityFlexi Cap
3Y CAGR
7.57%
expense ratio
2.07%
fund size
₹22896.62 Cr
SBI S&P BSE Sensex ETF
EquityLarge-Cap
3Y CAGR
5.07%
expense ratio
0.05%
fund size
₹122953.50 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
