DA
Dinesh AhujaFund Manager Since 17 Feb 2021
AllocationRetirement
SBI Retirement Benefit Fund - Conservative Hybrid Plan Direct Growth
3Y Annualised
9.15%
-0.55% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-2.98%
-0.55% 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 11 months
NIFTY 50
6 years 3 months
FD
9 years 7 months
Fund info
Fund size
₹269.17 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
Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Direct Growth
0.41%
2nd
Aditya Birla Sun Life Retirement Fund - The 50s Pls - Dbt Pln Direct Pyt of Inc Dis cum Cap Wdrl
0.41%
3rd
Aditya Birla Sun Life Retirement Fund - The 50s Pls - Dbt Pln Direct Reinvst of Inc Dis cum Cap Wdrl
0.41%
4th
ICICI Prudential Retirement Fund Pure Debt Plan Direct Growth
0.37%
5th
ICICI Prudential Retirement Fund Pure Debt Plan Direct Payout of Income Dist cum Cap Wdrl
0.37%
42nd
SBI Retirement Benefit Fund - Conservative Hybrid Plan Direct Growth
-2.98%
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 ₹269.17 Cr worth of assets under management (AUM) as of Sat Mar 14 2026. The latest Net Asset Value (NAV) of SBI Retirement Benefit Fund - Conservative Hybrid Plan Direct Growth as of Fri Mar 13 2026 is ₹15.5114. 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 4.60%. Since launch, it has delivered 9.14% 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.
- 6.90% Gs 2065: 10.44%
- Goi Floating Rate Bond 2031: 9.55%
- Bharat Sanchar Nigam Limited: 3.78%
- 7.09% Gs 2074: 3.56%
- HDFC Bank Ltd: 3.17%
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
