DA
Dinesh AhujaFund Manager Since 17 Feb 2021
AllocationRetirement
SBI Retirement Benefit Fund - Conservative Plan Direct Growth
3Y Annualised
8.63%
0.28% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
0.38%
0.28% 1D
Benchmark
SBI Nifty 10 yr Benchmark G-Sec ETF
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
8 years 4 months
NIFTY 50
5 years 9 months
FD
9 years 7 months
Fund info
Fund size
₹175.20 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
Axis Retirement Fund - Conservative Plan Direct Pyt of Inc Dis cum Cap Wdrl
1.47%
2nd
Axis Retirement Fund - Conservative Plan Direct Growth
1.47%
3rd
Axis Retirement Fund - Conservative Plan Regular Pyt of Inc Dis cum Cap Wdrl
1.39%
4th
Axis Retirement Fund - Conservative Plan Regular Growth
1.39%
5th
SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Payout of Income Dist cum cap wdrl
1.32%
55th
SBI Retirement Benefit Fund - Conservative Plan Direct Growth
0.38%
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 Plan Direct Growth
SBI Retirement Benefit Fund - Conservative 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 Plan Direct Growth has ₹175.20 Cr worth of assets under management (AUM) as of Mon Dec 08 2025. The latest Net Asset Value (NAV) of SBI Retirement Benefit Fund - Conservative Plan Direct Growth as of Fri Dec 05 2025 is ₹14.7568. The fund has an expense ratio of 0.91%, which is medium comparable to most other Allocation funds.
SBI Retirement Benefit Fund - Conservative Plan Direct Growth returns for the last 1 year are 4.45%. Since launch, it has delivered 8.38% average annual returns.
The SBI Retirement Benefit Fund - Conservative Plan Direct Growth has the majority of its money invested in null sectors.
Top 5 Holdings of SBI Retirement Benefit Fund - Conservative Plan Direct Growth.
- 7.09% Govt Stock 2054: 16.78%
- 6.9% Govt Stock 2065: 16.18%
- 6.48% Govt Stock 2035: 8.61%
- Bharat Sanchar Nigam Limited: 5.93%
- Summit Digitel Infrastructure Limited: 4.39%
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 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
