SBI Retirement Benefit Fund - Conservative Plan Regular Growth
3Y Annualised
10.16%
0.05% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
0.58%
0.05% 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)
7 years 2 months
4 years 5 months
9 years 7 months
Fund info
Fund size
₹179.01 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹5000
Exit load
0%
NIL
Risk Profile
Moderately High risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Retirement Fund Hybrid Aggressive Plan Direct Growth
2nd
ICICI Prudential Retirement Fund Hybrid Aggressive Plan Direct Payout of Income Dist cum Cap Wdrl
3rd
ICICI Prudential Retirement Fund Pure Equity Plan Direct Payout of Income Dist cum Cap Wdrl
4th
ICICI Prudential Retirement Fund Pure Equity Plan Direct Growth
5th
ICICI Prudential Retirement Fund Hybrid Aggressive Plan Regular Growth
95th
SBI Retirement Benefit Fund - Conservative Plan Regular Growth
Fund Managers
About SBI Retirement Benefit Fund - Conservative Plan Regular Growth
SBI Retirement Benefit Fund - Conservative Plan Regular 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 Regular Growth has ₹179.01 Cr worth of assets under management (AUM) as of Sat Jul 19 2025. The latest Net Asset Value (NAV) of SBI Retirement Benefit Fund - Conservative Plan Regular Growth as of Fri Jul 18 2025 is ₹14.393. The fund has an expense ratio of 1.39%, which is medium comparable to most other Allocation funds.
SBI Retirement Benefit Fund - Conservative Plan Regular Growth returns for the last 1 year are 6.99%. Since launch, it has delivered 8.55% average annual returns.
The SBI Retirement Benefit Fund - Conservative Plan Regular Growth has the majority of its money invested in null sectors.
Top 5 Holdings of SBI Retirement Benefit Fund - Conservative Plan Regular Growth.
- 07.74 Kt Gs 2036: 14.88%
- 7.12% State Government Of Maharashtra 2036: 7.13%
- Bharat Sanchar Nigam Limited: 5.81%
- Summit Digitel Infrastructure Limited: 4.28%
- 6.33% Govt Stock 2035: 4.19%
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 Regular 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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