DA
Dinesh AhujaFund Manager Since 17 Feb 2021
AllocationRetirement
SBI Retirement Benefit Fund - Conservative Plan Regular Growth
3Y Annualised
9.32%
-0.08% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-0.41%
-0.08% 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
7 years 9 months
NIFTY 50
5 years 3 months
FD
9 years 7 months
Fund info
Fund size
₹178.66 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
ICICI Prudential Retirement Fund Pure Debt Plan Direct Payout of Income Dist cum Cap Wdrl
0.54%
2nd
ICICI Prudential Retirement Fund Pure Debt Plan Direct Growth
0.54%
3rd
Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Direct Growth
0.46%
4th
Aditya Birla Sun Life Retirement Fund - The 50s Pls - Dbt Pln Direct Reinvst of Inc Dis cum Cap Wdrl
0.46%
5th
Aditya Birla Sun Life Retirement Fund - The 50s Pls - Dbt Pln Direct Pyt of Inc Dis cum Cap Wdrl
0.46%
31st
SBI Retirement Benefit Fund - Conservative Plan Regular Growth
-0.41%
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 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 ₹178.66 Cr worth of assets under management (AUM) as of Thu Jul 31 2025. The latest Net Asset Value (NAV) of SBI Retirement Benefit Fund - Conservative Plan Regular Growth as of Tue Jul 29 2025 is ₹14.3053. 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 5.67%. Since launch, it has delivered 8.32% 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.
- 6.63% Govt Stock 2031: 18.62%
- 07.74 Kt Gs 2036: 14.88%
- 7.12% State Government Of Maharashtra 2036: 7.13%
- Bharat Sanchar Nigam Limited: 5.82%
- Summit Digitel Infrastructure Limited: 4.30%
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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FAQs
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What are the top 5 holdings of SBI Retirement Benefit Fund - Conservative Plan Regular Growth?
What are the top 3 sectors that SBI Retirement Benefit Fund - Conservative Plan Regular Growth has invested in?
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