DA
Dinesh AhujaFund Manager Since 17 Feb 2021
AllocationRetirement
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)
This Fund
7 years 2 months
NIFTY 50
4 years 5 months
FD
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
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Retirement Fund Hybrid Aggressive Plan Direct Growth
3.50%
2nd
ICICI Prudential Retirement Fund Hybrid Aggressive Plan Direct Payout of Income Dist cum Cap Wdrl
3.50%
3rd
ICICI Prudential Retirement Fund Pure Equity Plan Direct Payout of Income Dist cum Cap Wdrl
3.37%
4th
ICICI Prudential Retirement Fund Pure Equity Plan Direct Growth
3.37%
5th
ICICI Prudential Retirement Fund Hybrid Aggressive Plan Regular Growth
3.35%
95th
SBI Retirement Benefit Fund - Conservative Plan Regular Growth
0.58%
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 ₹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. |
Similar Funds from SBI Funds Management Ltd
SBI PSU Regular Growth
EquityEquity - Other
3Y CAGR
37.49%
expense ratio
1.86%
fund size
₹5427.44 Cr
SBI Infrastructure Fund Direct Growth
EquityEquity - Infrastructure
3Y CAGR
29.52%
expense ratio
1.03%
fund size
₹5195.23 Cr
SBI Magnum Children's Benefit Fund Direct Growth
AllocationChildren
3Y CAGR
14.25%
expense ratio
0.85%
fund size
₹127.89 Cr
SBI Flexicap Fund Regular Growth
EquityFlexi Cap
3Y CAGR
15.94%
expense ratio
1.67%
fund size
₹22499.74 Cr
SBI S&P BSE Sensex ETF
EquityLarge-Cap
3Y CAGR
16.60%
expense ratio
0.04%
fund size
₹120041.17 Cr
FAQs
What is the current NAV of SBI Retirement Benefit Fund - Conservative Plan Regular Growth?
What are the average returns of SBI Retirement Benefit Fund - Conservative Plan Regular Growth?
How do I invest in SBI Retirement Benefit Fund - Conservative Plan Regular Growth?
What is the expense ratio of SBI Retirement Benefit Fund - Conservative Plan Regular Growth?
What are net assets under management (AUM) of SBI Retirement Benefit Fund - Conservative Plan Regular Growth?
What is the PE and PB ratio of SBI Retirement Benefit Fund - Conservative Plan Regular Growth?
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?
Who is the manager of SBI Retirement Benefit Fund - Conservative Plan Regular Growth?
What is the exit load of SBI Retirement Benefit Fund - Conservative Plan Regular Growth?
How to Redeem SBI Retirement Benefit Fund - Conservative Plan Regular Growth?
Can I invest in SIP and a Lump Sum of SBI Retirement Benefit Fund - Conservative Plan Regular Growth?
