DA
Dinesh AhujaFund Manager Since 17 Feb 2021
AllocationRetirement
SBI Retirement Benefit Fund - Conservative Plan Regular Growth
3Y Annualised
6.90%
0.65% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
3.06%
0.65% 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
10 years 5 months
NIFTY 50
6 years 5 months
FD
9 years 7 months
Fund info
Fund size
₹146.27 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 30s Pln Direct Growth
12.21%
2nd
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Pyt of Inc Dis cum Cap Wdrl
12.21%
3rd
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Reinvst of Inc Dis cum Cap Wdrl
12.21%
4th
Tata Retirement Savings Progressive Fund Direct Plan Growth
12.20%
5th
Tata Retirement Savings Progressive Fund Growth
12.07%
80th
SBI Retirement Benefit Fund - Conservative Plan Regular Growth
3.06%
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 5 years, having been launched on 2021-02-17. SBI Retirement Benefit Fund - Conservative Plan Regular Growth has ₹146.27 Cr worth of assets under management (AUM) as of Thu May 07 2026. The latest Net Asset Value (NAV) of SBI Retirement Benefit Fund - Conservative Plan Regular Growth as of Wed May 06 2026 is ₹14.3285. The fund has an expense ratio of 1.38%, which is medium comparable to most other Allocation funds.
SBI Retirement Benefit Fund - Conservative Plan Regular Growth returns for the last 1 year are 1.37%. Since launch, it has delivered 7.09% 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.
- 6.9% Govt Stock 2065: 18.29%
- Bharat Sanchar Nigam Limited: 6.69%
- 7.43% Govt Stock 2076: 6.55%
- 7.09% Govt Stock 2074: 6.25%
- Summit Digitel Infrastructure Limited: 4.98%
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
30.75%
expense ratio
1.86%
fund size
₹5891.30 Cr
SBI Infrastructure Fund Direct Growth
EquityEquity - Infrastructure
3Y CAGR
21.99%
expense ratio
1.04%
fund size
₹4108.96 Cr
SBI Children's Benefit Fund Direct Growth
AllocationChildren
3Y CAGR
12.31%
expense ratio
0.84%
fund size
₹131.72 Cr
SBI Flexicap Fund Regular Growth
EquityFlexi Cap
3Y CAGR
11.40%
expense ratio
1.68%
fund size
₹20625.69 Cr
SBI S&P BSE Sensex ETF
EquityLarge-Cap
3Y CAGR
9.74%
expense ratio
0.04%
fund size
₹109849.90 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
