SBI Mutual Fund
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SBI Retirement Benefit Fund - Conservative Hybrid Plan - Direct Plan - Growth

SBI Mutual Fund · Retirement Fund · Direct · Growth

NAV · as of 11/09/2026

16.35

1D

-0.22%

1Y

+2.96%

Key stats

Expense ratio
1.24%
AUM
₹254.80 Cr
Launched
17/02/2021
Fund manager
Rohit Shimpi; Ardhendu Bhattacharya
Lock-in
5 days
Risk
Moderately High Risk
Min lump-sum
₹5,000
Min SIP
₹500/mo
Fresh lump-sum
Accepted
Fresh SIP
Accepted

NAV history

SBI Retirement Benefit Fund - Conservative Hybrid Plan - Direct Plan - Growth

12/08/2026 to 11/09/2026

O - H - L -

16.5316.3512/08/202611/09/2026
1W-0.74%
1M-1.04%
3M+2.49%
6M+5.42%
1Y+2.96%
3Y+6.89%
5Y+7.89%
MAX+62.63%

Comparable peers

  • Aditya Birla Sun Life Retirement The 30s Growth Direct Plan

    ABSL Retirement The 30s (G) · ₹473.10 Cr AUM

    1Y+14.79%
    3Y+16.22%
    -
  • ICICI Prudential Retirement Hybrid Aggressive Growth Direct Plan

    ICICI Pru Retirement Hybrid Aggressive (G) · ₹1.27 K Cr AUM

    1Y+8.65%
    3Y+17.42%
    -
  • ICICI Prudential Retirement Pure Equity Growth Direct Plan

    ICICI Pru Retirement Pure Equity (G) · ₹2.10 K Cr AUM

    1Y+8.44%
    3Y+19.43%
    -
  • Tata Retirement Saving Progressive Growth Direct Plan

    Tata Retirement Saving Progressive (G) · ₹2.25 K Cr AUM

    1Y+8.18%
    3Y+13.21%
    -
  • SBI Retirement Benefit Conservative Hybrid Growth Direct Plan

    SBI Retirement Benefit Conservative Hybrid (G) · ₹254.80 Cr AUM

    1Y+3.11%
    3Y+6.94%
    -

Investment objective

The investment objective of the scheme is to provide a comprehensive retirement saving solution that serves the variable needs of the investors through long term diversified investments in major asset classes. However, there can be no assurance that the investment objective of the Scheme will be realized.

Scheme details

Scheme code
148690
Fund house
SBI Mutual Fund
Category
Open Ended
Type
Solution Oriented Scheme
Sub-category
Retirement Fund
Plan
Direct
Return type
Growth
ISIN (Growth)
INF200KA1T70
ISIN (Div. Reinvest)
-
Tradable on exchange
No

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