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SBI Retirement Benefit Fund - Conservative Hybrid Plan Direct growth
Hybrid • Retirement • Direct growth
Insufficient fund history to generate its report card
Average credit rating
AAA (Highest)
CAGR
₹1,000 invested for 5 years
Fund Info
Hybrid
Retirement
Direct growth
Launched On
17 Feb 2021
4.6 years ago
Lock-in Period
5 years
NAV
as of 30 Sep 2025
₹15.89
-0.0554% (0.00)
AUM
₹283 Cr
Expense ratio
1.09%
Benchmark
CRISIL Hybrid 65+35 Conservative
Fund Plan
Tax info and exit load
Taxes
Units held less than 3Y
As per tax slab
Units held more than 3Y
20%
Exit Load
If units sold anytime
0%
Distribution
Market capital
What's in this fund?
Credit Rating
Sectors
Holdings
Fund House
SBI
Inc: 01 Jan 1991 • Total AUM: ₹7,96,521 Cr • Rank #1SBI Mutual Fund, started in 1987, has State Bank of India as its sponsors. The fund house is headed by Shamsher Singh as the CEO. As of 31 March 2024, it has an AUM of ₹9,64,182 Cr. It functions under the holding company AMUNDI Asset Management.
Fund Managers
Rohit Shimpi
Experience: 3.91 yrs • Total AUM: 1,45,505 Cr
Ardhendu Bhattacharya
Experience: 4.32 yrs • Total AUM: 6,10,481 Cr
Risk
Category risk
Moderately high
As provided by the fund house document, this risk is specific to this fund category (Hybrid). To know the risk of this fund particularly, check 'Risk vs Category'.
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