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SBI Retirement Benefit Fund-Conservative Plan(G)-Direct Plan

SBI Retirement Benefit Fund-Conservative Plan(G)-Direct Plan

Solution Oriented•Direct Growth•Medium Risk

+6.84%

5Y annualised

Solution OrientedDirect GrowthMedium Risk

+6.84%

5Y annualised

-0.48% 1D

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NAV : 15 Sep 2026

₹14.95

Min. SIP amount

₹500

Fund size (AUM)

140 Cr

Expense ratio

0.91%

Launched on

10 Feb 2021

Lock-in period

Benchmark

Nifty 50

Fund Plan

Direct

NAV : 15 Sep 2026

₹14.95

Min. SIP amount

₹500

Fund size (AUM)

140 Cr

Expense ratio

0.91%

Launched on

10 Feb 2021

Lock-in period

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

₹8,000

3M6M1Y3Y

Total investment

₹2,88,000

Would've become

₹3,17,884

Over the pastTotal investmentWould've becomeHistoric returnsReturns

3 months₹24,000₹24,254

+1.06%

6 months₹48,000₹48,893

+1.86%

1 year₹96,000₹99,353

+3.49%

3 years₹2,88,000₹3,17,884

+10.38%

Stock Allocation

Stock nameSectorAllocation

TrepsCash & Cash Equivalents And Net Assets23.65%

6.94% Cgl 2036Government Securities10.67%

Bharat Sanchar Nigam Ltd.Corporate Debt7.09%

Fund Composition

₹140 Cr

Large Cap

10.57%

Mid Cap

4.55%

Small Cap

4.46%

Others

80.43%

Sector Allocation

₹140 Cr

Corporate Debt

43.72%

Cash & Cash Equivalents And Net Assets

26.03%

Government Securities

10.67%

Bank

4.31%

Automobile & Ancillaries

2.97%

Healthcare

1.31%

Chemicals

1.21%

Domestic Equities

1.15%

Others

5.02%

Minimum investments

Min. for SIP₹500

Min. for Lumpsum--

Min. for SIP₹500

Min. for Lumpsum--

Returns vs rankings

Absolute returns

Name1Y3Y5Y

Fund returns------

Rank (Income)

Exit load, stamp duty and tax

Exit load

No exit load

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

Rohit Shimpi

Present

Ardhendu Bhattacharya

Present

Similar/Peer Fund Comparison

Name1Y3Y5Y

Aditya Birla SL Retirement Fund-30(G)-Direct Plan

+11.24%+14.92%+11.80%

ICICI Pru Retirement Fund-Hybrid Aggressive Plan(G)-Direct Plan

+5.77%+16.40%+14.68%

ICICI Pru Retirement Fund-Hybrid Cons Plan(G)-Direct Plan

+5.21%+9.50%+8.61%

ICICI Pru Retirement Fund-Pure Equity Plan(G)-Direct Plan

+5.18%+18.43%+18.72%

Tata Retirement Sav Fund - Prog Plan(G)-Direct Plan

+4.45%+12.25%+10.26%

Tata Retirement Sav Fund - Mod Plan(G)-Direct Plan

+4.42%+11.61%+10.22%

ICICI Pru Retirement Fund-Pure Debt Plan(G)-Direct Plan

+4.33%+6.53%+5.88%

Aditya Birla SL Retirement Fund-50(G)-Direct Plan

+4.30%+7.89%+6.96%

Fund name

Aditya Birla SL Retirement Fund-30(G)-Direct Plan

+14.92%

ICICI Pru Retirement Fund-Hybrid Aggressive Plan(G)-Direct Plan

+16.40%

ICICI Pru Retirement Fund-Hybrid Cons Plan(G)-Direct Plan

+9.50%

ICICI Pru Retirement Fund-Pure Equity Plan(G)-Direct Plan

+18.43%

Tata Retirement Sav Fund - Prog Plan(G)-Direct Plan

+12.25%

Tata Retirement Sav Fund - Mod Plan(G)-Direct Plan

+11.61%

ICICI Pru Retirement Fund-Pure Debt Plan(G)-Direct Plan

+6.53%

Aditya Birla SL Retirement Fund-50(G)-Direct Plan

+7.89%

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FAQs

SBI Retirement Benefit Fund-Conservative Plan(G)-Direct Plan is a part of SBI Funds Management Limited, it was incepted on 10 Feb 2021. This fund is managed by Rohit Shimpi and Ardhendu Bhattacharya. It is a Solution Oriented type of fund.

The current NAV of SBI Retirement Benefit Fund-Conservative Plan(G)-Direct Plan is ₹14.95 (as of 15 Sep 2026).

SBI Retirement Benefit Fund-Conservative Plan(G)-Direct Plan has delivered 2.74% in 1 year, 6.32% in 3 years, and 6.84% in 5 years (annualised).

The minimum SIP amount for SBI Retirement Benefit Fund-Conservative Plan(G)-Direct Plan is ₹500.

The expense ratio of SBI Retirement Benefit Fund-Conservative Plan(G)-Direct Plan is 0.91%.

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SBI Retirement Benefit Fund-Conservative Plan(G)-Direct Plan

SIP Calculator + Returns

Stock Allocation

Fund Composition

Sector Allocation

Minimum investments

Returns vs rankings

Exit load, stamp duty and tax

Fund management

Similar/Peer Fund Comparison

About this fund

FAQs

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