SOLUTION ORIENTED•RETIREMENT FUND
SBI Retirement Benefit Fund Conservative Hybrid
3 Year return
7.94%
NAV on August 10, 2026
16.4948
1D Returns
-0.02%
Launched on January 2021(5 years)
Investment Details
₹500
Minimum SIP Amount
₹5000
Minimum one time investment
Lock-in period: 5.0000 years
Calculate Returns
Based on past performance of this fund
₹
Your Investment₹3,600
Gain
13.25%₹477
Total Value ₹4,077
Risk Involved
Your principal will be at
Very High Risk
Scheme Information
Asset Under Management
₹256.77 Cr.
Expense Ratio
1.24% (inclusive of GST)
Exit Load
Nil
Ratings
0
Ratings by other agencies
Value Research
0
Crisil
0
Morning Star
0
Tax Implications
Tax on gains as per your income tax bracket
SBI Mutual Fund Manager
AB
Ardhendu Bhattacharya
Fund Manager since Jul 2021
PK
Pradeep Kesavan
Fund Manager since Apr 2024
RS
Rohit Shimpi
Fund Manager since Jan 2022
Fund House Details
SBI Mutual Fund
Asset management company
AUM
₹12,81,380.68 Cr.
No. of Schemes
273
Setup Date
June 1987
Peer Comparison
Comparison with other similar funds
| Funds | 3 Y Returns | ARQ Rating |
|---|---|---|
| HDFC Retirement Savings Fund Equity | 11.3436% | 5 |
| Aditya Birla Sun Life Retirement Fund The 30S Plan | 17.2624% | 0.5 |
| Nippon India Retirement Fund Wealth Creation Scheme | 13.35% | 3.5 |
Schemes by SBI Mutual Fund
List of mutual fund schemes by AMC
Funds
3 Years Returns
SBI Retirement Benefit Fund Conservative Hybrid Plan Direct Plan-Growth is an open-ended hybrid mutual fund plan available through SBI Mutual Fund. The fund is designed for people who are saving for their retirement. As a hybrid plan, it provides a balance of debt and equity investments. Because the fund is designed for retirement, a large portion of your capital is invested in debt securities which offers stability, while growth is offered through equity investments.
Investment Objective of the Scheme
The main investment objective of SBI Retirement Benefit Fund Conservative Hybrid Plan Direct Plan-Growth is to offer you long-term capital appreciation plus income creation by letting you invest in a blend of debt and equity securities. This fund tries to fulfil its aims by considering your age and your investment horizon for retirement. The fund’s objective is to generate a retirement corpus that lets you meet your financial requirements when you retire.
Key Features of The Fund
5-year return
8.7797%
Expense Ratio
1.24%
Fund Manager
Ardhendu Bhattacharya
Fund Size
₹256.77 Cr.
Risk Profile
High
Is This Scheme Right for Me?
Investment in the SBI Retirement Benefit Fund Conservative Hybrid Plan Direct Plan-Growth may be considered if you wish to collect a corpus for your retirement/post-retirement period. You could consider this fund a serious investment while preparing for retirement if your age when you invest and retirement age are in line. Given that a portion of the fund is invested in equities, the fund poses a modest risk. Nevertheless, before you go ahead and invest, it may be wise to consider your distinct financial aims and needs.
AMC Contact Details
| Name | SBI Mutual Fund |
| Launch Date | June 1987 |
| Address | 9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051 |
| Contact | 1800 209 33331800 425 5425 |
| customer.delight@sbimf.com | |
| Website | https://www.sbimf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Secure Your Retirement With SIPs
For many investors, a Systematic Investment Plan (SIP) is an excellent option when it comes to retirement planning. SIPs make disciplined investing possible by automating regular contributions, which add up to an impressive retirement fund over time. This strategy guarantees a stable retirement and mitigates market volatility. Take advantage of the mutual fund SIP calculator offered by Angel One to visualise how your investments can grow and assist in making informed decisions to achieve your retirement goals.
FAQs
What is today's NAV of SBI Retirement Benefit Fund Conservative Hybrid?
NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of SBI Retirement Benefit Fund Conservative Hybrid on August 10, 2026, is ₹16.4948
What is the AUM of SBI Retirement Benefit Fund Conservative Hybrid?
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of SBI Retirement Benefit Fund Conservative Hybrid, is ₹256.77 crore.
What is the expense ratio of SBI Retirement Benefit Fund Conservative Hybrid?
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of SBI Retirement Benefit Fund Conservative Hybrid is 1.24%
What are the returns of SBI Retirement Benefit Fund Conservative Hybrid since inception?
The SBI Retirement Benefit Fund Conservative Hybrid was launched on January 20, 2021. The fund has delivered a CAGR of undefined since inception.
What is the minimum SIP amount to invest in SBI Retirement Benefit Fund Conservative Hybrid?
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for SBI Retirement Benefit Fund Conservative Hybrid is ₹500.
How do I invest in SBI Retirement Benefit Fund Conservative Hybrid?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in SBI Retirement Benefit Fund Conservative Hybrid?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in SBI Retirement Benefit Fund Conservative Hybrid?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in SBI Retirement Benefit Fund Conservative Hybrid?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
ENTER AMOUNT
₹
₹4,077 in 3Y at 7.9422% returns
SIP Date1st of every month
Your next SIP Payment will be on 10 September 2026
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