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SBI Mutual Fund · Retirement Fund
SBI Retirement Benefit Fund - Conservative Hybrid Plan - Regular Plan - Growth
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.
Mixed AssetBenchmark · CRISIL Hybrid 65+35 Conservative IndexTER · 1.71%Inception · 05-02-2021
NAV
₹15.31
+0.27% · as of 14-05-2026
Since inception
8.36%
CAGR
Benchmark (inception)
9.55%
CAGR
Fund size
₹3 Cr
AUM
Expense ratio
1.71%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +8.36% CAGR vs benchmark +9.55%.
Portfolio
Where the money is invested
Top holdings
6.9% Government of India10.76%
6.52% GOI MAT 07123110.36%
7.18% Government of India10.05%
Bharat Sanchar Nigam Ltd.4.02%
7.09% GOI MAT 2511743.66%
TREPS3.63%
Summit Digitel Infrastructure Private Ltd.2.99%
HDFC BANK LIMITED EQ NEW FV RE. 1/-2.83%
RELIANCE INDUSTRIES LIMITED EQ2.33%
ICICI BANK LIMITED EQ NEW FV RS. 2/-2.21%
Sector allocation
Financial Services11.00%
Automobile and Auto Components4.29%
Capital Goods3.79%
Consumer Services2.82%
Oil, Gas & Consumable Fuels2.33%
Information Technology2.16%
Consumer Durables1.92%
Construction1.57%
Healthcare1.55%
Construction Materials1.28%
Riskometer
LowVery High
High
What if you'd SIP'd here?
@ 8.4% p.a.₹10,000
10 years
Projected value
₹18,79,668
Invested: ₹12,00,000
Gained: ₹6,79,668
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Rohit Shimpi, Mr. Ardhendu Bhattacharya
Manager since fund inception data not available
ISIN & identifiers
AMFI code
148692
ISIN (Growth)
INF200KA1T54
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Retirement Fund funds
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