SBI Retirement Benefit Fund - Conservative Plan Regular - Growth
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Hybrid, Conservative Hybrid, Principal at moderately high risk
1 Year Return 4.37% at 05 Feb 2026 10:12 AM
Fund Details
NAV 14.3518
Sub-Type Conservative Hybrid
Rating 3
Min. SIP Amount ₹500.0
Fund Age(Year) 4.99
Fund Size(in Crores) 174.33
Fund Performance
1 Month -0.73%
3 Month -0.05%
6 Month 0.24%
1 Year 4.37%
3 Year 7.96%
5 Year 0.0%
Know This Fund
As on 05 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (19.14%) Market Cap Mid Cap 3.68 Small Cap 4.3 Large Cap 11.16 Top Sectors Financial 5.42 Automobile 1.93 Capital Goods 1.6 Energy 1.48 Construction 1.47 Technology 1.43 Materials 1.42 Services 0.97 Metals & Mining 0.85 Healthcare 0.8 Consumer Staples 0.72 Chemicals 0.51 Consumer Discretionary 0.36 Textiles 0.19 Top Holding Bajaj Finserv 0.33 TVS Motor Company 0.36 Urban Company (UrbanClap) 0.52 Pitti Engineering 0.13 L&T Technology Services 0.35 Hindalco Industries 0.36 DLF 0.22 Esab India 0.17 Kajaria Ceramics 0.21 Reliance Industries 1.25 ABB India 0.17 Jubilant FoodWorks 0.31 Balrampur Chini Mills 0.2 LTIMindtree 0.28 Pidilite Industries 0.26 AIA Engineering 0.19 Asian Paints 0.31 Infosys 0.8 Godrej Properties 0.21 Timken India 0.35 State Bank of India 0.72 FSN E-Commerce Ventures 0.22 Divi's Laboratories 0.27 Brigade Hotel Ventures 0.16 TVS Motor Company - Pref. Shares 0 HDB Financial Services 0.2 Maruti Suzuki India 0.8 ICICI Bank 1.11 Berger Paints India 0.25 Honeywell Automation India 0.24 Kotak Mahindra Bank 0.52 Page Industries 0.19 Carborundum Universal 0.1 Navin Fluorine International 0.25 Torrent Power 0.23 Bajaj Finance 0.4 HDFC Bank 1.64 Larsen & Toubro 0.81 Oberoi Realty 0.22 The Indian Hotels Company 0.28 Axis Bank 0.51 Grindwell Norton 0.21 ZF Commercial 0.35 Dr. Lal Pathlabs 0.19 Voltas 0.24 Thermax 0.21 Abbott India 0.34 Nuvoco Vistas Corporation 0.08 Schaeffler India 0.33 Sona BLW Precision Forgings 0.19 Endurance Technologies 0.22 Ultratech Cement 0.57 Hawkins Cookers 0.12
Debt & Others (80.85000000000001%) Sector Allocation Net Receivables 1.54 Non Convertible Debenture 2.87 Additional Tier 1 Bond 2.31 Debt Credit Ratings SOV 45.81 AAA 16.13 AA+ 11.1 Cash & Call Money 7.81 Debt Category Bharat Sanchar 5.89 Godrej Properties 2.87 Sundaram Finance 2.93 GOI 45.81
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-Growth Ret 1M -0.74% Ret 1Y 7.55% Ret 3Y 11.33% Ret 5Y 9.55%
Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-IDCW Quarterly Ret 1M -0.74% Ret 1Y 7.55% Ret 3Y 11.33% Ret 5Y 9.55%
Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-IDCW Quarterly Payout Ret 1M -0.74% Ret 1Y 7.55% Ret 3Y 11.33% Ret 5Y 9.55%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-Growth Ret 1M 0.27% Ret 1Y 8.36% Ret 3Y 9.19% Ret 5Y 8.56%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-Growth Monthly Payment Ret 1M 0.27% Ret 1Y 8.36% Ret 3Y 9.19% Ret 5Y 8.56%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-IDCW Monthly Ret 1M 0.27% Ret 1Y 8.36% Ret 3Y 9.19% Ret 5Y 8.56%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-IDCW Monthly Reinvestment Ret 1M 0.27% Ret 1Y 8.36% Ret 3Y 9.19% Ret 5Y 8.56%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-Growth Ret 1M 0.12% Ret 1Y 6.87% Ret 3Y 8.3% Ret 5Y 5.79%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-IDCW Ret 1M 0.12% Ret 1Y 6.87% Ret 3Y 8.3% Ret 5Y 5.79%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-IDCW Reinvestment Ret 1M 0.12% Ret 1Y 6.87% Ret 3Y 8.3% Ret 5Y 5.79%
Equity, Flexi Cap funds Axis Conservative Hybrid Fund Regular-Growth Ret 1M -0.65% Ret 1Y 5.32% Ret 3Y 7.41% Ret 5Y 6.44%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.38%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Pradeep Kesavan
Education Mr. Kesavan has done B.Com, MBA (Finance) and CFA
Experience Prior to joining SBI MF, he has worked with Elara Capital, Accenture Strategy, Morgan Stanley and 3i Infotech
Ardhendu Bhattacharya
Education Mr. Bhattacharya is a MBA (Marketing) and Bachelor of Engineering.
Experience Prior to joining SBI Mutual Fund, he has worked with ICICI Bank and Citibank.
Rohit Shimpi
Education Mr. Shimpi is a B. Com., PGDBM (Finance), CFA.
Experience Prior to joining SBI Mutual Fund, he has worked with CNBC TV18, JP Morgans offshore research centre and HDFC Standard Life Insurance.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at moderately high risk
AMC and Fund details
Rank (total sets) 24
Date of Incorporation 2021-02-10
Total AUM 2025-12-31
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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