SBI Retirement Benefit Fund - Conservative Hybrid Plan Regular - Growth
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Hybrid, Conservative Hybrid, Principal at high risk
1 Year Return 4.48% at 05 Feb 2026 11:09 AM
Fund Details
NAV 15.6053
Sub-Type Conservative Hybrid
Rating 2
Min. SIP Amount ₹500.0
Fund Age(Year) 4.99
Fund Size(in Crores) 284.44
Fund Performance
1 Month -1.17%
3 Month -0.28%
6 Month 0.74%
1 Year 4.48%
3 Year 9.24%
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 (38.95%) Market Cap Small Cap 8.91 Mid Cap 7.36 Large Cap 22.68 Top Sectors Financial 11.25 Automobile 3.78 Capital Goods 3.19 Construction 2.98 Energy 2.93 Materials 2.83 Technology 2.7 Metals & Mining 2.04 Services 1.99 Healthcare 1.7 Consumer Staples 1.42 Chemicals 1.02 Consumer Discretionary 0.71 Textiles 0.41 Top Holding Timken India 0.68 Hawkins Cookers 0.23 Nuvoco Vistas Corporation 0.15 Carborundum Universal 0.28 Bajaj Finance 0.9 Endurance Technologies 0.41 Reliance Industries 2.49 Voltas 0.48 Schaeffler India 0.67 TVS Motor Company 0.67 AIA Engineering 0.48 FSN E-Commerce Ventures 0.4 Jubilant FoodWorks 0.72 HDB Financial Services 0.4 Balrampur Chini Mills 0.39 Navin Fluorine International 0.5 Pidilite Industries 0.52 Sona BLW Precision Forgings 0.43 HDFC Bank 3.45 Divi's Laboratories 0.53 Honeywell Automation India 0.46 Larsen & Toubro 1.69 Kajaria Ceramics 0.4 LTIMindtree 0.53 Ultratech Cement 1.18 Hindalco Industries 0.77 Grindwell Norton 0.51 Berger Paints India 0.49 Dr. Lal Pathlabs 0.46 Torrent Power 0.44 State Bank of India 1.42 Bajaj Finserv 0.66 Oberoi Realty 0.44 Kotak Mahindra Bank 1.08 The Indian Hotels Company 0.55 ABB India 0.31 ZF Commercial 0.6 Infosys 1.53 Page Industries 0.41 ICICI Bank 2.24 Pitti Engineering 0.24 Axis Bank 1.1 Abbott India 0.71 Maruti Suzuki India 1.66 Brigade Hotel Ventures 0.32 Thermax 0.41 L&T Technology Services 0.64 Urban Company (UrbanClap) 1.03 DLF 0.42 TVS Motor Company - Pref. Shares 0.01 Esab India 0.42 Godrej Properties 0.43 Asian Paints 0.61
Debt & Others (61.050000000000004%) Sector Allocation GOI Securities 40.47 Additional Tier 1 Bond 0.71 Net Receivables 1.33 Debt Credit Ratings SOV 40.47 AAA 11.68 AA+ 6.09 Cash & Call Money 2.81 Debt Category Torrent Power 1.83 Power Fin. Corp. 1.79 Godrej Properties 1.76 GOI 40.47
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): 1.67%
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 high risk
AMC and Fund details
Rank (total sets) 27
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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