SBI Retirement Benefit Fund - Conservative Hybrid Plan Direct - Growth
SBI Retirement Benefit Fund - Conservative Hybrid Plan Direct - Growth: Mutual Fund Overview
SBI Retirement Benefit Fund - Conservative Hybrid Plan Direct - Growth is an Conservative Hybrid mutual fund with over 5.08 years of performance history. The scheme manages an AUM of ₹269.16 Cr and has a NAV of ₹15.7415. It is rated '2' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 5.12%.
Hybrid, Conservative Hybrid, Principal at high risk
1 Year Return 5.12% at 12 Mar 2026 07:36 PM
Fund Details
NAV 15.7415
Sub-Type Conservative Hybrid
Rating 2
Min. SIP Amount ₹500.0
Fund Age(Year) 5.08
Fund Size(in Crores) 269.16
Fund Performance
1 Month -2.63%
3 Month -2.22%
6 Month -0.88%
1 Year 5.12%
3 Year 9.32%
5 Year 9.39%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (99.49%) Market Cap Mid Cap 14.46 Large Cap 76.46 Small Cap 8.57 Top Sectors Financial 35.53 Automobile 11.26 Technology 10.74 Consumer Staples 7.29 Healthcare 6.88 Services 6.44 Communication 5.83 Consumer Discretionary 3.15 Insurance 3.13 Materials 2.5 Metals & Mining 2.34 Unclassified 1.94 Capital Goods 1.57 Textiles 0.81 Others 0.08 Top Holding Infosys 3.75 Shriram Finance 2.22 TVS Motor Company - Pref. Shares 0.03 Indusind Bank 1.13 Eternal 1.87 Sona BLW Precision Forgings 2 Tata Consumer Products 1.39 Mahindra & Mahindra 2.35 Tech Mahindra 0.82 Coforge 0.9 Titan Company 1.46 Kotak Mahindra Bank 3.85 Interglobe Aviation 0.39 Schaeffler India 1.07 Kwality Wall's (India) 0.02 Sun Pharmaceutical Industries 1.18 JK Cement 1.82 V-Mart Retail 1.55 TVS Motor Company 2.94 Voltas 1.32 Godrej Consumer 1.03 Axis Bank 3.84 State Bank of India 3.47 Hero Motocorp 2.09 SBI Life Insurance Company 1.03 Varun Beverages 1.52 MAS Financial 0.75 Cipla 0.61 ICICI Lombard Gen. Insurance 2.1 Bharti Airtel 4.29 Apollo Hospitals Enterprise 2 Britannia Industries 1.22 Whirlpool Of India 0.37 Aditya Birla Lifestyle Brands 1.22 Hindalco Industries 2.34 AU Small Finance Bank 2.1 ICICI Prudential Asset Management Company 1.94 Lupin 0.78 HDFC Bank 5.05 Pitti Engineering 0.5 Meesho 0.01 Bajaj Finance 2.47 ICICI Bank 8.61 Indus Towers 1.54 Tata Consultancy 2.23 Page Industries 0.81 PNB Housing Finance 0.81 Avenue Supermarts 1.39 Hindustan Unilever 2.11 LTIMindtree 1.73 Mankind Pharma 1.14 Samvardhana Motherson 1.84 Dalmia Bharat 0.67 Others 0.08 Torrent Pharmaceuticals 1.17 HCL Technologies 1.31 RBL Bank 1.22
Debt & Others (0.51%) Sector Allocation Net Payables -0.12 Cash 0 Reverse Repo 0.62 Debt Credit Ratings Debt Category Others 0.51
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-Growth Ret 1M -0.9% Ret 1Y 8.27% Ret 3Y 11.32% Ret 5Y 9.22%
Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-IDCW Quarterly Ret 1M -0.9% Ret 1Y 8.27% Ret 3Y 11.32% Ret 5Y 9.22%
Equity, Flexi Cap funds Aditya Birla Sun Life Conservative Hybrid Active FoF Regular-IDCW Quarterly Payout Ret 1M -0.9% Ret 1Y 8.27% Ret 3Y 11.32% Ret 5Y 9.22%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-Growth Ret 1M -1.21% Ret 1Y 8.01% Ret 3Y 9.03% Ret 5Y 8.01%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-Growth Monthly Payment Ret 1M -1.21% Ret 1Y 8.01% Ret 3Y 9.03% Ret 5Y 8.01%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-IDCW Monthly Ret 1M -1.21% Ret 1Y 8.01% Ret 3Y 9.03% Ret 5Y 8.01%
Equity, Flexi Cap funds Aditya Birla Sun Life Regular Savings Fund Regular-IDCW Monthly Reinvestment Ret 1M -1.21% Ret 1Y 8.01% Ret 3Y 9.03% Ret 5Y 8.01%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-Growth Ret 1M -1.25% Ret 1Y 7.18% Ret 3Y 8.34% Ret 5Y 5.74%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-IDCW Ret 1M -1.25% Ret 1Y 7.18% Ret 3Y 8.34% Ret 5Y 5.74%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 50s Plan Regular-IDCW Reinvestment Ret 1M -1.25% Ret 1Y 7.18% Ret 3Y 8.34% Ret 5Y 5.74%
Equity, Flexi Cap funds Axis Conservative Hybrid Fund Regular-Growth Ret 1M -0.97% Ret 1Y 5.64% Ret 3Y 7.34% Ret 5Y 6.14%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.16%
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
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.
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.
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) 28
Date of Incorporation 2021-02-10
Total AUM 1268212.63
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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