SBI Retirement Benefit Fund - Conservative Hybrid Plan
SBI Retirement Benefit Fund - Conservative Hybrid Plan
Conservative HybridRank #21
3/5
NAV (2026-07-14)
₹15.77
AUM
₹256.77 Cr
Exp. Ratio: 1.76%
RISK LEVEL
High
Returns & Performance
1 Year0.95%1.76% vs cat avgRank #24
3 Year7.16%0.47% vs cat avgRank #18
5 Year7.93%0.66% vs cat avgRank #10
Since Launch8.76%--
Fund vs Category Average
1Y
0.95%-1.76%
3Y
7.16%-0.47%
5Y
7.93%+0.66%
Pros & Cons
Pros
✔Above category avg 5Y returns
Cons
✖1Y returns trail category average
✖3Y returns below category average
✖Higher expense ratio (1.76%)
✖1Y category rank outside top 15 (#24)
✖Overall rank #21 in category
ISININF200KA1T54
NAV₹15.77
NAV Date2026-07-14
AUM₹256.77 Cr
Expense Ratio1.76%
RiskHigh
Rating3 / 5
Lock-in Period5 days
Min SIP Amount₹500
Max SIP Amount₹999999999
Min Additional Inv.₹1000
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1987-06-29
INVESTMENT OBJECTIVE
The scheme seeks to provide a comprehensive retirement saving solution that serves the variable needs of the investors through long term diversified investments in major asset classes.
Exit Load--
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsReturns are taxed as per your income tax slab.
Pradeep Kesavan
Mr. Kesavan has done B.Com, MBA (Finance) and CFA
Prior to joining SBI MF, he has worked with Elara Capital, Accenture Strategy, Morgan Stanley and 3i Infotech
