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SBI Retirement Benefit Fund - Conservative Plan

Factual scheme page. Every figure below is as reported by the data source on the date shown, and is a record of the past — not a forecast and not a promise.

  • Latest NAV: ₹14.5382 (as on 3 Nov 2026)
  • Fund house: SBI Mutual Fund
  • Category: Solution Oriented Schemes ** - Retirement Fund
  • Plan: Regular Plan
  • Option: Growth
  • AUM: ₹141 crore
  • Expense ratio: 1.45%
  • Benchmark: NIFTY Composite Debt Index
  • Riskometer: Moderately High Risk
  • Inception: 20 Jan 2021

Returns as reported (CAGR)

  • 1 year: 1.15%
  • 3 years: 6.03%
  • 5 years: 6.25%
  • Since inception: 6.72%

Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. Aumsetu publishes scheme facts and does not rate, rank or recommend any scheme.

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