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SBI Retirement Benefit Fund Conservative P Direct Growth

SBI Retirement Benefit Fund Conservative P Direct Growth

Solution Oriented

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Retirement Fund

NAV ₹15.03 as on 16 Jul 2026

RiskModerately High

Fund Size₹144.87Cr

NAV	₹15.03 as on 16 Jul 2026
Risk	Moderately High
Fund Size	₹144.87Cr

Investment Details

Lock-in

5 Years

Min One Time Amount

₹5,000

Min Withdrawal Amount

₹-

Min SIP Amount

₹500

Min Additional Amount

₹1,000

Exit Load

Nil

Basic Details

Age

5 years 5 months (Since Feb 10, 2021)

Return since Launch

7.79%

Expense ratio

0.97%

Type

OPEN

AUM (Fund Size)

₹144.87

Risk Grade

Moderately High

Benchmark

CRISIL Hybrid 85+15 - Conservative Index

Calculate Your Returns

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Returns

Total investment of ₹2,40,000

Would have become ₹61,949 (+209.74%)

Asset Allocation

Currently, data not available

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Scheme Holding Summary

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Riskometer

Level of risk in the scheme

Moderate

High

Low

Very
High

Your investment will be at Moderately High Risk

Fund house & investment objective

SBI MUTUAL FUND

Rank (total assets)	#1 in India
Total AUM	₹12,81,380.68Cr

Date of Incorporation	07 Feb 1992

SBI Retirement Benefit Fund Conservative P Direct Growth is a Solution Oriented Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 10 Feb 2021. The fund currently has an Asset Under Management(AUM) of ₹12,81,380.68 Cr and the Latest NAV as of 16 Jul 2026 is ₹15.03.
The SBI Retirement Benefit Fund Conservative P Direct Growth is rated Moderately High. Minimum SIP Investment is set to ₹500 . Minimum Lumpsum Investment is ₹5,000. Exit load of Nil.

Returns and Rankings

Category: Solution Oriented Retirement Fund

Annualised returns

Absolute returns

	1Y	3Y	5Y	All
Fund returns	2.17%	2.35%	1.45%	1.51%
Category average	2.50%	3.48%	1.88%	-
Rank within category	12	20	16	-

FAQ’s

What kind of returns does SBI Retirement Benefit Fund Conservative P Direct Growth provide?

SBI Retirement Benefit Fund Conservative P Direct Growth has given a return of 7.23% in the past 3 years.

What is the expense ratio charged by SBI Retirement Benefit Fund Conservative P Direct Growth?

The Expense Ratio charged by SBI Retirement Benefit Fund Conservative P Direct Growth is 0.97%.

What is the AUM size of SBI Retirement Benefit Fund Conservative P Direct Growth?

The AUM size of SBI Retirement Benefit Fund Conservative P Direct Growth is ₹144.87Cr.

What is the minimum SIP amount that you can invest in SBI Retirement Benefit Fund Conservative P Direct Growth?

₹500 is the minimum SIP amount that you can invest in SBI Retirement Benefit Fund Conservative P Direct Growth .

What are the top stock holdings of SBI Retirement Benefit Fund Conservative P Direct Growth?

The top stock holdings of SBI Retirement Benefit Fund Conservative P Direct Growth include

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SBI Retirement Benefit Fund Conservative P Direct Growth

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3-in-1 Account

Start SIPs at just
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Category: Solution Oriented Retirement Fund

FAQ’s

What kind of returns does SBI Retirement Benefit Fund Conservative P Direct Growth provide?

What is the expense ratio charged by SBI Retirement Benefit Fund Conservative P Direct Growth?

What is the AUM size of SBI Retirement Benefit Fund Conservative P Direct Growth?

What is the minimum SIP amount that you can invest in SBI Retirement Benefit Fund Conservative P Direct Growth?

What are the top stock holdings of SBI Retirement Benefit Fund Conservative P Direct Growth?

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SBI Retirement Benefit Fund Conservative P Direct Growth

Open FREE 3-in-1 Account

Start SIPs at just ₹100

Category: Solution Oriented Retirement Fund

FAQ’s

What kind of returns does SBI Retirement Benefit Fund Conservative P Direct Growth provide?

What is the expense ratio charged by SBI Retirement Benefit Fund Conservative P Direct Growth?

What is the AUM size of SBI Retirement Benefit Fund Conservative P Direct Growth?

What is the minimum SIP amount that you can invest in SBI Retirement Benefit Fund Conservative P Direct Growth?

What are the top stock holdings of SBI Retirement Benefit Fund Conservative P Direct Growth?

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Open FREE
3-in-1 Account

Start SIPs at just
₹100