SBI Retirement Benefit Fund - Conservative Plan

RetirementSolution Oriented Rank 17 of 19

NAV · Direct-Growth

₹14.91-0.02-0.15%

As of 1 Oct 2026 · AMFI

NAV growth+1.9%

Oct ’25Oct ’26

Arthkar verdictSolid on the numbers

Returns

Mixed vs category

1 of 3 periods ahead

Consistency

Strong

positive in 5 of 5 years

Beats its Retirement category on 1Y but trails on 3Y & 5Y.

1Y return

+1.6%

+1.2 vs cat

3Y CAGR

+6.4%

-2.5 vs cat

5Y CAGR

+6.7%

-1.0 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

4.9%

3Y std dev

Go deeper on SBI Retirement Benefit Fund - Conservative Plan

Two data-only views, computed from this fund's real NAV history — no projections.

SBI Retirement Benefit Fund - Conservative Plan SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.SBI Retirement Benefit Fund - Conservative Plan real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

SBI Retirement Benefit Fund - Conservative Plan is a Retirement scheme from SBI. Long-run track record: about 6.7% CAGR over 5 years.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF200KA1T39

NAV (Direct-Growth)

₹14.9080

Last 1Y

+1.90%

Oct 25Min ₹14.15 · Max ₹15.12 · 245 ptsOct 26

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-0.51%	-1.95%	2/ 28
1M	-1.09%	-3.91%	2/ 24
3M	-1.08%	-2.78%	3/ 22
6M	+5.13%	+6.62%	13/ 22
YTD	+0.87%	-1.46%	5/ 22
1Y	+1.62%	+0.45%	8/ 22
2Y	+3.23%	+1.33%	4/ 22
3Y	+6.45%	+8.96%	17/ 19
5Y	+6.74%	+7.79%	13/ 18

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