TradePilotMutual funds · Retirement Funds
SBI Retirement Benefit Fund - Conservative Plan
SBI Mutual Fund · Regular plan · Growth option
NAV history
NAV history: mfapi.in (AMFI data).
Scheme facts
- Scheme code
- 148696
- Category
- Solution Oriented Scheme - Retirement Fund
- ISIN
- INF200KA1T13
- Plan / option
- Regular / Growth
- Fund age
- 5.7 years
- Rank in category
- 23 of 27 by 3-year CAGR
- Expense ratio (TER)
- 1.43% a year declared 2026-11-08, AMFI
- AUM
- Not in free feeds
Returns and risk
1 month▲ +2.0%
3 months▲ +0.4%
6 months▲ +3.7%
1 year▲ +3.0%
3-year CAGR▲ +6.5%
5-year CAGR▲ +6.4%
10-year CAGR–
Volatility (3y)3.7%
Sharpe (3y)0.14
Sortino (3y)0.19
Beta vs NIFTY 500.26
Max fall (3y)-4.6%
Computed from NAV (1394 daily points to 2026-11-09). Returns are after expenses. Risk-free rate assumed 6.0% for Sharpe and Sortino.
Other plans of this scheme
| Direct · Growth | 15.1925 |
| Direct · IDCW | 15.1903 |
| Regular · IDCW | 14.7705 |
Information only, not investment advice. Past performance does not predict future results. Risk disclosure Mutual fund investments are subject to market risks; read all scheme-related documents carefully.