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SBI Retirement Benefit Fund - Conservative Hybrid Plan
SBI Mutual Fund · Regular plan · IDCW option
NAV history
NAV history: mfapi.in (AMFI data).
Scheme facts
- Scheme code
- 148697
- Category
- Solution Oriented Scheme - Retirement Fund
- ISIN
- INF200KA1T62
- Plan / option
- Regular / IDCW
- Fund age
- 5.7 years
- Expense ratio (TER)
- 1.76% a year declared 2026-11-08, AMFI
- AUM
- Not in free feeds
Returns and risk
1 month▲ +3.6%
3 months▲ +0.6%
6 months▲ +4.5%
1 year▲ +3.2%
3-year CAGR▲ +7.1%
5-year CAGR▲ +7.0%
10-year CAGR–
Volatility (3y)5.8%
Sharpe (3y)0.22
Sortino (3y)0.30
Beta vs NIFTY 500.43
Max fall (3y)-7.0%
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 | 16.6432 |
| Direct · IDCW | 16.6410 |
| Regular · Growth | 16.0889 |
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.