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SBI Mutual Fund

SBI Retirement Benefit Fund - Conservative Hybrid Plan

⚖️ Best of BothRetirementSolution
NAV 27 Oct 2026₹15.4168+0.44% on the day
1 year-1.9%category -3.8%
3 years+6.0%a year, category +8.1%
5 years+6.4%a year, category +6.8%
Since launch+7.8%a year, from 17 Feb 2021

How ₹10,000 has grown

Net asset value of the Regular plan, growth option. Daily history from AMFI.
₹9,808is what ₹10,000 put in on 27 Oct 2025 is worth today-1.9% (-1.9% a year)
16.0015.5615.1214.69Oct 2025Jan 2026Apr 2026Jul 2026Oct 2026
Source: AMFI via api.mfapi.in. As on 27 Oct 2026.

Returns

Point to point, as on 27 Oct 2026. Periods of a year or more are annualised. Category is the average of the 28 open-ended Regular growth Retirement funds on AMFI’s list.
PeriodThis fundCategoryRank
1 month-2.2%
6 months-0.0%
This yearsince 31 Dec-2.0%
1 year-1.9%
a year
-3.8%
a year
8 of 28
3 yearsannualised+6.0%
a year
+8.1%
a year
19 of 27
5 yearsannualised+6.4%
a year
+6.8%
a year
14 of 25
10 yearsannualisednot old enough
Since launch17 Feb 2021+7.8%
a year

If you had run a SIP

₹10,000 on the first NAV date of every month, annualised return (XIRR) to 27 Oct 2026.
3 years+1.9%₹3.6 lakh invested, a year
5 years+5.2%₹6 lakh invested, a year
10 yearsnot yetfund is 5.7 years old

Year by year

Calendar-year returns, last NAV of each December.
+5%2022
+15%2023
+9%2024
+5%2025
-2%2026

How bumpy the ride has been

Computed from the fund’s own price history. This is a description of past price behaviour, not the SEBI riskometer.
LowModerateHighVery high

Moderate swing. Moves, but gently. A bad year is uncomfortable rather than frightening.

Volatility5.6%annualised, 3 years
Worst fall-7.0%Jan 2026 to Mar 2026
Recovery3 momonths back to the old high
1-year windows positive95%of 57 rolling one-year periods
Worst 1 year-1.8%any 12-month window
Best 1 year+17.6%any 12-month window

Fund facts

From AMFI’s scheme master.
Fund houseSBI Mutual Fund
CategoryRetirement
Theme on CrowwdBest of Both
Launched17 Feb 2021 (5.7 years)
Plan and optionRegular, Growth
ISININF200KA1T54
AMFI scheme code148692
52-week range₹14.6889 to ₹15.9970
Same theme

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Crowwd Network India Private Limited is an AMFI-registered Mutual Fund Distributor, ARN-364802. Mutual fund investments are subject to market risks. Read all scheme related documents carefully. This page describes how SBI Retirement Benefit Fund - Conservative Hybrid Plan has behaved using NAV history published by AMFI; returns are of the Regular plan, growth option, and past performance does not guarantee future returns. It is information, not advice, and no fund is recommended to you. Category averages and ranks are computed by Crowwd across the open-ended Regular growth schemes in the same AMFI category and are not official rankings.

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