SBI Retirement Benefit Fund - Conservative Hybrid Plan Direct Growth
AllocationRetirement
16.07
-0.05(-0.32%)
NAV as on 09 Dec, 2025
CAGR
9.66%
- AUM (Crs.)287.43
- Expense Ratio1.17 %
- Sharpe Ratio / Category Average0.60
- Standard Deviation / Category Average5.28
- Beta / Category Average-
- Portfolio Turnover / Category Average98.54 / 44.31
- Top 5 Stocks Wt.41.15
- Top 10 Stocks Wt.55.26
- Top 3 Sectors Wt.23.80
- Investment StyleLarge Growth
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocksundefined
- Avg. Market Capundefined
- Top 10 Stocksundefined%
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View Holdings
Fundamentals
| Measures | Fund | Category Average |
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Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
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Holdings
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About
- Fund Manager(s)Check HistoryArdhendu Bhattacharya, Rohit Shimpi
- Launch Date17 Feb, 2021
- BenchmarkS&P BSE 500
Objective
The investment objective of the scheme is to provide a comprehensive retirement saving solution that serves the variable needs of the investors through long term diversified investments in major asset classes. However, there can be no assurance that the investment objective of the Scheme will be realized.
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