Overview / Mutual Fund Discovery / Open Ended Schemes ( Solution Oriented Scheme - Retirement Fund ) / AMFI 148692

SBI Retirement Benefit Fund - Conservative Hybrid Plan - Regular Plan - Growth

SBI Mutual Fund • Open Ended Schemes ( Solution Oriented Scheme - Retirement Fund ) • Regular Plan • Growth

Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)

Latest NAV (2026-11-09)
₹16.0889
AMFI Code / ISIN
148692 / INF200KA1T54
Category Peer Standing
#57 of 84 ranked peers in Open Ended Schemes ( Solution Oriented Scheme - Retirement Fund ) by 3Y Sortino
Historical Track
2021-02-17 to 2026-11-09 (1,395 daily observations)
Expense Ratio (TER)
Data unavailable (published only when verified against AMC statutory disclosures)
SEBI Riskometer
Data unavailable

Trailing CAGR, Rolling Returns & Risk Ratios

1Y CAGR
+3.17% p.a.
3Y CAGR
+7.09% p.a.
5Y CAGR
+7.12% p.a.
10Y CAGR
N/A
Since Inception CAGR
+8.56% p.a.
Sortino Ratio (3Y)
0.14
Sharpe Ratio (3Y)
0.10
Calmar Ratio
1.02
Annualized Volatility (3Y)
+5.78%
Maximum Drawdown
-6.98%
1Y / 3Y / 5Y Rolling Mean CAGR
+8.13% / +9.63% / +8.11%

Learn Sortino, Sharpe, Calmar & Drawdown in Knowledge Centre Module 3 • Quantitative Methodology

Monthly Portfolio Holdings & Overlap Check

Verified monthly AMC portfolio disclosure holdings are queried on demand for covered schemes and never fabricated. Learn multi-fund portfolio overlap analysis.

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