SBI Retirement Benefit Fund Conservative Hybrid Plan
Direct · Growth ₹15.98
20 Apr 2026
NAV
11.0%
3Y CAGR
9.3%
5Y CAGR
9.9%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
5.86
Sharpe
-6.9%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.49 L | 9.3% | -10.2% | 22.6% |
| 3 Years | ₹36.00 L | ₹42.15 L | 10.9% | 1.9% | 16.1% |
| 5 Years | ₹60.00 L | ₹73.65 L | 7.9% | 5.7% | 9.4% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 9.3% | 2.1% | +7.2% |
| 3 Years | 10.9% | 11.2% | -0.3% |
| 5 Years | 7.9% | 11.1% | -3.2% |