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SBI Mutual FundSolution Oriented Scheme - Retirement FundRegularGrowth

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

Scheme code #148692 · Open Ended Schemes

₹15.9404
Latest NAV
04-09-2026
-0.04%
Day change
₹15.997
52-week high
₹14.6889
52-week low
NAV history
Returns
1 month0.03%
3 months4.14%
6 months3.67%
1 year (absolute)3.47%
3 years (absolute)22.17%
5 years (absolute)44.00%
1Y CAGR3.48%
3Y CAGR6.90%
5Y CAGR7.56%
Since inception CAGR8.67%
Risk metrics
Volatility (1Y, annualized σ)6.26%
Volatility (3Y, annualized σ)5.66%
Max drawdown (1Y)-6.98%
Max drawdown (3Y)-6.98%
Max drawdown (all time)-6.98%
Sharpe ratio (1Y, rf=6%)-0.40
Sharpe ratio (3Y, rf=6%)0.15
Scheme metadata
Fund houseSBI Mutual Fund
Scheme typeOpen Ended Schemes
Scheme categorySolution Oriented Scheme - Retirement Fund
PlanRegular
OptionGrowth
ISIN (Growth)INF200KA1T54
ISIN (Div reinvest)—
AMC codeS
Scheme code148692
Earliest NAV date17-02-2021
Total NAV observations1,350
History last refreshed2026-09-06 10:55:40 UTC

Returns and risk metrics are computed from the stored NAV series (daily observations, risk-free rate 6% for Sharpe). This is descriptive analytics, not investment advice.