Compare Funds

See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.

SB
SBI MFSBI Retirement Benefit Fund - Conservative Hybrid Plan - Growth - Direct PlanDirect · Growth
₹16.21 as on 16 Sep 2026
VS
SB
SBI MFSBI Children's Fund - Investment Plan - Growth - Direct PlanDirect · Growth
₹52.92 as on 15 Sep 2026
Key Metrics Comparison
MetricSBSBI Retirement Benefit Fund - Conservative Hybrid Plan - Growth - Direct PlanSBSBI Children's Fund - Investment Plan - Growth - Direct Plan
Snapshot
AMCSBI MFSBI MF
CategorySolution Oriented - Retirement Fund - DebtSolution Oriented - Children's Fund
NAV₹16.21 (16 Sep 2026)₹52.92 (15 Sep 2026)
Rating★★★★★★★
BenchmarkCRISIL Hybrid 65+35 - Conservative IndexCRISIL Hybrid 35+65 - Aggressive Index
Fund ManagerRohit ShimpiR. Srinivasan
Inception10 Feb 202129 Sep 2020
Returns
1Y1.90%13.72%
3Y6.42%20.41%
5Y7.58%19.85%
Since Inception9.01%32.23%
Risk
5.9114.81
1.171.32
0.401.16
2.249.52
0.782.39
-5.82%-9.74%
Costs
Expense Ratio1.24%1.11%
Exit LoadNil3% on or before 1Y, 2% after 1Y but on or before 2Y, 1% after 2Y but on or before 3Y, Nil after 3Y
Min SIP₹1,000₹1,000
Min Lumpsum₹5,000₹5,000
Lock-in5 years5 years

Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.

Portfolio Overlap

Portfolio holdings aren't disclosed for one or both funds, so overlap can't be computed.

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