Funds similar to SBI Retirement Benefit Fund - Conservative Plan Direct-Growth in the Hybrid: Conservative Hybrid category include SBI Conservative Hybrid Fund Direct-Growth, Parag Parikh Conservative Hybrid Fund Direct-Growth, and ICICI Prudential Conservative Hybrid Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.

On a 3-year return basis SBI Retirement Benefit Fund - Conservative Plan Direct-Growth is ranked 27 out of 28 funds in the Hybrid: Conservative Hybrid category as of 7 Sep 2026. On a 5-year return basis it ranks 20 out of 28. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.

SBI Retirement Benefit Fund - Conservative Plan Direct-Growth has an expense ratio of 0.98%. The peers SBI Conservative Hybrid Fund Direct-Growth has an expense ratio of 0.98% and Parag Parikh Conservative Hybrid Fund Direct-Growth has 0.32%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.

SBI Retirement Benefit Fund - Conservative Plan Direct-Growth has an AUM of ₹140.43 crore. The peers SBI Conservative Hybrid Fund Direct-Growth has an AUM of ₹10,226.2 crore and Parag Parikh Conservative Hybrid Fund Direct-Growth has ₹3,473.41 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.

The top performing fund in the Hybrid: Conservative Hybrid category on a 3-year basis is SBI Childrens Fund - Savings Plan Direct-Growth with a CAGR of 11.76% as of 7 Sep 2026. SBI Retirement Benefit Fund - Conservative Plan Direct-Growth has delivered 6.68% CAGR over the same period, ranking 27 out of 28 funds. You can view and compare the full category ranking on sharpely.

On a risk-adjusted basis, SBI Retirement Benefit Fund - Conservative Plan Direct-Growth has a Sharpe ratio of 0.24 compared to the Hybrid: Conservative Hybrid average of 0.59 as of 7 Sep 2026. It ranks 28 out of 29 funds in its category on Sharpe ratio.