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SBI Retirement Benefit Fund - Conservative Plan Direct Growth
Direct
Growth
3 yr CAGR
+9.98%
Direct
Growth
3 yr CAGR
+9.98%
Fund overview
Net Asset Value
₹14.4467
AUM (Fund size)
172.5 Crore
Lock-in period
5 years
Exit Load
0% in 0 days
Expense ratio
0.92%
Risk
Moderately High
Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
2.11 Lakhs ₹
Min investment of ₹500 required
Top holdings
| Holdings | Weightage |
|---|---|
| 6.79% Govt Stock 2034 | 23.36% |
| 7.3% Govt Stock 2053 | 21.03% |
| Bharat Sanchar Nigam Limited | 5.87% |
| 7.34% Govt Stock 2064 | 4.53% |
| 7.25% State Government Of Maharashtra 2044 | 2.98% |
| Torrent Power Limited | 2.97% |
| Rural Electrification Corporation Limited | 2.95% |
| Sundaram Finance Limited | 2.92% |
| Power Finance Corporation Ltd. | 2.9% |
| Tata Power Renewable Energy Ltd. (Guaranteed By Tata Power Ltd.) | 2.89% |
Calculate returns
Monthly (SIP)
One-Time
₹
yrs
₹4,000 invested monthly becomes ₹0 in a period of 20 years
Top Sectors
Related Funds
| Fund | NAV | 3yr Returns | Risk |
|---|---|---|---|
| 19.89 | 14.46% | Very High Risk | |
| 20.80 | 15.23% | Very High Risk | |
| 19.62 | 13.79% | Very High Risk | |
| 22.91 | 10.68% | Moderately High risk | |
| 17.32 | 10.25% | High Risk | |
| 31.08 | 18.32% | Very High Risk | |
| 15.54 | 9.41% | Moderate Risk | |
| 20.38 | 15% | Very High Risk | |
| 16.24 | 7.53% | Moderate Risk | |
| 32.61 | 22.53% | Very High Risk |
About SBI Funds Management Ltd
SBI Mutual Fund was launched as a joint venture between State Bank of India (SBI) and AMUNDI of France which is an asset management company, way back in 1987. You will find State Bank of India as the sponsor and SBI Mutual Fund Trustee Company Private Limited as the trustee of the SBI Mutual Fund.
Managers | Rohit Shimpi, Ardhendu Bhattacharya |
Custodians | Bank of Nova Scotia |
Address | SBI Funds Management Private Limited 9th Floor, Crescenzo, |
Fax Nos. | +91 22 67425687 |
Telephone Nos. | +91 22 61793000 |
Homepage | www.sbimf.com |
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Start your investment
Lumpsum
SIP
Amount
₹
Estimated value after 3 years
(as per historical returns)
2.11 Lakhs ₹
Min investment of ₹500 required
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Frequently Asked Questions
What are Balanced/Hybrid funds?
Hybrid funds are mutual funds in which the fund manager allocates your money in both equity and debt in a certain ratio. The ratio is decided when the fund is announced and it remains constant throughout.
Who should invest in a Balanced/hybrid fund?
Balanced funds are suitable for a medium-term horizon and are ideal for investors who are looking for a mixture of safety, income and modest capital appreciation
Who should invest in a Balanced/hybrid fund?
Balanced funds are suitable for a medium-term horizon and are ideal for investors who are looking for a mixture of safety, income and modest capital appreciation
What is a lock-in period?
It is the period for which your money will remain locked in the mutual fund. Most mutuals do not have any lock-in period. ELSS, Tax-Savers, come with a lock-in of 3 years which is the lowest compared to other 80C investment options. Lock-in period is calculated from the date of investment. Meaning SIPs will have different lock-in dates
Is KYC necessary for BLACK?
KYC is necessary for all fund houses. If you are investing through BLACK, you need to do your KYC just once. The same KYC will be used for all further investments.
What is a Mandate (Auto-SIP)?
A Mandate is a one-time registration through which you instruct your bank account to deduct a specified amount of money from your account daily towards investing into a SIP portfolio. Once you register for Mandate, you don’t have to follow the payment process every time you invest in the SIP.
