- Mutual Funds
- SBI Mutual Fund
- SBI Retirement Benefit Fund - Conservative Hybrid Plan Direct Growth
SBI Retirement Benefit Fund - Conservative Hybrid Plan Direct Plan Growth
₹ 15.57
NAV (May 09)
10.998%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Scheme Information
Investment Objective
The scheme seeks to provide a comprehensive retirement saving solution that serves the variable needs of the investors through long term diversified investments in major asset classes.
Expense Ratio | 1.26 % |
Launched 4Y ago | 2021-02-10 |
AUM in Crores | 277.4 |
ISIN | INF200KA1T70 |
Lock-in (days) | 1825 |
Benchmark | CRISIL Hybrid 65+35 Conservative Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 5.7 |
Beta | 0.9 |
Sharpe Ratio | 0.6 |
YTM | - |
Asset allocation and Holdings
Top Stock Holdings
GOI
13.05%GOI
10.08%GOI
7.28%GOI
5.61%GOI
4.65%See all holdings
Allocation by Sector
Financial
9.87%Technology
4.35%Automobile
3.77%Capital Goods
3.2%Energy
2.8%See all sectors
Comparison with Others Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 51,111 cr | ||
₹ 4,828 cr | ||
₹ 15,014 cr | ||
₹ 7,768 cr | ||
₹ 98,541 cr |
Frequently Asked Questions
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