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    • SBI Retirement Benefit Fund Conservative Hybrid Plan (Growth)
    SBI Mutual Fund

    SBI Retirement Benefit Fund Conservative Hybrid Plan (Growth)

    OtherOther

    11.1889

    NAV (Sep 15)

    11.3%
    Till Date CAGR
    Scripbox Opinion

    Not Reviewed yet

    Our analysis of this fundLearn how we rate funds ->

    Track Record

    0 Years.

    Relative Size

    170 Cr.

    Category View

    .

    Consistency Of Performance

    .

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      Historical growth rate of 12% per annum
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      Recommended Duration > 5 years
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      No Lock-in
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      Grow Wealth , Retirement , Kid's Education

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    Historical NAV

    11.1889

    NAV (Sep 15)

    Fund Returns

    NA
    Last 1Y
    NA
    Last 3Y
    NA
    Last 5Y
    NA
    Last 10Y
    11.3%
    Since Inception
    info-icon-blue

    Scheme Information

    Investment Objective

    The investment objective of the scheme is to provide a comprehensive retirement saving solution that serves the variable needs of the investors through long term diversified investments in major asset classes. However,there can be no assurance that the investment objective of the Scheme will be realized.

    Low

    Low to Moderate

    Moderate

    Moderately High

    High

    Very High

    risk-indicator-arrow.svg

    Moderately High risk

    Expense Ratio
    1.61 %
    Launched (0y ago)
    Feb 17, 2021
    AUM in Crores
    ₹ 170
    ISIN
    INF200KA1T54
    Lock-in
    5
    Benchmark
    CRISIL Hybrid 65+35 Conservative TR INR
    SIP Minimum
    ₹ 1,000
    Lumpsum Min.
    ₹ 5,000
    Fund Managers
    user-avatar

    Ardhendu Bhattacharya

    Fund Manager

    user-avatar

    Dinesh Ahuja

    Fund Manager

    user-avatar

    Gaurav Mehta

    Fund Manager

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    Returns Calculator Comparison

    of

    for

    with step up of

    InstrumentReturnsTotal CorpusGainsAnnualised %
    Mutual Fund70%₹ 965,796 ₹ 233,18411.25%
    EPF70% ₹ 900,761 ₹ 168,1498.50%
    Property70% ₹ 867,662 ₹ 135,0507.00%
    PPF70% ₹ 869,819 ₹ 137,2077.10%
    Bank FD70% ₹ 846,471 ₹ 113,8596.00%
    Gold70% ₹ 846,471 ₹ 113,8596.00%
    Savings Bank70% ₹ 825,950 ₹ 93,3385.00%

    Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

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    Build Long Term Wealth

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    • Inflation beating returns
      Inflation beating returns
    • Grow Wealth , Retirement , Kid's Education
      Grow Wealth , Retirement , Kid's Education
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      One click investing tracking
    comparison

    Comparison with Other Funds

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    amc-icon

    About the AMC

    SBI Funds Management Private Limited

    SBI Funds Management Private Limited manages assets worth 449,674 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 75 equity,232 debt and 54 hybrid funds.

    amc-img

    SBI Focused Equity Fund (G)

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    SBI Magnum Ultra Short Duration Fund (G)

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    SBI Focused Equity Fund Inc Dist cum Cap Wdrl (RIDCW-A)

    SBI Focused Equity Fund Inc Dist cum Cap Wdrl (RIDCW-A)

    Diversified

    Top Ranked

    ₹ 19,429 Cr

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    5 Year CAGR

    5 Y CAGR

    SBI Magnum Ultra Short Duration Fund of Income Dist cum cap wdrl (RIDCW-W)

    SBI Magnum Ultra Short Duration Fund of Income Dist cum cap wdrl (RIDCW-W)

    Ultra Short

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    ₹ 12,277 Cr

    Fund Size

    5.10%

    3 Year CAGR

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    SBI Magnum Ultra Short Duration Fund of Income Dist cum cap wdrl (D-W)

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    Ultra Short

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    ₹ 12,277 Cr

    Fund Size

    5.10%

    3 Year CAGR

    3 Y CAGR

    growth

    Build Long Term Wealth

    Invest in a scientifically curated set of equity mutual funds which are best aligned towards achieving any long term objectives you have.

    • graph-icon-gray
      Historical growth rate of 12% per annum
    • graph-icon-gray
      Recommended Duration > 5 years
    • graph-icon-gray
      No Lock-in
    • graph-icon-gray
      Grow Wealth , Retirement , Kid's Education
    • graph-icon-gray
      One-click investing and tracking
    • graph-icon-gray
      Zero fees for all your investments
    Parag Parikh Flexi Cap fund (Growth)

    Parag Parikh Flexi Cap fund (Growth)

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    Invesco India Growth Opportunities Fund (Growth)

    Invesco India Growth Opportunities Fund (Growth)

    Equity

    Diversified

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    3,600+

    AUM

    2,500+

    Cities

    2012

    Established

    How does Scripbox rate funds?

    Proprietary 4-step system to rate mutual funds

    We use a proprietary system to rate mutual funds and based on that make a recommendation or rate the fund as top ranked.

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    Scripbox algorithm recommends 2-4 funds for investment for an investment asset class such as large cap, diversified, liquid etc. When you invest for an objective, the algorithm suggests the appropriate asset class and funds.
    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Sub-asset Class View

    Sub-asset Class View

    We check if the sub-category of the fund is recommended by us.

    Fund Performance

    Fund Performance

    Consistency of performance over various tenures is analysed for a relative performance stack.

    Track Record

    Track Record

    We look at consistent and long historical performance for our analysis.

    Fund Size

    Fund Size

    We look at the size of the fund with respect to other funds in the category. Larger funds are preferred.

    Impact of Interest Rates

    Impact of Interest Rates

    We check the relative interest rate risk of the sub-category of the fund. Lower the better.

    Credit Attractiveness

    Credit Attractiveness

    We check the credit quality of the underlying instruments present in the fund. Higher the better.

    Equity Funds

    Debt Funds

    About SBI Retirement Benefit Fund Conservative Hybrid Plan (G)

    About SBI Retirement Benefit Fund Conservative Hybrid Plan (G)

    SBI Retirement Benefit Fund Conservative Hybrid Plan (G) is a Other Other fund and has delivered an annualised return of 11.3% over a period of 0 years. . The fund is managed by SBI Funds Management Private Limited. The fund managers are Ardhendu Bhattacharya, Dinesh Ahuja, Gaurav Mehta

    SBI Retirement Benefit Fund Conservative Hybrid Plan (G) Investment Objective

    The investment objective of the scheme is to provide a comprehensive retirement saving solution that serves the variable needs of the investors through long term diversified investments in major asset classes. However,there can be no assurance that the investment objective of the Scheme will be realized. . However, there is no assurance that the objective of the scheme will be realized.

    SBI Retirement Benefit Fund Conservative Hybrid Plan (G) NAV,AUM,Risk

    The SBI Retirement Benefit Fund Conservative Hybrid Plan (G) fund was launched on Feb 17, 2021. The NAV (Net Asset Value) of this Other Other fund as of 2021-09-15 is ₹11.19. The total AUM (Asset Under Management) of the fund as of 16/09/2021 is ₹169.508. The category risk of the SBI Retirement Benefit Fund Conservative Hybrid Plan (G) fund is Moderately High risk. The fund charges 1.61 % as expense ratio.

    SBI Retirement Benefit Fund Conservative Hybrid Plan (G) Holdings

    The fund’s highest allocation is towards Debt and has invested 54.3% in this asset class. The top three holdings of the fund are , 5.63% govt stock 2026 , 6.97% govt stock 2026 , treps , 05.94 rj sdl 2025 , mahindra rural housing finance limited , 8.85% kerela sdl 2022 , tata realty and infrastructure limited , icici bank ltd , sona blw precision forgings ltd , hdfc bank ltd , grindwell norton ltd , v-mart retail ltd , hcl technologies ltd , abb india ltd , page industries ltd , divi's laboratories ltd , icici prudential life insurance company limited , state bank of india , icici lombard general insurance co ltd , axis bank ltd , procter & gamble hygiene and health care ltd , cholamandalam investment and finance co ltd , wabco india ltd , relaxo footwears ltd , hindalco industries ltd , cipla ltd , hawkins cookers ltd , v-guard industries ltd , abbott india ltd , aia engineering ltd , navin fluorine international ltd , esab india ltd , net receivable / payable , bharti airtel ltd , neogen chemicals ltd , timken india ltd , chalet hotels ltd , indian hotels co ltd , gail (india) ltd , nhpc ltd , tvs motor co ltd , powergrid infrastructure investment trust

    SBI Retirement Benefit Fund Conservative Hybrid Plan (G) Sip

    The minimum SIP (Systematic Investment Plan) amount for this is ₹1000 and you can increase this in multiples of ₹ 100. In case you want to invest a lump sum, the minimum amount to be invested is ₹ 5000.

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