- Mutual Funds
- SBI Mutual Fund
- SBI Retirement Benefit Fund Conservative Plan (Growth)
SBI Retirement Benefit Fund Conservative Plan (Growth)
₹ 12.3382
NAV (Dec 01)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 12.3382
NAV (Dec 1)
Fund Returns
Last 1Y | 8.2% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 7.7% |
6 Month CAGR | 4% |
Scheme Information
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.
Expense Ratio | 1.37 |
Launched (2y ago) | Feb 17, 2021 |
AUM in Crores | 162.004 |
ISIN | INF200KA1T13 |
Lock-in | 5 |
Benchmark | CRISIL Hybrid 85+15 - ConservativeTR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 0 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 0 |
Sharpe Ratio (5yr) | 0 |
YTM | 7.85 |
Returns Calculator Comparison
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with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Retirement Benefit Fund Conservative Plan (Growth) | NaN | NaN | % | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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.
Asset allocation and Holdings
Top Stock Holdings
7.18% govt stock 2037
18.3%treps
9.2%7.25% govt stock 2063
7.6%bharat sanchar nigam limited
6.2%lic housing finance limited
4.7%Allocation by Sector
financial services
5.7%consumer cyclical
4.8%industrials
4.1%technology
1.5%basic materials
1.4%Comparison with Other Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 1 cr | ||
₹ 153 cr | ||
₹ 16 cr | ||
₹ 3,196 cr | ||
₹ 6 cr |
About the AMC
SBI Funds Management Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.7% | 6.5% | ||
23.5% | 17.6% | ||
17.3% | 11.9% | ||
29.7% | 16.2% | ||
4.9% | 6.9% |
SBI Retirement Benefit Fund Conservative Plan (G) Review
SBI Retirement Benefit Fund Conservative Plan (G) is a Solution Oriented Other fund and has delivered an annualised return of 7.7% over a period of 2 years. The fund is managed by SBI Funds Management Ltd. The fund managers are Ardhendu Bhattacharya, Dinesh Ahuja, Mohit Jain, Rohit Shimpi.
Nav of SBI Retirement Benefit Fund Conservative Plan (G) as of 12/1/2023 is ₹12.34 with the total AUM as of 12/3/2023 is ₹162.004. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Retirement Benefit Fund Conservative Plan (G) was launched on Feb 17, 2021. The category risk of the fund is Moderately High risk.
The minimum SIP amount for SBI Retirement Benefit Fund Conservative Plan (G) 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. Check your estimated returns on mutual funds by using sip calculator.
Frequently Asked Questions
What is SBI Retirement Benefit Fund Conservative Plan (G)?
How to invest in SBI Retirement Benefit Fund Conservative Plan (G)?
You can invest in SBI Retirement Benefit Fund Conservative Plan (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of SBI Retirement Benefit Fund Conservative Plan (G)?
The minimum sip amount for SBI Retirement Benefit Fund Conservative Plan (G) is ₹1000. You can invest in multiples of ₹5000.
Is SBI Retirement Benefit Fund Conservative Plan (G) good to invest in?
As per Scripbox experts, SBI Retirement Benefit Fund Conservative Plan (G) is a Not Reviewed Yet fund. You can investSBI Retirement Benefit Fund Conservative Plan (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the SBI Retirement Benefit Fund Conservative Plan (G)?
The expense ratio of the SBI Retirement Benefit Fund Conservative Plan (G) is 1.37% for regular plan.