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SBI Mutual Fund

SBI Retirement Benefit Fund Conservative Plan (Growth)

OtherSolution Oriented

13.1293

NAV (May 29)

8.6%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Scripbox Recommended Goals
Plans that will help you to achieve your life goals across multiple time frames.?Learn more

Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

13.1293

NAV (May 29)

Fund Returns

Last 1Y
11%
Last 3Y
8.2%
Last 5Y
NA
Last 10Y
NA
Since Inception
8.6%
6 Month CAGR
6.8%

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.

Expense Ratio
1.38
Launched (3y ago)
Feb 17, 2021
AUM in Crores
170.169
ISIN
INF200KA1T13
Lock-in
5
Benchmark
CRISIL Hybrid 85+15 - ConservativeTR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
2.8
Standard Deviation (5yr)
0
Beta (3yr)
0.8
Beta (5yr)
0
Sharpe Ratio (3yr)
0.895
Sharpe Ratio (5yr)
0
YTM
7.73
Fund Managers

Mohit Jain

Fund Manager

Pradeep Kesavan

Fund Manager

Rajeev Radhakrishnan

Fund Manager

Rohit Shimpi

Fund Manager

Ardhendu Bhattacharya

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
SBI Retirement Benefit Fund Conservative Plan (Growth)70%8,94,012 1,61,4008.2%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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.

Asset allocation and Holdings

Last updated on 2024-05-29

Top Stock Holdings

7.25% govt stock 2063

20.7%
20.7%

7.72% govt stock 2028

13.2%
13.2%

8.34% govt stock 2033

7.5%
7.5%

7.1% govt stock 2034

5.9%
5.9%

bharat sanchar nigam limited

5.9%
5.9%
See all holdings

Allocation by Sector

financial services

5.6%
5.6%

consumer cyclical

4.9%
4.9%

industrials

4.3%
4.3%

technology

1.4%
1.4%

basic materials

1.2%
1.2%
See all sectors

Comparison with Other Funds

Fund NameFund Size
Principal Retirement Sav Conservative fund (G)
Principal Retirement Sav Conservative fund (G)

₹ 1 cr

₹ 133 cr

₹ 18 cr

₹ 3,196 cr

₹ 28 cr

amc-img

About the AMC

SBI Funds Management Ltd

SBI Funds Management Ltd manages assets worth 682,249 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 90 equity,230 debt and 41 hybrid funds.amc-img
phone-img022-61793000
email-img
Fund NameScripbox Opinion
Till Date CAGR

5.2%

6.5%

20.2%

18%

15.6%

12.3%

23.3%

16.4%

27%

13.6%

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 8.6% over a period of 3 years. The fund is managed by SBI Funds Management Ltd. The fund managers are Ardhendu Bhattacharya, Mohit Jain, Pradeep Kesavan, Rajeev Radhakrishnan, Rohit Shimpi.

Nav of SBI Retirement Benefit Fund Conservative Plan (G) as of 5/29/2024 is ₹13.13 with the total AUM as of 5/30/2024 is ₹170.169. 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)?

SBI Retirement Benefit Fund Conservative Plan (G) is a Solution Oriented Other scheme predominantly investing across Other instruments with an investment objective to generate wealth over the long term.

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 1.38% for regular plan.