SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth
- 1 yr return12.1%
- 3 yr return-
- 5 yr return-
- Expense Ratio1.39%
- Lock-in Period--
- Exit Load0%
- Fund Size (Cr)
154.9 - NAV11.9
Performance Graph
- Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator 
- Show returns for: SIP Lumpsum
- Monthly SIP ()
- Investment years: 1 3 5
- Amount invested/month: -
- Time Period: 1 years
- Estimated Returns: 0
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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.
Tax Implications
Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds
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Riskometer
Top Holdings
- Companies %
- 7.26% CGL 2033 13
- Power Finance Corporation Ltd. 6.5
- Nuclear Power Corporation of India Ltd. 6.5
- Bharat Sanchar Nigam Ltd. 6.5
- 7.26% CGL 2032 6.5
- National Bank for Agriculture and Rural Development 6.4
- LIC Housing Finance Ltd. 4.9
- Housing Development Finance Corporation Ltd. 4.9
- Summit Digitel Infrastructure Pvt. Ltd. 4.6
- 7.73% State Government of Maharashtra 2032 3.4
- Mahanagar Telephone Nigam Ltd. 3.2
- Sectors %
- Finance24.3
- Govt-Sec22.9
- Banks15.8
- Telecom14.4
- Power6.5
Fund House
- Fund House SBI Funds Management Private Limited
- Fund Manager Rohit Shimpi
- Launch Date 10-Feb-21
- Address Mumbai - 400 005
- Email ID partnerforlife@sbimf.com
- Website www.zfunds.in
- SID https://www.sbimf.com/en-us/offer-document-sid-kim