SBI Funds Management Private Limited

SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth

HybridSolution Oriented - Retirement
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return12.1%
  • 3 yr return-
  • 5 yr return-
  • Expense Ratio1.39%
  • Lock-in Period--
  • Exit Load0%
  • Fund Size (Cr)Rupees154.9
  • NAVRupees11.9

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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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

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