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FAQ : SBI Retirement Benefit Fund - Conservative Hybrid Plan - Regular Plan - Growth

SBI Retirement Benefit Fund - Conservative Hybrid Plan - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) N/A 7.18 7.78 N/A
Average Rolling Returns(%) 9.99 10.59 N/A N/A

The Current NAV of SBI Retirement Benefit Fund - Conservative Hybrid Plan - Regular Plan - Growth is ₹15.31.

It is better to invest in a fund with a longer track record as SBI Retirement Benefit Fund - Conservative Hybrid Plan - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 500 returns, as Funds portfolio is significantly different.

SBI Retirement Benefit Fund - Conservative Hybrid Plan - Regular Plan - Growth fund’s expense ratio is 1.67%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of SBI Retirement Benefit Fund - Conservative Hybrid Plan - Regular Plan - Growth is currently ₹248 Crores.

The Top three stocks are HDFC Bank, Reliance Industries and ICICI Bank and account for 7% of its portfolio. Top 5 and 10 stocks of fund account for 11% and 17% of fund’s portfolio respectively.

Top three sectors of SBI Retirement Benefit Fund - Conservative Hybrid Plan - Regular Plan - Growth fund are Others, BFSI and Miscellaneous accounting for 75% of the total portfolio.

Funds Portfolio Quality is Very Good. It has a large proportion of Green Stocks.Since this is a Solution Oriented - Retirement Fund - Debt it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of SBI Retirement Benefit Fund - Conservative Hybrid Plan - Regular Plan - Growth Fund is Solution Oriented - Retirement Fund - Debt.

Rohit Shimpi and Ardhendu Bhattacharya manage the SBI Retirement Benefit Fund - Conservative Hybrid Plan - Regular Plan - Growth Fund.

SBI Retirement Benefit Fund - Conservative Hybrid Plan - Regular Plan - Growth current PE ratio is 0.00 and PB ratio is 0.00

The asset allocation of SBI Retirement Benefit Fund - Conservative Hybrid Plan - Regular Plan - Growth is Stocks : 37.57%, Debt : 62.41% and Gold : 0%

The minimum SIP amount for SBI Retirement Benefit Fund - Conservative Hybrid Plan - Regular Plan - Growth is ₹1000.00 and minimum lumpsum is ₹5000.00

The exit load for SBI Retirement Benefit Fund - Conservative Hybrid Plan - Regular Plan - Growth is Nil

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