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
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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