SBI Retirement Benefit Fund - Conservative Plan - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 13.4 | 9.11 | N/A | N/A |
Average Rolling Returns(%) | 8.75 | N/A | N/A | N/A |
The Current NAV of SBI Retirement Benefit Fund - Conservative Plan - Growth - Direct Plan is ₹13.04.
It is better to invest in a fund with a longer track record as SBI Retirement Benefit Fund - Conservative Plan - Growth - Direct Plan cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark NIFTY 50 returns, as Funds portfolio is significantly different.
SBI Retirement Benefit Fund - Conservative Plan - Growth - Direct Plan fund’s expense ratio is 0.92%
The process for redemption is
The AUM of SBI Retirement Benefit Fund - Conservative Plan - Growth - Direct Plan is currently ₹170 Crores.
The Top three stocks are HDFC Bank, ICICI Bank and Infosys and account for 4% of its portfolio. Top 5 and 10 stocks of fund account for 5% and 8% of fund’s portfolio respectively.
Top three sectors of SBI Retirement Benefit Fund - Conservative Plan - Growth - Direct Plan fund are Others, Miscellaneous and BFSI accounting for 86% of the total portfolio.
Since this is a Solution Oriented - Retirement Fund 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 Plan - Growth - Direct Plan Fund is Solution Oriented - Retirement Fund.
Rohit Shimpi and Dinesh Ahuja manage the SBI Retirement Benefit Fund - Conservative Plan - Growth - Direct Plan Fund.
SBI Retirement Benefit Fund - Conservative Plan - Growth - Direct Plan current PE ratio is 0.00 and PB ratio is 0.00
The asset allocation of SBI Retirement Benefit Fund - Conservative Plan - Growth - Direct Plan is Stocks : 18.60%, Debt : 81.37% and Gold : 0%
The minimum SIP amount for SBI Retirement Benefit Fund - Conservative Plan - Growth - Direct Plan is ₹1000.00 and minimum lumpsum is ₹5000.00
The exit load for SBI Retirement Benefit Fund - Conservative Plan - Growth - Direct Plan is Nil