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

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

1 Year 3 Year 5 Year 9 Year
CAGR(%) 12.58 8.5 N/A N/A
Average Rolling Returns(%) 7.95 N/A N/A N/A

The Current NAV of SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth is ₹12.90.

It is better to invest in a fund with a longer track record as SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark CRISIL Hybrid 85+15 - Conservative Index returns, as Funds portfolio is significantly different.

SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth fund’s expense ratio is 1.39%

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 Plan - Regular Plan - Growth is currently ₹168 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 - Regular Plan - Growth fund are Others, BFSI and Auto accounting for 87% 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 - Regular Plan - Growth Fund is Solution Oriented - Retirement Fund.

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

SBI Retirement Benefit Fund - Conservative 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 Plan - Regular Plan - Growth is Stocks : 18.61%, Debt : 81.38% and Gold : 0%

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

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

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