3 Year return
9.12%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Moderately High Risk
Asset Under Management
₹177.76 Cr.
Expense Ratio
0.92% (inclusive of GST)
Exit Load
Nil
Tax Implications
Tax on gains as per your income tax bracket
Fund Holdings
SBI Mutual Fund Managers
DA
Dinesh Ahuja
Fund Manager since Apr 2022
Fund House Details
SBI Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
HDFC Retirement Savings Fund Equity |
22.38% |
5 |
TATA Retirement Savings Fund Progressive |
18.55% |
4 |
HDFC Retirement Savings Fund Hybrid Equity |
16.86% |
5 |
Schemes by SBI Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan Gr
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan IDCW Payout
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan IDCW Reinvestment
Equity . Sectoral / Thematic
SBI Automotive Opportunities Fund Direct Plan Growth
Equity . Sectoral / Thematic
SBI Automotive Opportunities Fund Direct Plan IDCW Payout
About SBI Retirement Benefit Fund Conservative Plan Direct Plan Growth
The SBI Retirement Benefit Fund Conservative Plan Direct Plan Growth is a fund by SBI Mutual Fund. It falls under the solution oriented funds category. SBI Retirement Benefit Fund Conservative Plan Direct Plan Growth invests in asset classes that offer retirement saving solutions. It is an open-ended fund, which means an investor can invest at any time. The expense ratio of SBI Retirement Benefit Fund Conservative Plan Direct Plan Growth is average.
Investment Objective of the Scheme
SBI Retirement Benefit Fund Conservative Plan Direct Plan Growth aims to generate capital appreciation by investing for the long term to help with retirement savings.
Key Features of The Fund
5-year return | NA |
Expense Ratio | 0.92% |
Fund Manager | Dinesh Ahuja |
Fund Size | ₹177.76 Cr |
Risk Profile | Moderately High |
Is This Scheme Right for Me?
The SBI Retirement Benefit Fund Conservative Plan Direct Plan Growth is a growth fund that aims to offer solutions for retirement savings. As the name suggests, it is suitable for investors who are planning to invest for retirement. If retirement savings is your investment objective and can take a moderate risk, you can understand the fund thoroughly and make a decision.
AMC Contact Details
Name | SBI Mutual Fund |
Launch Date | June 1987 |
Addresss | 9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051 |
Contact | 1800 209 3333 1800 425 5425 |
customer.delight@sbimf.com | |
Website | https://www.sbimf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Fast-Track Your Short-Term Goals With SIPs
FAQs
What is today's NAV of SBI Retirement Benefit Fund Conservative?
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What is the expense ratio of SBI Retirement Benefit Fund Conservative?
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What is the minimum SIP amount to invest in SBI Retirement Benefit Fund Conservative?
How do I invest in SBI Retirement Benefit Fund Conservative?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in SBI Retirement Benefit Fund Conservative?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in SBI Retirement Benefit Fund Conservative?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in SBI Retirement Benefit Fund Conservative?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.