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

0
Retirement Fund NAV 11.0662 0.45 04 July, 2022
SBI Retirement Benefit Fund - Conservative Hybrid Plan - Regular Plan - Growth was previously known as

Fund Details

Category Retirement Fund
Fund Type Open Ended
Investment Plan Growth
Launch Date 10 February, 2021
Benchmark CRISIL Hybrid 65+35 - Conservative Index
Asset Size(Cr) 185.13 (As on 31-03-2022)
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load Nil
Expense Ratio 1.74% (As on 31-03-2022)
Fund Manager Dinesh Ahuja,Mohit Jain,Ardhendu Bhattacharya,Rohit Shimpi

Investment Returns (As on 04 Jul, 2022)

Duration Returns Benchmark Category
1 W 0.88% 0.27% -0.35%
1 M 0.12% -0.45% -0.14%
3 M -3.43% 0.36% -1.13%
6 M -2.85% 0.68% -3.29%
1 Y 3.89% 3.25% 9.92%
2 Y - 5.1% 18.42%
3 Y - 8.04% 9.17%
5 Y - 7.55% 8.33%

Risk Mesasures (As on 04 Jul, 2022)

Std Dev Sharpe Beta Alpha
Fund
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 28 Feb, 2022)

Assets Allocation

Sector Holdings
Others 5.51%

Return Calculator

  • ₹0 (0.0)
  • ₹0 (0.0)
  • ₹0 (0.0)

Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
SBI Retirement Benefit Fund - Conservative Hybrid Plan - Regular Plan - Growth 3.89% 0% 0%
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option -4.23% 8.62% 8.44%
Franklin India Pension Plan-Growth 4.96% 7.44% 6.72%

Fill this form now to make an investment!

Add to Cart Successfully
Add to Cart Successfully