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

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

  • Current NAV

    ₹13.1 0.0034%

    22-05-2024
  • Annual Returns

    10.57%

  • Min. SIP ₹500

    Min. Investment ₹5000

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Calculate SIP Returns of SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth

Monthly SIP Target Amount

I want to invest

Annual returns
I can wait for

I can wait for

I want

Annual returns
I can wait for

I can wait for

Net Profit ₹ 5,000

+

Invested Amt. ₹ 10,000

=

Total Wealth ₹ 15,000

If you start a SIP of Rs 1000 per month from now, your net wealth at retirement will be

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Investment Returns

This Fund Category Avg. Benchmark
1W 0.67% 1.72% 0.37%
1M 1.93% 2.96% 1.35%
3M 2.06% 4.36% 1.87%
6M 6.22% 12.92% 5.01%
1Y 10.57% 24.44% 7.28%
2Y 10.66% 17% 8.03%
3Y 8.15% 12.51% 5.9%
5Y 0% 11.62% 7.59%
ALL 8.47% 12.24% 8.74%

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Risk scale

Moderately High

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Fund Managers

Rohit Shimpi
Rohit Shimpi

Fund Manage - 6

Total AUM. - 15441Cr.

Pradeep Kesavan
Pradeep Kesavan

Fund Manage - 43

Total AUM. - 434274Cr.

Ardhendu Bhattacharya
Ardhendu Bhattacharya

Fund Manage - 8

Total AUM. - 40312Cr.

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Portfolio Analysis

Equity19.47% Debt76.94% Others3.59%

Market Cap

Top 5 Sectors

Financial

Automobile

Capital Goods

Metals & Mining

Technology

Top 5 Companies

HDFC Bank Ltd.

ICICI Bank Ltd.

Infosys Ltd.

Maruti Suzuki India Ltd.

Larsen & Toubro Ltd.

Market Cap

Top 5 Sectors

Sovereign

Financial

Communication

Construction

Energy

Top 5 Companies

7.25% GOI 12/06/2063

GOI% 04/10/2028

GOI% 22/09/2033

7.72% Bharat Sanchar Nigam Ltd 22/12/2032

7.1% GOI 08/04/2034

Market Cap

Top 5 Sectors

Others

Top 5 Companies

Others

Others

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Alternative Fund Category Peer View

3M 6M 1Yr 3Yr 5Yr

Fund Name Returns

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More Funds From SBI Mutual Fund

Scheme Name 1M 3M 6M 1Y 5Y
SBI PSU Fund - Regular Plan -Growth 11.49% 13.94% 60.37% 106.72% 26.11%
SBI Nifty Next 50 Index Fund - Regular Plan - Growth 10.22% 16.75% 45.74% 67.22% 0%
SBI Infrastructure Fund - Regular Plan - Growth 3.63% 9.22% 28.29% 64.12% 26.08%
SBI Nifty Smallcap 250 Index Fund - Regular Plan - Growth 4.58% 5.58% 21.46% 62.39% 0%
SBI Long Term Equity Fund - Regular Plan- Growth 5.17% 8.47% 31.76% 59.37% 22.98%
See More About SBI Mutual Fund

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AUM 4393Cr.

VS

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AUM 13086Cr.

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3Y Returns28.08%

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Quant Small Cap Fund-Growth

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3Y Returns31.48%

AUM 11398Cr.

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Frequently Asked Questions

What is the current NAV of SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth?

Net asset value is the per unit price of the mutual fund. The NAV of funds changes every day. The latest NAV of SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth as of 22-05-2024 is 13.0971.

What is the expense ratio of SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth?

The expense ratio of a mutual fund means the charges that you pay to the mutual fund company for managing your investments in the fund. This fund has an expense ratio of 1.37%.

What is the benchmark of SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth?

SBI performance is primarily benchmarked against the NIFTY 500 TRI with NIFTY 50 TRI serving as an addition.

What is the AUM or size of SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth?

AUM or asset under management is the total value of the assets held by a mutual fund scheme. A fund with a high AUM means a lot of money has been invested in it. The AUM of SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth is Rs 165.64 Crs.

Is SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth a safe fund to invest?

Every fund has different types of risk which are mentioned in the risko-meter. The investors are advised to understand their risk tolerance and decide which type of fund they can invest in.

Should I invest in SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth?

This fund has a consistency rating of which indicates that the fund has generated average returns. However, whatever returns that the fund delivers, it does so with exceptional consistency. You can consider this fund if the predictability of returns is what you are looking for.

What are the top 5 holdings of SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth?

The fund's top 5 holdings are in Bajaj holdings and investment Financial, Automobile, Capital Goods, Metals & Mining, Technology.

How to start online SIP in SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growths?

MySIPonline is a dedicated platform to start online SIP or mutual funds in any scheme of mutual funds. Firstly, the investor needs to complete KYC details, choose the best fund, add it to the cart, and make the payment through UPI, net banking, or debit card available on our site.

How can I redeem my investments in SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth?

Redeeming your investments in SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth is super easy.
• If you have invested this fund via MySIPonline, just log into the app, go to the investment section, and place your redemption request.
• If you have invested this fund from elsewhere, go to the fund house website and place your redemption request from there.

Is there any brokerage/advisory fees on Mutual Fund SIP transactions?

At MySIPonline, we do not charge any fees related to brokerage & advisory part. That makes us more accessible and cost-effective for a broader range of investors.

Who manages this fund, and what is their expertise?

Ardhendu Bhattacharya, Rohit Shimpi, Pradeep Kesavan, with an extensive experience of 15 years while managing equity & related investments. He is focused on picking quality companies and holds them for a long duration to generate good compounding returns in their funds.

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