SBI Retirement Benefit Fund Conservative Hybrid Plan Direct IDCW

Solution Oriented
Retirement
High Risk
Payout
5Y Lock In
12.08%
3Y annualised
+0.14% 1D
1M
6M
1Y
3Y
All
NAV: 20 Feb 2024₹14.17
Min. SIP amount₹500
RatingNA
Fund size₹253.76Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Solution Oriented Retirement
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA16.5%12.1%12.2%
Category averageNA13.5%8.2%NA
Rank with in categoryNA7NANA
Understand terms

Holdings (51)

NameSectorInstrumentAssets
SovereignGOI Sec23.73%
CommunicationDebenture3.95%
SovereignGOI Sec3.93%
FinancialEquity3.02%
FinancialBonds/NCD2.94%
FinancialEquity2.40%
TechnologyEquity2.29%
CommunicationNCD2.00%
Torrent Power Ltd.
EnergyDebenture1.98%
FinancialDebenture1.98%
See All

Expense ratio, exit load and tax

Expense ratio: 1.16%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed as per your Income Tax slab.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Rohit Shimpi
Oct 2021 - Present
View details

Education
Mr. Shimpi is a B. Com., PGDBM (Finance), CFA.
Experience
Prior to joining SBI Mutaul Fund, he has worked with CNBC TV18, JP Morgan’s offshore research centre and HDFC Standard Life Insurance.
Also manages these schemes

Pradeep Kesavan
Dec 2023 - Present
View details

Education
Mr. Kesavan has done B.Com, MBA (Finance) and CFA
Experience
Prior to joining SBI MF, he has worked with Elara Capital, Accenture Strategy, Morgan Stanley and 3i Infotech
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
9th Floor-Crescenzo, C-38 & 39-G Block, Bandra-Kurla Complex,Bandra (East) Mumbai 400051
Phone
022-61793000 / 1800-425-5425
Launch Date
29 Jun 1987
E-mail
NA
SBI Mutual Fund
Asset Management Company
Custodian
SBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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