Fund Details
SBI Retirement Benefit Fund Conservative Plan Direct Growth
| Risk | Moderately High |
|---|---|
| Min SIP Amount | ₹500 |
| Expense Ratio | 0.82% |
| NAV | ₹10.43 (11 Jun 2021) |
|---|---|
| Fund Started | 19 Jan 2021 |
| Fund Size | ₹135 Cr |
Comparison
Found nothing so far.
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| GOI | Sovereign | GOI Sec | 48.4% |
| GOI | Sovereign | GOI Sec | 18.7% |
| National Bank For Agriculture & Rural Development | Financial | Debenture | 7.6% |
| Tata Realty and Infrastructure Ltd. | Construction | Debenture | 3.8% |
| Esab India Ltd. | Engineering | Equity | 0.5% |
| HCL Technologies Ltd. | Technology | Equity | 0.5% |
| Wabco India Ltd. | Automobile | Equity | 0.5% |
| Privi Speciality Chemicals Ltd. | Chemicals | Equity | 0.4% |
| Grindwell Norton Ltd. | Metals | Equity | 0.4% |
| State Bank of India | Financial | Equity | 0.4% |
Fund Managers
SBI Retirement Benefit Fund Conservative Plan Direct Growth Details
SBI Retirement Benefit Fund Conservative Plan Direct Growth is a Solution Oriented Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 19 Jan 2021. Dinesh Ahuja is the Current Fund Manager of SBI Retirement Benefit Fund Conservative Plan Direct Growth fund.The fund currently has an Asset Under Management(AUM) of ₹135 Cr and the Latest NAV as of 11 Jun 2021 is ₹10.43.
The SBI Retirement Benefit Fund Conservative Plan Direct Growth is rated Moderately High risk. Minimum SIP Investment is set to 500. Minimum Lumpsum Investment is 5000.
Investment Objective
The scheme seeks to provide a comprehensive retirement saving solution that serves the variable needs of the investors through long term diversified investments in major asset classes.
