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SBI Retirement Benefit Fund Conservative Plan Direct Growth

Solution Oriented
Retirement
Moderately High Risk
5Y Lock Inlock
1M
6M
All
NAV: 21 Sep 2021₹10.75
Min. SIP amount₹500
RatingNA
Fund size₹140.80 Cr

Returns and rankings

Category: Solution Oriented Retirement
Absolute returns
1M3M6MAll
Fund returns2.0%3.6%7.2%7.5%
Category averageNANANANA
Rank with in categoryNA2621NA
Understand termsinfo

Holdings (41)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec34.8%
GOI
SovereignGOI Sec11.2%
Rajasthan State
OthersSDL7.2%
Mahindra Rural Housing Finance Ltd.
FinancialDebenture7.0%
Maharashtra State
OthersSDL6.3%
Gujarat State
OthersSDL3.7%
Tata Realty and Infrastructure Ltd.
ConstructionDebenture3.6%
Sona BLW Precision Forgings Ltd.
AutomobileEquity0.7%
MetalsEquity0.6%
ServicesEquity0.6%
See All

Expense ratio, exit load and tax

Expense ratio: 0.82%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

NA

Understand termsinfo
Check past data

Minimum investment amounts

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

Fund management

Dinesh Ahuja
Jan 2021 - Present
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Mohit Jain
Jan 2021 - Present
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Gaurav Mehta
Jan 2021 - Present
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Fund house & investment objective

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Fund house contact details

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