SBI Retirement Benefit Fund Conservative Plan Direct Growth

Solution Oriented
Retirement
Moderately High Risk
5Y Lock In
1M
6M
1Y
All
NAV: 07 Jun 2023₹12.08
Min. SIP amount₹500
RatingNA
Fund size₹157.49Cr

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
Absolute returns
3M6M1YAll
Fund returns1.8%6.4%5.7%14.3%
Category averageNANA9.5%NA
Rank with in category756NA
Understand terms

Holdings (52)

NameSectorInstrumentAssets
GOISovereignGOI Sec13.0%
Power Finance Corporation Ltd.FinancialDebenture6.5%
Nuclear Power Corpn. Of India Ltd.
EnergyNCD6.5%
GOISovereignGOI Sec6.5%
Bharat Sanchar Nigam LtdCommunicationDebenture6.5%
National Bank For Agriculture & Rural DevelopmentFinancialDebenture6.5%
LIC Housing Finance Ltd.
FinancialDebenture4.9%
Housing Development Finance Corporation Ltd.FinancialDebenture4.9%
Summit Digitel Infrastructure Pvt. Ltd.
CommunicationDebenture4.7%
Maharashtra State
OthersSDL3.4%
See All

Pros and cons

Category: Solution Oriented Retirement

Pros

Cons

Exit load is zero
Lock-in period: 5Y
Lower expense ratio: 0.89%
Average credit rating of the fund's holdings: AAA This fund has holdings of the highest quality
1Y annualised returns higher than category average by 3.31%

Expense ratio, exit load and tax

Expense ratio: 0.89%

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

Dinesh Ahuja
Jan 2021 - Present
View details

Education
Mr. Ahuja is a B.Com (H) and MMS (Finance).
Experience
Prior to joining SBI AMC he has worked with L&T Investment management Ltd., Reliance Asset Management Ltd and Reliance General insurance Company Ltd.
Also manages these schemes

Mohit Jain
Jan 2021 - Present
View details

Education
Mr. Jain is B.E (Engineering) & CFA (Level III candidate)
Experience
Prior to joining SBI Mutual Fund, he has worked with Crisil Ltd. as a Research Analyst.
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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