SBI Retirement Benefit Fund Conservative Plan Regular Growth

Solution Oriented
Retirement
Moderately High Risk
5Y Lock In
1M
6M
1Y
All
NAV: 27 Mar 2023₹11.38
Min. SIP amountNot Supported
RatingNA
Fund size₹154.06Cr

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 returns1.7%6.1%5.2%13.2%
Category averageNANA3.5%NA
Rank with in category2126NA
Understand terms

Holdings (49)

NameSectorInstrumentAssets
GOI
SovereignGOI Sec22.4%
GOISovereignGOI Sec19.4%
Mahindra Rural Housing Finance Ltd.FinancialDebenture6.5%
Housing Development Finance Corporation Ltd.FinancialDebenture4.9%
Summit Digitel Infrastructure Pvt. Ltd.
CommunicationDebenture4.7%
Mahanagar Telephone Nigam Ltd.CommunicationNCD3.3%
Union Bank of India
FinancialAdditional Tier 1 Bo3.2%
Indian Railway Finance Corporation Ltd.FinancialDebenture3.2%
REC Ltd.FinancialDebenture3.2%
GOISovereignGOI Sec3.2%
See All

Expense ratio, exit load and tax

Expense ratio: 1.39%

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, if sold before 3 years. Negligible Tax (20% with indexation benefit) post 3 years.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

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
Website
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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