| Launch date | 20 Jan 2021 |
| Allotment date | 10 Feb 2021 |
| End date | 03 Feb 2021 |
| NAV | ₹10.00 |
Fund Overview
Overview of SBI Retirement Benefit Fund - Conservative Hybrid Plan Direct - Growth (5 year lock-in) - NFO
Expense ratio, exit load and tax
Expense ratio: 1.13%
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
Minimum investment amounts
| Min. for 1st investment | ₹5,000 |
| Min. for 2nd investment onwards | ₹1,000 |
| Min. for SIP | ₹500 |
Fund management
Ardhendu BhattacharyaJun 2021 - PresentView details
Ardhendu Bhattacharya
Jun 2021 - Present
View details
Education
Mr. Bhattacharya is a MBA (Marketing) and Bachelor of Engineering.
Experience
Prior to joining SBI Mutual Fund, he has worked with ICICI Bank and Citibank.
Also manages these schemes
Rohit ShimpiOct 2021 - PresentView details
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 KesavanDec 2023 - PresentView details
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
| Rank (total assets) | #1 in India |
|---|---|
| Total AUM | ₹9,17,916.23Cr |
| Date of Incorporation | 29 Jun 1987 |
|---|
SBI Retirement Benefit Fund - Conservative Hybrid Plan Direct - Growth (5 year lock-in) - NFO is a Solution Oriented Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 29 Jun 1987. The fund currently has an Asset Under Management(AUM) of ₹9,17,916 Cr and the Latest NAV as of 10 Feb 2021 is ₹10.00. The SBI Retirement Benefit Fund - Conservative Hybrid Plan Direct - Growth (5 year lock-in) - NFO is rated Moderately High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹5,000. ;
| Fund benchmark | NA |
|---|
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
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