SBI Retirement Benefit Conservative Growth Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

SBI Retirement Benefit Conservative Growth Direct Plan

NAV
₹14.7282
-0.15%
(24 Jul)
AUM
179 Cr
TER
0.96%
Risk
Moderately High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
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Compare with other fund
1Y
+14.1%
+10.6%
+7.7%
+4.5%
+2.4%
3Y
+27.8%
+23.9%
+10.4%
+22.5%
+21.4%
5Y
+30.2%
+22.9%
NA
+27.2%
+22.6%
ALL
+22.5%
+18.2%
+9.1%
+20.5%
+12.0%
VOL
18.0%
14.1%
3.1%
14.2%
16.7%
TER
0.7%
0.8%
1.0%
0.7%
1.0%
AUM
₹1,326 Cr
₹903 Cr
₹179 Cr
₹6,701 Cr
₹3,276 Cr
INFO
1.25
1.29
2.90
1.45
0.72
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
SBI Retirement Benefit Conservative (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 30th Jun
Top holdings
Net Receivable / Payable
18.3%
07.74 Kt Gs 2036
14.9%
7.12% State Government Of Maharashtra 2036
7.1%
Bharat Sanchar Nigam Limited - NCD & Bonds - NCD & Bonds
5.8%
Summit Digitel Infrastructure Limited - NCD & Bonds - NCD & Bonds
4.3%
6.33% Govt Stock 2035
4.2%
Treps
3.4%
Torrent Power Limited - NCD & Bonds - NCD & Bonds
2.9%
Rural Electrification Corporation Limited - NCD & Bonds - NCD & Bonds
2.9%
Sundaram Finance Limited - NCD & Bonds - NCD & Bonds
2.9%
Top industry exposure
Financial Services
5.8%
Consumer Cyclical
3.6%
Industrials
3.4%
Technology
2.0%
Basic Materials
1.3%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
-
Lock-in period
5Y
Exit load
No exit load
Fund objective
The investment objective of the scheme is to provide a comprehensive retirement saving solution that serves the variable needs of the investors through long term diversified investments in major asset classes. However, there can be no assurance that the investment objective of the Scheme will be realized.
Fund manager(s)
Rohit Shimpi
Ardhendu Bhattacharya

FAQs