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

SBI Retirement Benefit Conservative Growth Direct Plan

NAV
₹13.2843
+0.13%
(17 May)
AUM
169 Cr
TER
0.92%
Risk
Moderately High Risk
Insights
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Compare with other fund
1Y
+59.6%
+50.1%
+37.7%
+31.6%
+11.2%
3Y
+32.5%
+23.0%
+25.7%
+23.0%
+8.8%
5Y
+24.7%
+19.4%
+24.2%
NA
NA
ALL
+24.0%
+19.1%
+21.9%
+22.7%
+9.1%
VOL
17.8%
13.7%
14.3%
12.5%
3.0%
TER
0.7%
0.8%
0.7%
0.8%
0.9%
AUM
₹730 Cr
₹429 Cr
₹5,044 Cr
₹2,320 Cr
₹169 Cr
INFO
1.35
1.40
1.53
1.82
3.01
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 Apr
Top holdings
7.25% Govt Stock 2063
20.5%
7.72% Govt Stock 2028
13.3%
8.34% Govt Stock 2033
7.6%
Bharat Sanchar Nigam Limited - NCD & Bonds
5.9%
7.1% Govt Stock 2034
5.9%
Mahanagar Telephone Nigam Limited - NCD & Bonds
3.0%
Torrent Power Limited - NCD & Bonds
3.0%
Rural Electrification Corporation Limited - NCD & Bonds
3.0%
Rural Electrification Corporation Limited - NCD & Bonds
3.0%
Union Bank Of India - NCD & Bonds
3.0%
Top industry exposure
Financial Services
5.5%
Consumer Cyclical
4.5%
Industrials
4.3%
Technology
1.4%
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)
Rajeev Radhakrishnan
Rohit Shimpi
Ardhendu Bhattacharya
Pradeep Kesavan

FAQs