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

SBI Retirement Benefit Conservative Hybrid Growth Direct Plan

NAV
₹16.0350
-0.02%
(11 Jun)
AUM
283 Cr
TER
1.17%
Risk
Moderately High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+12.4%
+9.4%
+8.6%
+7.4%
+7.4%
3Y
+28.3%
+24.3%
+24.1%
+22.6%
+13.1%
5Y
+32.2%
+24.4%
+29.9%
+25.1%
NA
ALL
+22.4%
+18.1%
+20.7%
+12.0%
+11.4%
VOL
18.1%
14.2%
14.3%
16.8%
5.5%
TER
0.9%
0.9%
0.8%
1.0%
1.2%
AUM
₹1,214 Cr
₹831 Cr
₹6,474 Cr
₹3,119 Cr
₹283 Cr
INFO
1.24
1.27
1.45
0.72
2.08
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 Hybrid (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 15th May
Top holdings
6.79% Govt Stock 2034
34.8%
7.12% State Government Of Maharashtra 2036
4.6%
Bharat Sanchar Nigam Limited - NCD & Bonds - NCD & Bonds
3.7%
HDFC Bank Ltd
3.6%
ICICI Bank Ltd
2.6%
Reliance Industries Ltd
2.4%
Torrent Power Limited - NCD & Bonds - NCD & Bonds
1.9%
Rural Electrification Corporation Limited - NCD & Bonds - NCD & Bonds
1.8%
Sundaram Finance Limited - NCD & Bonds - NCD & Bonds
1.8%
Power Finance Corporation Ltd. - NCD & Bonds - NCD & Bonds
1.8%
Top industry exposure
Financial Services
11.8%
Consumer Cyclical
7.5%
Industrials
6.5%
Technology
4.0%
Basic Materials
2.5%
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