3 Year return
10.55%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
High Risk
Asset Under Management
₹280.48 Cr.
Expense Ratio
1.16% (inclusive of GST)
Exit Load
Nil
Tax Implications
Tax on gains as per your income tax bracket
Fund Holdings
SBI Mutual Fund Managers
DA
Dinesh Ahuja
Fund Manager since Apr 2022
Fund House Details
SBI Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
HDFC Retirement Savings Fund Equity |
20.05% |
5 |
HDFC Retirement Savings Fund Hybrid Equity |
15.67% |
5 |
TATA Retirement Savings Fund Progressive |
14.78% |
4 |
Schemes by SBI Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan IDCW Payout
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan IDCW Reinvestment
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan Gr
Equity . Sectoral / Thematic
SBI Automotive Opportunities Fund Direct Plan Growth
Equity . Sectoral / Thematic
SBI Automotive Opportunities Fund Direct Plan IDCW Payout
About SBI Retirement Benefit Fund Conservative Hybrid Plan Direct Plan-Growth
SBI Retirement Benefit Fund Conservative Hybrid Plan Direct Plan-Growth is an open-ended hybrid mutual fund plan available through SBI Mutual Fund. The fund is designed for people who are saving for their retirement. As a hybrid plan, it provides a balance of debt and equity investments. Because the fund is designed for retirement, a large portion of your capital is invested in debt securities which offers stability, while growth is offered through equity investments.
Investment Objective of the Scheme
The main investment objective of SBI Retirement Benefit Fund Conservative Hybrid Plan Direct Plan-Growth is to offer you long-term capital appreciation plus income creation by letting you invest in a blend of debt and equity securities. This fund tries to fulfil its aims by considering your age and your investment horizon for retirement. The fund’s objective is to generate a retirement corpus that lets you meet your financial requirements when you retire.
Key Features of The Fund
5-year return | NA |
Expense Ratio | 1.16% |
Fund Manager | Dinesh Ahuja |
Fund Size | ₹280.48 Cr |
Risk Profile | High |
Is This Scheme Right for Me?
Investment in the SBI Retirement Benefit Fund Conservative Hybrid Plan Direct Plan-Growth may be considered if you wish to collect a corpus for your retirement/post-retirement period. You could consider this fund a serious investment while preparing for retirement if your age when you invest and retirement age are in line. Given that a portion of the fund is invested in equities, the fund poses a modest risk. Nevertheless, before you go ahead and invest, it may be wise to consider your distinct financial aims and needs.
AMC Contact Details
Name | SBI Mutual Fund |
Launch Date | June 1987 |
Addresss | 9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051 |
Contact | 1800 209 3333 1800 425 5425 |
customer.delight@sbimf.com | |
Website | https://www.sbimf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Secure Your Retirement With SIPs
FAQs
What is today's NAV of SBI Retirement Benefit Fund Conservative Hybrid?
What is the AUM of SBI Retirement Benefit Fund Conservative Hybrid?
What is the expense ratio of SBI Retirement Benefit Fund Conservative Hybrid?
What are the returns of SBI Retirement Benefit Fund Conservative Hybrid since inception?
What is the minimum SIP amount to invest in SBI Retirement Benefit Fund Conservative Hybrid?
How do I invest in SBI Retirement Benefit Fund Conservative Hybrid?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in SBI Retirement Benefit Fund Conservative Hybrid?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in SBI Retirement Benefit Fund Conservative Hybrid?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in SBI Retirement Benefit Fund Conservative Hybrid?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.