3 Year return
0Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
High Risk
Asset Under Management
₹274.81 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
|
---|---|---|
Nippon India Retirement Fund Wealth Creation Scheme |
20.87% |
3.5 |
TATA Retirement Savings Fund Progressive |
18.41% |
4 |
TATA Retirement Savings Fund Moderate |
16.95% |
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 the SBI Retirement Benefit Fund Conservative Hybrid Plan Direct Plan IDCW Payout
The SBI Retirement Benefit Fund Conservative Hybrid Plan Direct Plan IDCW Payout is a conservative hybrid mutual fund by SBI Mutual Fund that aims to generate moderate returns with low risk. It invests a mix of equity and debt instruments, with a focus on debt. The fund is suitable for investors who are looking for a retirement income plan with moderate risk. The SBI Retirement Benefit Fund Conservative Hybrid Plan Direct Plan IDCW Payout is an open ended fund. This means that investors can buy and sell units of the fund at any time. The expense ratio of the fund is lower than the category average.
Investment Objectives of the Scheme
The investment objective of the SBI Retirement Benefit Fund Conservative Hybrid Plan Direct Plan IDCW Payout is to generate moderate returns with low risk over the long term. The fund will invest in a mix of equity and debt instruments, with a focus on debt. The fund will also invest in money market instruments and liquid funds to meet its liquidity needs.
Key Features of The Fund
5-year return | NA |
Expense Ratio | 1.16% |
Fund Manager | Dinesh Ahuja |
Fund Size | ₹274.81 Cr |
Risk Profile | High |
Is This Scheme Right for Me?
The SBI Retirement Benefit Fund Conservative Hybrid Plan Direct Plan IDCW Payout is suitable for investors who are looking for a retirement income plan with moderate risk. The fund is also suitable for investors who are looking for a regular income stream from their investments. It is important to do your own research before investing in any mutual fund. You should consider your financial goals, risk tolerance, and time horizon before making an investment decision.
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.
Retirement Reinvented: Secure Your Golden Years
FAQs
What is today's NAV of SBI Retirement Benefit Fund Conservative Hybrid Plan Direct Plan IDCW Payout?
What is the AUM of SBI Retirement Benefit Fund Conservative Hybrid Plan Direct Plan IDCW Payout?
What is the expense ratio of SBI Retirement Benefit Fund Conservative Hybrid Plan Direct Plan IDCW Payout?
What are the returns of SBI Retirement Benefit Fund Conservative Hybrid Plan Direct Plan IDCW Payout since inception?
What is the minimum SIP amount to invest in SBI Retirement Benefit Fund Conservative Hybrid Plan Direct Plan IDCW Payout?
How do I invest in SBI Retirement Benefit Fund Conservative Hybrid Plan Direct Plan IDCW Payout?
- 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 Plan Direct Plan IDCW Payout?
- 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 Plan Direct Plan IDCW Payout?
- 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 Plan Direct Plan IDCW Payout?
- 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.