3 Year return

9.39%
Launched on January 2021 (3 years)

Investment Details

₹500

Minimum SIP Amount

₹5000

Minimum one time investment

No data found for this scheme

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Risk Involved

scale

Your principal will be at

Moderately High Risk

Scheme Information

Asset Under Management

₹171.25 Cr.

Expense Ratio

0.92% (inclusive of GST)

Exit Load

Nil

Ratings

ARQ Rating
0

Ratings by other agencies

0
0
0

Tax Implications

There are no records found for Tax Implications.

Fund Holdings

Holdings

SBI Mutual Fund Managers

DA

Dinesh Ahuja

Fund Manager since Apr 2022

View Details

Fund House Details

SBI Mutual Fund

SBI Mutual Fund Asset management company

AUM ₹915,901.53 Cr.
No. of Schemes 213
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by SBI Mutual Fund

List of mutual fund schemes by AMC

About SBI Retirement Benefit Fund Conservative Plan Direct Plan Growth

The SBI Retirement Benefit Fund Conservative Plan Direct Plan Growth is a fund by SBI Mutual Fund. It falls under the solution oriented funds category. SBI Retirement Benefit Fund Conservative Plan Direct Plan Growth invests in asset classes that offer retirement saving solutions. It is an open-ended fund, which means an investor can invest at any time. The expense ratio of SBI Retirement Benefit Fund Conservative Plan Direct Plan Growth is average.

Investment Objective of the Scheme

SBI Retirement Benefit Fund Conservative Plan Direct Plan Growth aims to generate capital appreciation by investing for the long term to help with retirement savings.

Key Features of The Fund

5-year return NA
Expense Ratio 0.92%
Fund Manager Dinesh Ahuja
Fund Size ₹171.25 Cr
Risk Profile Moderately High

Is This Scheme Right for Me?

The SBI Retirement Benefit Fund Conservative Plan Direct Plan Growth is a growth fund that aims to offer solutions for retirement savings. As the name suggests, it is suitable for investors who are planning to invest for retirement. If retirement savings is your investment objective and can take a moderate risk, you can understand the fund thoroughly and make a 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
Email 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.

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FAQs

What is today's NAV of SBI Retirement Benefit Fund Conservative?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of SBI Retirement Benefit Fund Conservative Jun 21 2024 is 13.5922

What is the AUM of SBI Retirement Benefit Fund Conservative?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of SBI Retirement Benefit Fund Conservative is 171.25 crore.

What is the expense ratio of SBI Retirement Benefit Fund Conservative?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of SBI Retirement Benefit Fund Conservative is 0.92%

What are the returns of SBI Retirement Benefit Fund Conservative since inception?

The SBI Retirement Benefit Fund Conservative was launched on Jan 20 2021. The fund has delivered a CAGR of 9.56 since inception.

What is the minimum SIP amount to invest in SBI Retirement Benefit Fund Conservative?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for SBI Retirement Benefit Fund Conservative is 500.

How do I invest in SBI Retirement Benefit Fund Conservative?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. 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.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in SBI Retirement Benefit Fund Conservative?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in SBI Retirement Benefit Fund Conservative?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in SBI Retirement Benefit Fund Conservative?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.