SBI Retirement Benefit Fund - Conservative Hybrid Plan Regular Growth
Medium
Risk
Solution Oriented
Retirement Fund
+
11.68
%
11.68
%
3Y annualised
+
0.11
%
0.11
%
1D
1M
6M
1Y
3Y
All
Fund size
254
NAV:
Mar 7, 2024
13.9521
Sector
Tech
Type
Solution_oriented
Launched
Feb 2021
Min Investment
5000
Expense Ratio
2
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
7.3% Govt Stock 2053
24.01
%
7.25% Govt Stock 2063
10.95
%
Bharat Sanchar Nigam Limited
3.98
%
Bajaj Housing Finance Limited
2.94
%
HDFC Bank Ltd
2.90
%
ICICI Bank Ltd
2.45
%
Infosys Ltd
2.3
%
Mahanagar Telephone Nigam Limited
2.02
%
Torrent Power Limited
2.01
%
Rural Electrification Corporation Limited
1.99
%
Expense ratio, exit load and tax
Expense Ratio:
2
%
Inclusive of GST
Exit load
No exit loads
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
SBI Retirement Benefit Fund - Conservative Hybrid Plan Regular Growth
More details
Investment 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.
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
Calculate returns
One-time
Monthly SIP
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* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
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