SBI Retirement Benefit Fund
500
Min SIP
5,000
Min Lumpsum
0.92 %
Expense Ratio
Rating
1,364
Fund Size (in Cr)
2 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 22.5% | - | - | 19.8% | ||||
| Category Average | 15.6% | 30.1% | 12.5% | - |
Scheme Allocation
By Holding
By Sector
By Asset
ICICI Bank
HDFC Bank
Infosys
Axis Bank
H D F C
Others
Advance Ratio
-
Alpha
-
SD
-
Beta
-
Sharpe
Exit Load
| Exit Load | Nil |
|---|
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 Managers
Dinesh Ahuja
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size
- 1Y
- 3Y
- 5Y
-
- Solution Oriented .
- Retirement .
-
- 162
-
9.2%Fund Size - 162
-
9.4%Fund Size - 162
-
7.6%Fund Size - 162
-
- Solution Oriented .
- Retirement .
-
- 170
-
12.5%Fund Size - 170
-
8.5%Fund Size - 170
-
8.4%Fund Size - 170
-
- Solution Oriented .
- Retirement .
-
- 2,964
-
25.8%Fund Size - 2,964
-
37.9%Fund Size - 2,964
-
16.4%Fund Size - 2,964
-
- Solution Oriented .
- Retirement .
-
- 2,307
-
17.7%Fund Size - 2,307
-
29.3%Fund Size - 2,307
-
8%Fund Size - 2,307
-
- Solution Oriented .
- Retirement .
-
- 992
-
21%Fund Size - 992
-
26.9%Fund Size - 992
-
13.5%Fund Size - 992
AMC Contact Details
SBI Mutual Fund
AUM:
6,48,640 Cr
Address:
9th Floor,Crescenzo, C-39&39,
G Block, Bandra kurla complex,
Bandra (east), Mumbai-400 051.
Contact:
022-61793000
Email ID:
partnerforlife@sbimf.com
Frequently Asked Questions
How to invest in SBI Retirement Benefit Fund ?
You can invest in SBI Retirement Benefit Fund in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for SBI Retirement Benefit Fund in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of SBI Retirement Benefit Fund ?
The NAV of SBI Retirement Benefit Fund is ₹15.1 as of 26 May 2023.
How to redeem SBI Retirement Benefit Fund holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of SBI Retirement Benefit Fund?
The minimum SIP amount of SBI Retirement Benefit Fund is ₹500
What are the top sectors SBI Retirement Benefit Fund has invested in??
The top sectors SBI Retirement Benefit Fund has invested in are
- ICICI Bank - 6.66%
- HDFC Bank - 6.54%
- Infosys - 5.55%
- Axis Bank - 4.59%
- H D F C - 4.49%
How much returns have SBI Retirement Benefit Fund generated ?
The SBI Retirement Benefit Fund has delivered 19.8% since inception
What is the expense ratio of SBI Retirement Benefit Fund ?
The expense ratio of SBI Retirement Benefit Fund is 0.92 % as of 26 May 2023.
What is the AUM of SBI Retirement Benefit Fund?
The AUM of SBI Retirement Benefit Fund is ₹6,48,640 Cr as of 26 May 2023
What are the top stock holdings of SBI Retirement Benefit Fund?
The top stock holdings of SBI Retirement Benefit Fund are
- ICICI Bank - 6.66%
- HDFC Bank - 6.54%
- Infosys - 5.55%
- Axis Bank - 4.59%
- H D F C - 4.49%