SBI Retirement Benefit Fund-Conser Hyb Plan-DirGrowth
₹ 500
Min SIP
₹ 5,000
Min Lumpsum
1.14 %
Expense Ratio
Rating
255
Fund Size (in Cr)
3 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 3 yrs
-
Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | 16.9% | 12% | - | 11.9% | ||||
| Category Average | 24.6% | 16.5% | 14.9% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
2.61
Alpha
1.42
SD
0.34
Beta
1.01
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(Cr.)
- 1Y
- 3Y
- 5Y
-
- Solution Oriented .
- Retirement .
-
- 156
-
14.4%Fund Size - 156
-
9.7%Fund Size - 156
-
9.9%Fund Size - 156
-
- Solution Oriented .
- Retirement .
-
- 167
-
15.4%Fund Size - 167
-
8.4%Fund Size - 167
-
9.1%Fund Size - 167
-
- Solution Oriented .
- Retirement .
-
- 166
-
13.7%Fund Size - 166
-
8.2%Fund Size - 166
-
8.9%Fund Size - 166
-
- Solution Oriented .
- Retirement .
-
- 4,830
-
40.8%Fund Size - 4,830
-
27.6%Fund Size - 4,830
-
22.8%Fund Size - 4,830
-
- Solution Oriented .
- Retirement .
-
- 3,003
-
46.9%Fund Size - 3,003
-
22.8%Fund Size - 3,003
-
14.8%Fund Size - 3,003
AMC Contact Details
SBI Mutual Fund
AUM:
8,28,312 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
More Funds from SBI Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- ELSS .
-
- 193
-
38.8%Fund Size - 193
-
28.6%Fund Size - 193
-
28.7%Fund Size - 193
-
- Debt .
- Fixed Maturity Plans .
-
- 242
-
11.2%Fund Size - 242
-
14.5%Fund Size - 242
-
14%Fund Size - 242
-
- Debt .
- Fixed Maturity Plans .
-
- 142
-
11.2%Fund Size - 142
-
14.5%Fund Size - 142
-
14%Fund Size - 142
-
- Debt .
- Fixed Maturity Plans .
-
- 159
-
11.2%Fund Size - 159
-
14.5%Fund Size - 159
-
14%Fund Size - 159
-
- Debt .
- Fixed Maturity Plans .
-
- 424
-
11.2%Fund Size - 424
-
14.5%Fund Size - 424
-
14%Fund Size - 424
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 1,863
-
42.2%Fund Size - 1,863
-
21.5%Fund Size - 1,863
-
19.5%Fund Size - 1,863
-
- Equity .
- Large Cap .
-
- 12,577
-
34%Fund Size - 12,577
-
18.2%Fund Size - 12,577
-
18.9%Fund Size - 12,577
-
- Equity .
- Large Cap .
-
- 24,378
-
45.9%Fund Size - 24,378
-
27.4%Fund Size - 24,378
-
18.7%Fund Size - 24,378
-
- Equity .
- Large Cap .
-
- 53,505
-
42.1%Fund Size - 53,505
-
23.1%Fund Size - 53,505
-
18.7%Fund Size - 53,505
-
- Equity .
- Large Cap .
-
- 828
-
36.9%Fund Size - 828
-
20.6%Fund Size - 828
-
18.2%Fund Size - 828
Frequently Asked Questions
How to invest in SBI Retirement Benefit Fund-Conser Hyb Plan-DirGrowth ?
You can invest in SBI Retirement Benefit Fund-Conser Hyb Plan-DirGrowth 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-Conser Hyb Plan-DirGrowth 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-Conser Hyb Plan-DirGrowth ?
The NAV of SBI Retirement Benefit Fund-Conser Hyb Plan-DirGrowth is ₹14.3 as of 23 April 2024.
How to redeem SBI Retirement Benefit Fund-Conser Hyb Plan-DirGrowth 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-Conser Hyb Plan-DirGrowth?
The minimum SIP amount of SBI Retirement Benefit Fund-Conser Hyb Plan-DirGrowth is ₹500
What are the top sectors SBI Retirement Benefit Fund-Conser Hyb Plan-DirGrowth has invested in?
The top sectors SBI Retirement Benefit Fund-Conser Hyb Plan-DirGrowth has invested in are
- Debt - 59.09%
- Banks - 8.2%
- Industrial Products - 3.81%
- Auto Components - 3.72%
- Automobiles - 2.59%
Can I make investments in both the SIP and Lump Sum schemes of SBI Retirement Benefit Fund-Conser Hyb Plan-DirGrowth?
Yes, You can select both SIP or Lumpsum investment of SBI Retirement Benefit Fund-Conser Hyb Plan-DirGrowth based on your investment objective and risk tolerance.
How much returns have SBI Retirement Benefit Fund-Conser Hyb Plan-DirGrowth generated ?
The SBI Retirement Benefit Fund-Conser Hyb Plan-DirGrowth has delivered 11.9% since inception
What is the expense ratio of SBI Retirement Benefit Fund-Conser Hyb Plan-DirGrowth ?
The expense ratio of SBI Retirement Benefit Fund-Conser Hyb Plan-DirGrowth is 1.14 % as of 23 April 2024.
What is the AUM of SBI Retirement Benefit Fund-Conser Hyb Plan-DirGrowth?
The AUM of SBI Retirement Benefit Fund-Conser Hyb Plan-DirGrowth is ₹8,28,312 Cr as of 23 April 2024
What are the top stock holdings of SBI Retirement Benefit Fund-Conser Hyb Plan-DirGrowth?
The top stock holdings of SBI Retirement Benefit Fund-Conser Hyb Plan-DirGrowth are
- HDFC Bank - 3.08%
- ICICI Bank - 2.27%
- Infosys - 2.01%
- Maruti Suzuki - 1.65%
- Larsen & Toubro - 1.48%
How can I redeem my investments in SBI Retirement Benefit Fund-Conser Hyb Plan-DirGrowth?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select SBI Retirement Benefit Fund-Conser Hyb Plan-DirGrowth in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select SBI Retirement Benefit Fund-Conser Hyb Plan-DirGrowth in Scheme, enter the redemption amount, and click on submit button.