41840
6051
SBI Retirement Benefit Fund-Conservative P-DirGrowth
9.29
13.71
-0.04
0.75
2.59
6.80
9.70
  • SBI Retirement Benefit Fund-Conservative P-DirGrowth

    • Solution Oriented .
    • Retirement Fund
  • NAV

    14.04

    as on 10 Oct 2024

  • ₹0.00 (-0.02%)

    Last Change

  • 9.29%

    3Y CAGR returns

  • ₹ 500

    Min SIP
  • ₹ 5000

    Min Lumpsum
  • 0.92%

    Expense Ratio
  • Rating
  • 178 Cr

    Fund Size
  • 3 Years

    Fund Age

SIP Calculator

Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Returns and Ranks ( as on 10 Oct 2024 )

  • 1Y
  • 3Y
  • 5Y
  • MAX
  • Trailing Returns
  • 13.71%
  • 9.29%
  • -
  • 9.70
20.28%
11.73%
8.53%
6.98%
5.63%
46.85%
View all Holdings
  • 0.98Alpha
  • 0.85SD
  • 0.20Beta
  • 0.74Sharpe
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.

Ardhendu Bhattacharya

Low Low to
moderate
Moderate Moderately
High
High Very
High
  • Fund Name

SBI Mutual Fund

  • AUM :
  • 1,100,886Cr
  • Address :
  • 9th Floor,Crescenzo, C-39&39,G Block, Bandra kurla complex,Bandra (east), Mumbai-400 051.
  • Contact :
  • +91022-61793000
  • Email ID :
  • customer.delight@sbimf.com
  • Fund Name
Mutual Fund by Category

Large Cap

  • Fund Name

Mid Cap

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Small Cap

Dividend Yield

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FAQs

You can invest in SBI Retirement Benefit Fund-Conservative P-DirGrowth in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for SBI Retirement Benefit Fund-Conservative P-DirGrowth in the search box.
  3. 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"

SBI Retirement Benefit Fund-Conservative P-DirGrowth has delivered 9.63% since inception

The NAV of SBI Retirement Benefit Fund-Conservative P-DirGrowth is ₹13.6851 as of 10 Oct 2024

The expense ratio of SBI Retirement Benefit Fund-Conservative P-DirGrowth is % as of 10 Oct 2024

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

The AUM of SBI Retirement Benefit Fund-Conservative P-DirGrowth 171.25 CR as of 10 Oct 2024

The minimum SIP amount of SBI Retirement Benefit Fund-Conservative P-DirGrowth is 500

The top stock holdings of SBI Retirement Benefit Fund-Conservative P-DirGrowth are

  1. GSEC2063 - 20.28%
  2. GSEC2064 - 11.73%
  3. GSEC2034 - 8.53%
  4. GSEC2028 - 6.98%
  5. Bharat Sanchar - 5.63%

The top sectors SBI Retirement Benefit Fund-Conservative P-DirGrowth has invested in are

  1. Debt - 77.97%
  2. Banks - 4.35%
  3. Cash & Others - 2.57%
  4. Industrial Products - 2%
  5. Auto Components - 1.93%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. Step 4: Select SBI Retirement Benefit Fund-Conservative P-DirGrowth in Scheme, enter the redemption amount, and click on submit button.

Yes, You can select both SIP or Lumpsum investment of SBI Retirement Benefit Fund-Conservative P-DirGrowth based on your investment objective and risk tolerance

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