+
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

fund_logo
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
0
0
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
CUSTOM CSS
* Returns are calculated as per lifetime average per annum returns of the fund.
Calculate returns
Monthly SIP
One-time
60,00,000
2
Yrs
Total returns will be
60,00,000
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Start investing
iphone_13_animation_vance

Begin your investing journey today. Get Vance.