SBI Retirement Benefit Fund - Conservative Plan Regular Growth
Medium
Risk
Solution Oriented
Retirement Fund
+
8.77
%
8.77
%
3Y annualised
+
0.15
%
0.15
%
1D
1M
6M
1Y
3Y
All
Fund size
168
NAV:
Mar 7, 2024
12.8682
Sector
Tech
Type
Solution_oriented
Launched
Feb 2021
Min Investment
5000
Expense Ratio
1
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
7.25% Govt Stock 2063
43.67
%
Bharat Sanchar Nigam Limited
6.03
%
Bajaj Housing Finance Limited
4.45
%
Mahanagar Telephone Nigam Limited
3.05
%
Torrent Power Limited
3.03
%
Rural Electrification Corporation Limited
3.02
%
Rural Electrification Corporation Limited
3
%
Power Finance Corporation Ltd.
2.99
%
Nexus Select Trust
2.96
%
Union Bank Of India
2.96
%
Expense ratio, exit load and tax
Expense Ratio:
1
%
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 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.
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One-time
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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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