SBI Mutual Fundimage

SBI Retirement Benefit Fund - Conservative Plan

OthersRetirementIDCWGrowth

Fund Overview

NAV (19 Nov 24)

₹ 13.65

AUM (in Cr)

₹ 177.15

3 Years CAGR

% 8.08

Risk Level 

Moderately High

Fund Performance

Name
1 Month%
3 Month%
6 Month%
1 Year%
3 Year%
5 Year%
SBI Retirement Benefit Fund - Conservative Plan
-0.88
0.70
4.53
10.95
8.08
0.00
Nifty 50 Hybrid Composite Debt 15:85 Index
1.67
2.73
5.58
10.43
7.43
8.84
Retirement
1.87
6.95
13.34
26.47
13.72
15.58

Note:  Benchmark Performance not available due to periodic changes in underlying Benchmark composition.

Scheme Information

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.

Expense Ratio
% 1.38
Benchmark
Nifty 50 Hybrid Composite Debt 15:85 Index
AUM
₹ 177.15
Inception Date
20 Jan 2021
Turnover Ratio
-
Exit Load
Nil
Asset Class
Others
amc-logo

SBI Mutual Fund

Total AUM

₹ 1100886.17

No. of Schemes under this AMC

136

Phone

61793000

Email

partnerforlife@sbimf.com

Incorporation Date

6/29/1987

Address

9th Floor, Crescenzo,, C-38 & 39, G Block,, Bandra-Kurla Complex,

Mumbai - 400051

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SBI Retirement Benefit Fund - Conservative Plan

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