Sbi Retirement Benefit Fund Conservative Plan Growth Direct Plan

13.07
NAV (Mar 27,2024)

SBI Retirement Benefit Fund - Conservative Plan - Growth - Direct Plan, with an expense ratio of 0.93%, offers a safe and secure investment option for individuals planning for retirement. With a minimum investment requirement of ₹5,000, this fund allows investors to benefit from the growth potential of their investments. The fund has been established since February 10, 2021, and offers a lock-in period of 5 years. With an AUM of ₹167.98 crores, this plan is designed to help investors build a robust retirement fund while minimizing risk.

Sbi Retirement Benefit Fund Conservative Plan Growth Direct Plan Latest Trend

  • 1M
  • 2M
  • 3M

Sbi Retirement Benefit Fund Conservative Plan Growth Direct Plan Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    0
  • P/B Ratio
    UM_URBAN_MONEY

    0
  • Alpha
    UM_URBAN_MONEY

    0.00
  • Beta
    UM_URBAN_MONEY

    1.02
  • Sharpe
    UM_URBAN_MONEY

    0.23
  • Sortino
    UM_URBAN_MONEY

    0.48

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.93%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

167.98 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Moderate

Investment Return Calculator

as on Mar 28, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

10,245.66 (2.46%)10,525.58 (5.26%)11,329.48 (13.29%)12,913.56 (29.14%)-- (--)
30,736.98 (2.46%)31,576.74 (5.26%)33,988.44 (13.29%)38,740.68 (29.14%)-- (--)
51,228.3 (2.46%)52,627.9 (5.26%)56,647.4 (13.29%)64,567.8 (29.14%)-- (--)
81,965.28 (2.46%)84,204.64 (5.26%)90,635.84 (13.29%)1,03,308.48 (29.14%)-- (--)
1,02,456.6 (2.46%)1,05,255.8 (5.26%)1,13,294.8 (13.29%)1,29,135.6 (29.14%)-- (--)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • CGL43.67%
  • Bharat Sanchar Nigam Ltd6.03%
  • REC Ltd6.02%
  • Bajaj Housing Finance Ltd4.45%
  • Mahanagar Telephone Nigam Ltd3.05%
  • Torrent Power Ltd3.03%
  • Power Finance Corporation Ltd2.99%
  • Nexus Select Trust2.96%
  • Union Bank of India AT Bond under Basel III2.96%
  • Godrej Properties Ltd2.96%
  • Net Receivable Payable2.45%
  • HDFC Bank Ltd1.40%
  • ICICI Bank Ltd1.23%
  • Infosys Ltd1.12%
  • TREPS0.81%
  • Axis Bank Ltd0.75%
  • Maruti Suzuki India Ltd0.70%
  • Larsen & Toubro Ltd0.68%
  • Ultratech Cement Ltd0.66%
  • Endurance Technologies Ltd0.61%
  • State Bank of India0.61%
  • L&T Technology Services Ltd0.54%
  • Abbott India Ltd0.50%
  • TVS Motor Company Ltd0.49%
  • The Indian Hotels Company Ltd0.49%
  • Sona Blw Precision Forgings Ltd0.46%
  • ESAB India Ltd0.45%
  • Grindwell Norton Ltd0.45%
  • Divi s Laboratories Ltd0.45%
  • ABB India Ltd0.44%
  • Chalet Hotels Ltd0.43%
  • Reliance Industries Ltd0.41%
  • Schaeffler India Ltd0.40%
  • Kajaria Ceramics Ltd0.40%
  • Hindalco Industries Ltd0.38%
  • Timken India Ltd0.38%
  • ZF Commercial Vehicle Control Systems India Ltd0.35%
  • Cholamandalam Investment & Finance Co Ltd0.35%
  • AIA Engineering Ltd0.34%
  • V Guard Industries Ltd0.33%
  • TeamLease Services Ltd0.32%
  • ICICI Lombard General Insurance Company Ltd0.29%
  • FSN E Commerce Ventures Ltd0.28%
  • The Phoenix Mills Ltd0.28%
  • SBFC Finance Ltd0.28%
  • Carborundum Universal Ltd0.27%
  • DLF Ltd0.26%
  • Hawkins Cookers Ltd0.23%
  • Page Industries Ltd0.22%
  • HDFC Asset Management Co Ltd0.20%
  • Nuvoco Vistas Corporation Ltd0.18%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

ICICI Prudential Retirement Fund - Pure Equity Plan - GrowthICICI Prudential Retirement Fund - Pure Equity Plan - Growth

OTHER

Very High

45.97%

Nippon India Retirement Fund - Wealth Creation Scheme - GrowthNippon India Retirement Fund - Wealth Creation Scheme - Growth

OTHER

Very High

32.53%

Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - GrowthAxis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth

OTHER

Very High

31.08%

Union Retirement Fund - Regular Plan - GrowthUnion Retirement Fund - Regular Plan - Growth

OTHER

Very High

30.65%

HDFC Retirement Savings Fund - Equity Plan - Regular Plan - GrowthHDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth

OTHER

Very High

29.32%

Tata Retirement Savings Fund Moderate Plan - GrowthTata Retirement Savings Fund Moderate Plan - Growth

OTHER

Very High

24.34%

LIC MF Unit Linked Insurance SchemeLIC MF Unit Linked Insurance Scheme

OTHER

Very High

17.94%

Aditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - GrowthAditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - Growth

OTHER

Very High

17.92%

UTI Retirement FundUTI Retirement Fund

OTHER

High

17.89%

Franklin India Pension Plan - GrowthFranklin India Pension Plan - Growth

OTHER

Moderately High

17.13%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ICICI Prudential Retirement Fund - Pure Equity Plan - GrowthICICI Prudential Retirement Fund - Pure Equity Plan - Growth

OTHER

Very High

47.95%

Nippon India Retirement Fund - Wealth Creation Scheme - GrowthNippon India Retirement Fund - Wealth Creation Scheme - Growth

OTHER

Very High

38.81%

HDFC Retirement Savings Fund - Equity Plan - Regular Plan - GrowthHDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth

OTHER

Very High

37.48%

Union Retirement Fund - Regular Plan - GrowthUnion Retirement Fund - Regular Plan - Growth

OTHER

Very High

35.99%

Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - GrowthAxis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth

OTHER

Very High

31.04%

Tata Retirement Savings Fund Moderate Plan - GrowthTata Retirement Savings Fund Moderate Plan - Growth

OTHER

Very High

28.69%

Aditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - GrowthAditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - Growth

OTHER

Very High

26.68%

UTI Retirement FundUTI Retirement Fund

OTHER

High

21.21%

LIC MF Unit Linked Insurance SchemeLIC MF Unit Linked Insurance Scheme

OTHER

Very High

20.23%

Franklin India Pension Plan - GrowthFranklin India Pension Plan - Growth

OTHER

Moderately High

18.71%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ICICI Prudential Retirement Fund - Pure Equity Plan - GrowthICICI Prudential Retirement Fund - Pure Equity Plan - Growth

OTHER

Very High

27.04%

HDFC Retirement Savings Fund - Equity Plan - Regular Plan - GrowthHDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth

OTHER

Very High

26.80%

Nippon India Retirement Fund - Wealth Creation Scheme - GrowthNippon India Retirement Fund - Wealth Creation Scheme - Growth

OTHER

Very High

20.58%

Tata Retirement Savings Fund Moderate Plan - GrowthTata Retirement Savings Fund Moderate Plan - Growth

OTHER

Very High

13.24%

LIC MF Unit Linked Insurance SchemeLIC MF Unit Linked Insurance Scheme

OTHER

Very High

13.04%

UTI Retirement FundUTI Retirement Fund

OTHER

High

13.00%

Aditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - GrowthAditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - Growth

OTHER

Very High

11.19%

Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - GrowthAxis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth

OTHER

Very High

9.41%

Franklin India Pension Plan - GrowthFranklin India Pension Plan - Growth

OTHER

Moderately High

9.24%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HDFC Retirement Savings Fund - Equity Plan - Regular Plan - GrowthHDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth

OTHER

Very High

21.41%

Nippon India Retirement Fund - Wealth Creation Scheme - GrowthNippon India Retirement Fund - Wealth Creation Scheme - Growth

OTHER

Very High

14.20%

Tata Retirement Savings Fund Moderate Plan - GrowthTata Retirement Savings Fund Moderate Plan - Growth

OTHER

Very High

13.57%

LIC MF Unit Linked Insurance SchemeLIC MF Unit Linked Insurance Scheme

OTHER

Very High

12.55%

UTI Retirement FundUTI Retirement Fund

OTHER

High

10.47%

Franklin India Pension Plan - GrowthFranklin India Pension Plan - Growth

OTHER

Moderately High

8.88%

Fund Managers

RS

Mr. Rohit Shimpi

AB

Mr. Ardhendu BhattacharyaFund Manager

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