₹ 13.8163
NAV (Oct 15)
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 13.8163
NAV (Oct 15)
Last 1Y | 13% |
Last 3Y | 8.6% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 9.2% |
6 Month CAGR | 7.3% |
The scheme seeks to provide a comprehensive retirement saving solution that serves the variable needs of the investors through long term diversified investments in major asset classes.
Expense Ratio | 1.38 |
Launched (0y ago) | 1.38 |
AUM in Crores | 180 |
ISIN | INF200KA1T13 |
Lock-in | 1825 |
Benchmark | CRISIL Hybrid 85+15 Conservative Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 3 |
Beta | 0.5 |
Sharpe Ratio | 1.1 |
YTM | - |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
SBI Retirement Benefit Fund - Conservative Plan (G) | 9,03,570 | 1,70,958 | 8.6% | |
EPF | 9,00,761 | 1,68,149 | 8.50% | |
Property | 8,67,662 | 1,35,050 | 7.00% | |
PPF | 8,69,819 | 1,37,207 | 7.10% | |
Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
Gold | 8,46,471 | 1,13,859 | 6.00% | |
Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
GOI
20.2%GOI
18.6%GOI
7.3%GOI
5.8%Bharat Sanchar Nigam Ltd
5.7%Financial
5.2%Automobile
2.5%Capital Goods
1.9%Technology
1.5%Metals & Mining
1.4%Fund Name | Fund Size | |
---|---|---|
₹ 3,200 cr | ||
₹ 2,123 cr | ||
₹ 26,417 cr | ||
₹ 4,523 cr | ||
₹ 8,029 cr |
SBI Mutual Fund
Fund Name | Scripbox Opinion | Till Date CAGR | |
---|---|---|---|
9.8% | 14.6% | ||
15.4% | 6.4% | ||
18.1% | 15.4% | ||
24.9% | 16.5% | ||
24.7% | 17.5% |
SBI Retirement Benefit Fund - Conservative Plan (G) is a Retirement Fund Others fund and has delivered an annualised return of 9.174% over a period of 3 years. The fund is managed by SBI Mutual Fund. The fund managers are Ardhendu Bhattacharya, Pradeep Kesavan, Rohit Shimpi.
Nav of SBI Retirement Benefit Fund - Conservative Plan (G) as of 10/15/2024 is ₹13.82 with the total AUM as of 10/16/2024 is ₹180.0409. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Retirement Benefit Fund - Conservative Plan (G) was launched on 2021-02-10. The category risk of the fund is Below Average.
The minimum SIP amount for SBI Retirement Benefit Fund - Conservative Plan (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.
What is SBI Retirement Benefit Fund - Conservative Plan (G)?
How to invest in SBI Retirement Benefit Fund - Conservative Plan (G)?
You can invest in SBI Retirement Benefit Fund - Conservative Plan (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?
What is the minimum sip amount of SBI Retirement Benefit Fund - Conservative Plan (G)?
The minimum sip amount for SBI Retirement Benefit Fund - Conservative Plan (G) is ₹1000. You can invest in multiples of ₹5000.
Is SBI Retirement Benefit Fund - Conservative Plan (G) good to invest in?
As per Scripbox experts, it is a fund. You can invest in it if its investment objective and risk-o-meter matches your investment goals and risk preferences.
What is the expense ratio of the SBI Retirement Benefit Fund - Conservative Plan (G)?
The expense ratio of the SBI Retirement Benefit Fund - Conservative Plan (G) is 1.38% for regular plan.
What is the NAV of SBI Retirement Benefit Fund - Conservative Plan (G)?
Today's SBI Retirement Benefit Fund - Conservative Plan (G) NAV is ₹13.82.