SBI Retirement Benefit Fund - Conservative Plan Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
SBI Retirement Benefit Fund - Conservative Plan Growth Fund Overview
SIP ₹500 & Lump. ₹5000
₹138 Cr
5 Years
1.44
Nil
CRISIL Hybrid 85+15 - Conservative Index
SBI Retirement Benefit Fund - Conservative Plan Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -0.99 | -1.04 | 1.53 |
| 6M | 5.07 | 3.88 | 11.03 |
| 1Y | 1.40 | 3.92 | 14.16 |
| 3Y | 5.87 | 13.88 | 29.58 |
Portfolio Analysis
- Equity: 19.09%
- Debt: 80.91%
- Others
About Fund SBI Retirement Benefit Fund - Conservative Plan Growth
SBI Retirement Benefit Fund - Conservative Plan Growth managed by SBI Mutual Fund,is a Conservative Fundsscheme with Assets Under Management of ₹138 Crore. The fund benchmarks its performance against the CRISIL Hybrid 85+15 - Conservative Index while maintaining an expense ratio of 1.44. Under the expert guidance of Rohit Shimpi ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Rohit Shimpi
Mr. Rohit Shimpi is a B. Com., PGDBM (Finance), CFA. Prior to joining SBI Mutaul Fund, he has worked with CNBC TV18, JP Morgan’s offshore research centre and HDFC Standard Life Insurance.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Bank of India Conservative Hybrid Fund - Eco Plan Growth | 0 | 64 CR | 2.02 |
| Bandhan Conservative Hybrid Fund Growth | 0 | 86 CR | 1.96 |
| SBI Retirement Benefit Fund - Conservative Plan Growth | 0 | 138 CR | 1.44 |
| Parag Parikh Conservative Hybrid Fund Growth | 5 | 3,480 CR | 0.66 |
| Baroda Conservative Hybrid Fund Growth | 0 | 29 CR | 2.13 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundBank of India Conservative Hybrid Fund - Eco Plan Growth | 1.8568 | 18.2824 |
| This FundBandhan Conservative Hybrid Fund Growth | 1.1391 | 18.387 |
| This FundSBI Retirement Benefit Fund - Conservative Plan Growth | 1.4027 | 18.6637 |
| This FundParag Parikh Conservative Hybrid Fund Growth | 3.1791 | 28.3247 |
| This FundBaroda Conservative Hybrid Fund Growth | 3.444 | 29.577 |
SBI Retirement Benefit Fund - Conservative Plan Growth FAQs
- 1 Month : -0.99%
- 6 Months : 5.07%
- 1 Year : 1.40%
- 3 Years : 5.87%
