SBI Retirement Benefit Fund-ConservativePlan(IDCW)

SBI Retirement Benefit Fund-ConservativePlan(IDCW)

Moderately HighDebtHybrid
Not Rated
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Scheme Details

1.38%

Expense Ratio

₹177 cr

Fund Size

₹5,000

Minimum Lumpsum

₹3,000

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
10.95%
8.08%
-%
8.6%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
SBI Retirement Benefit Fund-ConservativePlan(IDCW)
10.95%
B
BOI AXA Credit Risk Fund - Direct
6.55%
N
Nippon India CPO Fund II - Plan A - Direct (G)
9.66%
H
HDFC Dynamic PE Ratio Fund of Funds - Dir (G)
17.13%
S
SBI Multi Asset Allocation Fund - Direct (G)
22.03%

Holdings

Holdings
Ratings
GSEC2035
12.93%
GSEC2026
10.06%
GSEC2032
9.88%
Mahindra Rural
6.86%
S I D B I
6.81%

Fund Manager

D
Dinesh Ahuja
G
Gaurav Mehta
M
Mohit Jain