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.
The SBI Retirement Benefit Fund - Conservative Hybrid Plan Regular Growth has an AUM of 248.15 crores & has delivered CAGR of 8.87% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 1.65%. The minimum investment in SBI Retirement Benefit Fund - Conservative Hybrid Plan Regular Growth is Rs 5000 and the minimum SIP is Rs 500.
As per morningstar the risk & return rating of the fund are Moderate & Good respectively.
The top holdings of the fund include HDFC Bank, Reliance Industries & ICICI Bank.
The major sectors where the fund is invested are Regional Banks, Construction Services, Oil & Gas Operations & Chemical Manufacturing.
Some of the similar funds are Axis Retirement Fund - Dynamic Plan Regular Growth, Union Retirement Fund Regular Growth, SBI Retirement Benefit Fund - Conservative Hybrid Plan Regular Growth, Baroda BNP Paribas Retirement Fund Regular Growth, Bandhan Retirement Fund Regular Growth. SBI Retirement Benefit Fund - Conservative Hybrid Plan Regular Growth has a sharpe ratio of 0.12 & a standard deviation of 6.56%.
You have to be logged in to add this to Watchlist.
