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SBI Retirement Benefit Fund - Conservative Hybrid Plan

AMC: SBI Low Risk • Solution Oriented • Retirement
⚖️ SIP Calculator

📊 Quick Summary Of This Page

SBI Retirement Benefit Fund - Conservative Hybrid Plan is a mutual fund managed by , offering diversified exposure across equities with holdings spanning key sectors and companies. Analyze its portfolio structure, sector allocation, NAV trend and SIP performance to understand its investment strategy and risk profile.
₹1,000
Minimum SIP
1.45%
Expense Ratio
Mr. Rohit Shimpi
Fund Manager
Growth
Plan Type
20 Jan 2021
Launch Date
0%
Exit Load
NAV Momentum
1 Day
-0.88%
7 Days
-1.66%
15 Days
-1.75%
30 Days
-1.03%
60 Days
0.09%
90 Days
0.87%
180 Days
-0.01%
1 Year
5.45%
2 Years
19.47%
3 Years
38.87%
Fund Analysis

SBI Retirement Benefit Fund - Conservative Hybrid Plan does not yet have a 5-year performance history.

The average return for Retirement funds is 0.00% .

Holdings Insights

The fund currently owns more than 0 stocks.

The top 10 holdings account for 0.00% of total assets.

Based on portfolio allocation, this fund appears well diversified compared with peers.

Category Comparison
Metric Fund Category Avg
1 Year Return 5.45% N/A
2 Year Return 19.47% N/A
3 Year Return 38.87% N/A
4 Year Return N/A N/A
5 Year Return N/A N/A
6 Year Return N/A N/A
7 Year Return N/A N/A
Expense Ratio 1.45% -
NAV History
Fund Information

AMC: SBI

Category: Solution Oriented • Retirement

Launch Date: 20 Jan 2021

Fund Manager: Mr. Rohit Shimpi

Minimum Purchase: ₹5,000

Exit Load:

Lock-in: 0

Risk: Low Risk

About This Fund

SBI Retirement Benefit Fund - Conservative Hybrid Plan is managed by SBI and belongs to the Solution Oriented category.

Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.

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Frequently Asked Questions

SBI Retirement Benefit Fund - Conservative Hybrid Plan is a mutual fund managed by . It invests across equities and provides exposure to diversified companies and sectors.

SIP suitability of SBI Retirement Benefit Fund - Conservative Hybrid Plan depends on its historical NAV performance, volatility, portfolio quality, expense ratio and long-term consistency.

SBI Retirement Benefit Fund - Conservative Hybrid Plan holds companies such as and other stocks based on its latest portfolio disclosure.

is currently one of the highest allocated sectors in SBI Retirement Benefit Fund - Conservative Hybrid Plan, based on the latest portfolio data.

SBI Retirement Benefit Fund - Conservative Hybrid Plan currently holds approximately stocks across multiple sectors and market caps.

The expense ratio of SBI Retirement Benefit Fund - Conservative Hybrid Plan is , which represents the annual cost charged for managing the fund.

SBI Retirement Benefit Fund - Conservative Hybrid Plan manages assets worth approximately , representing the total investor capital under management.

SBI Retirement Benefit Fund - Conservative Hybrid Plan carries a risk profile based on its portfolio composition, volatility and market exposure.

SBI Retirement Benefit Fund - Conservative Hybrid Plan performance can be evaluated using historical NAV trends, SIP returns and long-term return consistency.

Yes, SBI Retirement Benefit Fund - Conservative Hybrid Plan can be compared with other funds based on returns, holdings, overlap, sector allocation and risk metrics.

SBI Retirement Benefit Fund - Conservative Hybrid Plan is evaluated against , which represents its benchmark index for performance comparison.

is the Asset Management Company responsible for managing SBI Retirement Benefit Fund - Conservative Hybrid Plan and making investment decisions.

Yes, SBI Retirement Benefit Fund - Conservative Hybrid Plan provides company-wise exposure showing which stocks the fund is invested in and their weightage.

SBI Retirement Benefit Fund - Conservative Hybrid Plan may be suitable for long-term investors depending on risk tolerance, investment goals and portfolio diversification needs.

The SIP calculator uses historical NAV data of SBI Retirement Benefit Fund - Conservative Hybrid Plan to estimate returns and wealth creation over different time periods.
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