SBI Retirement Benefit Fund - Conservative Plan - Direct Plan does not yet have a 5-year performance history.
The average return for Retirement funds is 0.00% .
The largest portfolio holding is TREPS with a portfolio weight of 17.01% .
The fund currently owns more than 70 stocks.
The top 10 holdings account for 65.20% of total assets.
Based on portfolio allocation, this fund appears highly concentrated compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 6.14% | N/A |
| 2 Year Return | 20.49% | N/A |
| 3 Year Return | 37.25% | 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 | 0.79% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 |
17.01%
|
||
| 2 |
10.74%
|
||
| 3 | Telecom Services |
7.14%
|
|
| 4 | Finance - Banks - Public Sector |
7.09%
|
|
| 5 |
5.33%
|
||
| 6 | Power - Generation/Distribution |
3.63%
|
|
| 7 | Finance - Term Lending Institutions |
3.60%
|
|
| 8 |
3.56%
|
||
| 9 |
3.55%
|
||
| 10 | Non-Banking Financial Company (NBFC) |
3.55%
|
|
| 11 | Real Estate Investment Trusts (REIT) |
3.54%
|
|
| 12 | Non-Banking Financial Company (NBFC) |
3.53%
|
AMC: SBI
Category: Solution Oriented • Retirement
Launch Date: 20 Jan 2021
Fund Manager: Mr. Rohit Shimpi
Minimum Purchase: ₹5,000
Exit Load:
Lock-in: 1
Risk: Low Risk
SBI Retirement Benefit Fund - Conservative Plan - Direct 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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