Saturday, January 16, 2021

SBI RETIREMENT BENEFIT FUND




Start - SBI Retirement Benefit Fund Online



We are happy to the launch of

 SBI Retirement Benefit Fund

 

Please find SBI Retirement Benefit Fund Brochure Hindi and English, FAQ, Application form and Sip Application.

 

Below are the key features of SBI Retirement Benefit Fund:

 

NFO Details:

 

NFO Opens on

January 20, 2021

NFO Closes on

February 03, 2021

Allotment Date

February 10, 2021

 

Type of scheme:

An open-ended retirement solution oriented scheme having a lock-in of 5 years or till retirement age (whichever is earlier)

 

Investment Objective:

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.

 

Minimum Application Amount during NFO (Rs.)

Rs. 5,000/- and in multiples of Re. 1/- thereafter

 

SIP Facility during NFO period and on an ongoing basis:

The Scheme also offers Daily, Weekly, Monthly, Quarterly, Semi-Annual & Annual Systematic Investment Plan (SIP) during NFO period and on an ongoing basis.

 

Investment / Plans and Options:

The scheme has following Investment facility:

  • My Choice or
  • Auto Transfer facility



The Scheme offers 4 Investment Plans:


  1. Aggressive
  2. Aggressive Hybrid
  3. Conservative Hybrid
  4. Conservative

Each of the Investment Plans will be managed as separate portfolios.

 

Benchmark Index:

Each Investment Plan will have different benchmark.

 

Plans

Benchmark

Aggressive

S&P BSE 500 TRI

Aggressive Hybrid

CRISIL Hybrid 35+65 -Aggressive Index

Conservative Hybrid

CRISIL Hybrid 65+35 - Conservative Index

Conservative

NIFTY Composite Debt Index

 

Fund Manager:

Mr. Gaurav Mehta – for equity portion

Mr. Dinesh Ahuja – for debt portion

Mr. Mohit Jain is the dedicated fund manager for managing overseas investments

 

SBIMF – SIP Insure:

"SBIMF – SIP Insure" shall provide term life insurance cover with SIPs to provide investors with comprehensive financial solution

 

 Start - SBI Retirement Benefit Fund Online


 

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