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:
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:
- Aggressive
- Aggressive Hybrid
- Conservative Hybrid
- 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 |
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" shall provide term life insurance cover with SIPs to provide investors with comprehensive financial solution
