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Tag:   Retirement Pension

SBI Retirement Benefit Fund NFO opens ; should you invest?

SBI Mutual Fund has launched SBI Retirement Benefit Fund, a solution-oriented fund that offers four plans across risk profiles. The scheme also provides features like life cover up to a maximum of Rs 50 lakh per investor, option of two investment facilities of auto transfer and quarterly systematic withdrawal facility. The fund opened for subscription on January 20 and closes on February 3. Here is all you wanted to know about the fund. 

What is SBI Retirement Benefit Fund?

SBI Retirement Benefit Fund is an open-ended, retirement solution-oriented scheme where the investment amount is locked in for five years or until retirement (i.e. completion of 65 years), whichever is earlier.

No investor above the age of 65 years will be allowed to subscribe to the scheme.

What are the different plans available under the scheme?

The SBI Retirement Fund offers four investment plans – aggressive (equity-oriented), aggressive hybrid (equity-oriented), conservative hybrid (debt-oriented) and conservative (debt-oriented). 

Will the fund invest in gold? 

Every plan can take up to 20% exposure to Gold ETFs and up to 10% exposure to REITs/InVITs. 

What about foreign stocks exposure? 

The plans of SBI Retirement Fund can also invest in foreign securities including overseas ETF to the tune of: up to 35% in Aggressive Plan, up to 15% in Aggressive Hybrid Plan and Conservative Hybrid Plan and up to 10% in Conservative Plan.

Is there a lock-in period? Is it at a plan level or scheme level?

Yes, there is a lock-in period of 5 years or until retirement (i.e. completion of 65 years), whichever is earlier. The lock-in period is at the scheme level  which means an investor can switch among the different plans available in the scheme (switch from Aggressive Plan to Conservative Plan or vice versa) during the lock-in period.

How can one decide which plan is suitable?

The suitability will be a function of one’s age, investment horizon and risk appetite. Under ‘My Investment Plan’ there are two facilities: 

Auto Transfer: Under the ‘Auto Transfer’ facility, the investment plan is chosen based on the investor’s age at the time of investment. 

Each investment plan corresponds to a certain age group. For instance, for those upto 40 years age, you are ‘aggressive’. If age is between 40 to 50 years, its ‘moderate’. Age between 50 to 60 years, then be ‘conservative’ and for those above 60 years, its ‘low’ risk. 

In this facility, the investor does not choose a plan but is allotted one based on their age at the time of investment. As the investor advances in age, the invested assets get automatically transferred to the next low-risk investment plan corresponding to the investor’s age. No exit load is applicable in case of this switching of assets between plans. However, tax will be applicable as per prevailing taxation laws.

My Choice: Under the ‘My Choice’ facility, the initial investment plan chosen by the investor will continue even as the investor advances in age and crosses over to the next low-risk age bracket. Incremental investment made will also be added to the initial investment plan. If the investor does not opt for auto transfer, then existing and incremental investments will continue in the plan chosen at the time of initial investment. 

Further, any number of switches are allowed between the four plans of the scheme. Eg: An investor can move from Aggressive Plan to Conservative Plan or vice versa.

What is SIP Insure facility? Is there any minimum age, minimum amount and minimum tenure to avail this facility?

Under this facility of SBI Retirement Benefit Fund, investors will be provided with a life insurance cover with their SIPs 

 – Any investor between the age of 18 and 52 years can avail this facility 

 – SIP of minimum Rs 1,000 per month is required to be eligible for this facility 

 – SIP tenure should be minimum three years at the time of registration

What will be the life insurance cover under SIP Insure facility?

SIP registered under this facility will be eligible for life insurance cover as defined below:

Year 1: 20 times the monthly SIP installment

Year 2: 50 times the monthly SIP installment

Year 3: 100 times the monthly SIP installment 

Year 4 onwards: 100 times the monthly SIP

The above-mentioned limits are subject to a maximum limit of Rs 50 lakh in insurance cover per investor across all schemes.

Till what age the SIP Insurance cover remain?

The cover is available till an investor reaches 55 years of age.

What is SWP (A)* facility? Is there a minimum folio balance required to avail this?

Under this facility of SBI Retirement Fund, the investor can redeem a fixed sum of money periodically at the prevailing net asset value depending on the investment plan selected by the investor. The SWP (A) facility will be available on a quarterly basis with applicable quarters being the end of December, March, June and September quarters. The SWP (A) withdrawals will be effective on the 25th of each month of that quarter and will be treated as redemptions. The withdrawals would be subject to the lock-in period and exit load. A minimum account balance of Rs 1 lakh is required at the time of registration of this facility. This facility is available only in the dividend option of the scheme.

What will be the expense ratio for the different plans?

For Aggressive Plan and Aggressive Hybrid Plan: up to 2.25% of net assets

For Conservative Hybrid Plan & Conservative Plan: up to 2.00% of net assets

The actual expense ratio will be decided at the time of launch. 

Is there any tax exemption U/s 80CCC (sub section under 80C) for investments in this scheme?

No, there is no tax exemption available in SBI Retirement Fund.

What is the minimum initial investment in the fund? 

The minimum initial investment amount that one can make in the scheme is Rs 5,000 and in multiples of Re 1 thereafter, while the minimum additional purchase amount is Rs 1,000 & in multiples of Re 1 thereafter.

What is the minimum redemption amount?

The minimum redemption that can be done is of Rs 500 or 1 Unit, whichever is lower. 

Is there a SIP facility available during NFO?

 The schemes offer the Daily, Weekly, Monthly, Quarterly, Semi-annual and Annual frequencies for SIP. 

Is there an exit load in SBI Retirement Fund? 

There is no exit load in the scheme. Further, no exit load is applicable in case of switching from one plan of the scheme to another.

If you need help with investing in retirement funds, open an account at wealthzi.com

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JhunjhunwalaNCD issueNCDsNeobanksNet Asset Valuenew aisNew debt fundNew debt MFnew form 26asNew fundNew Fund OfferNew Fund OffersNew IT E-Filing Portalnew midcap fundnew pf rules 2021new sovereign gold bondsNew Tax RegimeNFONFO reviewNFOsNiftyNifty 100nifty 18kNifty 5 year benchmark G-Sec IndexNifty 50NIFTY 50 EQUAL WEIGHTNIFTY 50 EWNIFTY 50 EWDSP Nifty 50 Equal Weight ETF ETFNifty Alpha 50 ETFNifty Alpha 50 indexNifty Alpha Low Volatility 30 indexNifty Digital IndexNifty Healthcare Indexnifty index fundNifty India Consumption IndexNifty Next 50 IndexNifty Next 50 Index FundNIFTY PSU BondNifty SDL Apr 2026 Top 20 Equal Weight IndexNippon India Asset Allocator Fund of FundNippon India ETF Nifty SDL - 2026 MaturityNippon India Growth FundNippon India MFNippon India MF NFONippon India Mutual FundNippon India Nifty 50 Value 20 Index FundNippon India Nifty Midcap 150 Index FundNippon India Nifty Pharma ETFNippon India Nifty Pharma ETF NFONippon India Passive Flexicap FoFNippon India PharmaNippon India Small Cap FundNippon MFNippon MF analysisNippon MF reviewNippon Mutual FundNippon NFONippon NFO analysisNippon NFO reviewNippon Quant FundNirmala Sitharamannon convertible debentureNon Convertible DebenturesNon Resident IndiansNon-Convertible DebenturesNRINRI taxationNRIsNSCNSENSE Digital IndexNSE International Exchangenternational FundsNurecaNureca grey market premiumNureca IPONureca IPO allotmentNureca IPO lot sizeNureca listing dateNureca listing gainNureca share priceNuvoco IPONuvoco VistasNuvoco Vistas IPONvidiaNykaa GMPNykaa IPONykaa listingNykaa profitNykaa subscriptionNykaa unicorn IPOOne97 Communications IPOOne97 Communications IPO allotmentOne97 Communications IPO GMPOne97 Communications IPO listingOne97 Communications IPO reportOne97 Communications subsidiariesPaisabazaar IPOPANPAN linking with Aadhaarparag paraikhParag Parikh Conservative HybridParag Parikh Flexi Cap FundParag Parikh Long Term Equity Fundparent of BNP Paribas AMCpassive fund of 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healthPorting health insurancePower Finance CorporationPowergrid Corporation of IndiaPowerGrid Infrastructure Investment TrustPowerGrid InvIT IPOPowerGrid InvIT IPO allotmentPowerGrid InvIT listingPowerGrid Unchahar TransmissionPPFppf interest ratePPFAS Asset ManagementPPFAS FlexicapPPFAS Hybrid FundPPFAS LiquidPPFAS Mutual FundPPFAS Tax SaverpremiumPrepaid VoucherPrincipal Asset Management CompanyPrincipal Mutual FundPrivate BanksProfitsProperty TransactionsProvident FundProvident Fund TaxPSU bondsPSU fundsPSU RailtelPublic IssuePublic Provident FundQuant fundsQuant Funds in IndiaQuant InvestingQuant Value FundQuantitative InvestingQuantitative StrategyRailTelRailtel IPORailtel IPO allotmentRailtel IPO buyRailtel IPO reviewRailtel IPO valuationRailtel listingRailtel stock priceratiorbirbi e-mandateRBI fixed income impactrbi gold bondsRBI PolicyRBI policy impact on bondsRBI raterbi recurring payment orderRBI Retail Direct GiltReal EstateReal Estate Investment TrustReal Estate Investment Trustsrealty investmentRecurring Depositsrecurring paymentsRedditRedditorsreinvestment of income distribution cum capital withdrawal optionREITREIT InvestmentREIT MFREIT Mutual Fundrepo rateReserve Bank of IndiaRestoration BenefitRetail bondsRetail Direct Gilt accountRetail govt bondsRetail GSECRetirementRetirement CorpusRetirement FundRetirement IncomeRetirement PensionRetirement PlanningRetirement SolutionsRetirement WealthReturn filing income taxReturnsreverse reporevised aisRight time to invest in mutual fundsRiskrisk and returnsRisk CapacityRisk ManagementRisk Profilerisk returnRisk ToleranceriskmanagementRiskometerRolling returns mutual fundsRupert HoogewerfS&P 500Sachin Bansalsaid that “This strategic partnership will enable us to expand in terms of scale and client outreachSanjay SapreSantosh KamathSatellite allocationSaurabh MukherjeaSaving for ChildrenSaving for Kids EducationSavingsSBI Balanced Advantage FundsSBI Bluechip FundSBI ETF ConsumptionSBI ETF Nifty 50SBI ETF SensexSBI Healthcare OppSBI Healthcare Opportunitiessbi index fundSBI International AccessSBI MFSBI MF NFOSBI Mutual FundSBI new fundSBI Nifty Index Fund and Franklin India Index Fund NSE NiftySBI Nifty Next 50 Index FundSBI Retirement Benefit FundSBI US Equity FOFScheme Information DocumentScient Capital AriesScient Capital OrionSCSSSDLSDL Index FundSDLsSDSDCASEBISEBI Franklin OrderSecondary Market BondsSection 10DSection 80CSection 80c best fundSection 80CCD (1B)Section 80DSector Fundssectoral fundSelf Assessment Taxsell equitySenior Citizen Savings SchemeSensexsensex 60kSGBSGB new bondssgb new issuesgb new offeringSGBsshare delistingshariah investingshariah mutual fundshariah pmsShimao Hong Kong Zhuhai Macao Port CityShort SqueezeShort TermShort Term Capital GainsShort Term Capital Gains TaxShort Term Capital LossesShort Term FundsShort term investmentsshould i invest in stocks nowShyam Metalics and Energy IPOShyam Metalics IPOSIPsmall cap fundsSmall Savings Interest RateSmall 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billsTakeovertarget maturity debt index fundTarget Maturity ETFTata Business Cycle FundTata Digital India FundTata dividend 2020Tata Dividend Yield FundTata dividend yield fund dividend navTata Dividend Yield Fund(G) MF NAVTata Dividend Yield Fund(G) Mutual FundTata Dividend Yield Fund(G)Equity: Mid & Small Cap Investment PlansTata Dividend Yield NFOTata Equity PE FundTata Floating Rate FundTata Floating Rate Fund NFOTata India ConsumerTata MF debt fundTata MF NFOTata motors dividend 2020Tata mutual fundTata Mutual Fund NFOTata Quant FundTatva ChintanTaxTax Deducted At Sourcetax deductiontax elss fundTax ExemptionTax ExemptionsTax FilingTax Filing OnlineTax free bondsTax free incomeTax free investmentsTax Free Maturity ULIPSTax Loss Harvesting IndiaTax on long term capital gain on propertyTax on Mutual Fundstax on pf interesttax on pf interest in budget 2021tax on pf interest in budget 2021 pf interest ratetax on ppf interest in budget 2021Tax on UlipsTax PlanningTax Refund ProcessTax Saving FundsTax Saving OptionsTax-loss Harvesting DateTaxationTDStds indiaTechno ElectricTechnology Mutual FundTerm InsuranceterminsuranceTeslatesla bitcoinTetherthe Bank of Baroda and BNB Paribas have merged to become Baroda BNB Paribas Mutual Fund. 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