Hybrid | Solution Oriented - Retirement
3Y Returns
10.61%
Min SIP
₹500
Min Lumpsum
₹5000
Expense Ratio
1.15%
Fund Size
₹253 Cr
Inception Date
10-Feb-21
Fund Manager
Rohit Shimpi
Exit Load
Nil.
Overall Fund Zi Tag
Asset Allocation
Equity
39.70%
Debt & Others
60.30%
Market Cap Allocation
Large Cap
21.68%
Mid Cap
12.68%
Small Cap
5.34%
Other Cap
60.30%
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.
Fund House Detail
AMC Name
SBI Funds Management Private Limited
Scheme Document
https://www.sbimf.com/en-us/offer-document-sid-kimAddress
191, Maker Tower 'E'Cuffe ParadeMumbai - 400 005
Sbi Retirement Benefit Fund Conservative Hybrid Plan - Direct Plan Growth
1Y
16.18%
3Y
10.61%
5Y
NA
Icici Prudential Retirement Fund Hybrid Aggressive Plan Direct Plan Growth
1Y
42.26%
3Y
18.78%
5Y
20.12%
Hdfc Retirement Savings Fund - Hybrid - Equity Plan - Direct Plan- Growth Option
1Y
27.54%
3Y
16.02%
5Y
18.95%
Tata Retirement Savings Fund - Progressive Direct Plan - Growth
1Y
36.28%
3Y
15.49%
5Y
17.97%
Sbi Retirement Benefit Fund Aggressive Hybrid Plan - Direct Plan Growth
1Y
24.77%
3Y
15.21%
5Y
NA
Tata Retirement Savings Fund - Moderate Direct Plan - Growth
1Y
31.52%
3Y
14.55%
5Y
16.85%
Axis Retirement Savings Fund - Dynamic Plan Direct Growth
1Y
39.49%
3Y
12.35%
5Y
NA
Uti Retirement Benefit Pension Fund-Direct Growth
1Y
22.09%
3Y
12.28%
5Y
14.39%
Aditya Birla Sun Life Retirement Fund - The 40S Plan Direct Growth
1Y
27.41%
3Y
12.12%
5Y
13.61%
Franklin Pension Plan - Direct Plan - Growth
1Y
19.34%
3Y
10%
5Y
10.53%
Icici Prudential Retirement Fund Hybrid Conservative Plan Direct Plan Growth
1Y
15.53%
3Y
9.75%
5Y
10.48%
Hdfc Retirement Savings Fund - Hybrid - Debt Plan - Direct Plan - Growth Option
1Y
15.21%
3Y
9.73%
5Y
10.17%
Sbi Retirement Benefit Fund Conservative Plan - Direct Plan Growth
1Y
12.72%
3Y
8.94%
5Y
NA
Axis Retirement Savings Fund - Conservative Plan Direct Growth
1Y
20%
3Y
8.81%
5Y
NA
Nippon India Retirement Fund-Income Generation Scheme Direct Plan-Growth Option
1Y
16.23%
3Y
8.63%
5Y
9.12%
Tata Retirement Savings Fund - Conservative Direct Plan - Growth
1Y
15.41%
3Y
8.28%
5Y
9.46%
Aditya Birla Sun Life Retirement Fund - The 50S Plan Direct Growth
1Y
14.18%
3Y
8.16%
5Y
7.47%
Bandhan Retirement Fund Direct Plan-Growth
1Y
24%
3Y
NA
5Y
NA
BSE Member code: 58371
Wealthzi Investment Advisers (A division of Lime Internet Private Limited)
[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]
[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sanjeev Johari, Email: [email protected]]
[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]
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