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Looking for Non-Traditional Ways to Secure Retirement? SBI Retirement Benefit Fund Provides an Option


Looking for Non-Traditional Ways to Secure Retirement? SBI Retirement Benefit Fund Provides an Option
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What is SRBF?
The SRBF is an open-ended scheme. Your investments will be locked for five years or until retirement (i.e., completion of 65 years of age), whichever is earlier. The fund offers four plans for investors with various risk-profiles, by allocating to equity and debt.
Aggressive: 80-100 percent in equities; Aggressive hybrid: 65-80 percent in equity; Conservative hybrid: 10-40 percent in equity; and conservative up to 20 percent in equity are the four options. Each plan also has a provision to invest in Gold ETFs and foreign securities. ....

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SBI Retirement Benefit Fund NFO opens: 10 things to know before investing


Updated Jan 21, 2021 | 07:30 IST
This fund is an open-ended, retirement solution-oriented scheme where the investment amount is locked in for five years or until retirement, whichever is earlier.
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New Delhi: The new fund offer (NFO) of SBI Retirement Benefit Fund opened on January 20. The investment objective of the scheme is to provide a comprehensive retirement saving solution that serves different needs of the investors through long term diversified investments in major asset classes such as equity, debt, gold etc. The NFO closes on February 3, 2021. Here are 10 things investors should know about the SBI Retirement Benefit Fund.
1)  This 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.  ....

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SBI Mutual Fund to launch SBI Retirement Benefit Fund


SBI Mutual Fund to launch SBI Retirement Benefit Fund
SBI Mutual Fund to launch SBI Retirement Benefit Fund
Kolkata, Jan 19:SBI Mutual Fund has announced the SBI Retirement Benefit Fund, a solution-oriented fund that offers four plans across risk profiles offering a comprehensive value proposition in terms of exclusive features like life cover up to a maximum of Rs. 50 lakh per investor, option of two investment facilities of auto transfer to help optimise the retirement corpus and my choice, and quarterly systematic withdrawal facility (post applicable lock-in of five years of attainment of retirement age, whichever lower).
The fund offers four investment plans Aggressive (equity-oriented), Aggressive Hybrid (equity-oriented), Conservation Hybrid (debt-oriented) and Conservative (debt-oriented). ....

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SBI Mutual Fund launches SBI Retirement Benefit Fund


Synopsis
SBI Mutual Fund has launched SBI Retirement Benefit Fund, a solution-oriented fund that offers four plans across risk profiles.
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SBI Mutual Fund has launched SBI Retirement Benefit Fund, a solution-oriented fund that offers four plans across risk profiles. The scheme also offers an 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 opens for subscription on Jan 20 and closes on Feb 3.
The fund will be managed by Gaurav Mehta (Equity), Dinesh Ahuja (Fixed Income) and Mohit Jain (Foreign Securities). The fund offers four investment plans – Aggressive (equity-oriented), Aggressive Hybrid (equity-oriented), Conservation Hybrid (debt-oriented) and Conservative (debt-oriented). ....

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