In this video we will cover the Complete Details about SBI Retirement Benefit Fund Pension Plan. Is SBI RBF the best Retirement based Mutual Fund? The NFO (New Fund Offer) of this fund was open from the 20 January 2021 till the 03 February 2021. This SBI Retirement Benefit Mutual Fund offers 4 different plans available under the scheme. The are namely Aggressive plan, Aggressive hybrid plan, Conservative hybrid plan and Conservative plan.
The difference between various plans offered under SBI Retirement Fund is based on the Asset allocation done between Equity and Debt. The fund is most suitable for investors who are seeking long-term capital growth along with Retirement Benefits The SBI Retirement Benefit Fund scheme also offers the auto transfer and my choice option for the selection of plans for investment.
The minimum application amount was ₹5,000 and additional investments could be made with ₹1,000. For the SIP investment there were options for Daily, weekly, monthly, quarterly, semi-annual and annual SIP made available. However, the minimum Daily SIP amount was kept to be Rs.500.
The scheme has a lock-in period of 5 years or till the retirement age of the investors.
There is NO EXIT load at the time of withdrawal as the fund has a lock-in period.
SBI Retirement Benefit Fund offers an additional benefit which is SIP insure facility. It also has the option to offer the Life insurance benefit to SIP holders who have a minimum of ₹1000 of SIP installments registered for at least 3 years.
✅SUBSCRIBE –
✅SHARE this Video –
➡️JOIN Amazon Prime –
👬TELEGRAM –
👬INSTAGRAM:
👬FACEBOOK:
👬TWITTER:
📺 HELPFUL Playlists –
📺 PENSION PLANS –
📺 INSURANCE PLANS –
📺 INVESTMENT PLANNING –
📺 TAX PLANNING –
📺 GUARANTEED RETURNS –
Books I Love
📖 I Will Teach You to Be Rich –
📖 Rich Dad Poor Dad –
📖 Think and Grow Rich –
🛒BEST Amazon Deals –
🛒My MOBILE –
🛒My CAMERA –
🛒Automatic PLUG –
🛒My ALEXA –
🛒My Writing Pad –
🛒My Recommendations –
Disclaimer: All videos/comments and all other forms of communication are for educational purposes only and should NOT be considered INVESTMENT ADVICE. Any individual shall NOT be held liable for any loss suffered in any form by a student/youtube viewer/member of the public. Any information provided through our videos/classes/comments/social media posts or any other form must NOT be considered Investment advice.
Copyright Disclaimer: – Some contents are used for educational purpose under fair use. Copyright Disclaimer under Section 107 of the Copyright Act 1976, allowance is made for “fair use” for purposes such as criticism, comment, news reporting, teaching, scholarship, and research. Fair use is a use permitted by copyright statute that might otherwise be infringing. Non-profit, educational or personal use tips the balance in favor of fair use.
#SBI #MutualFund #Investment #EveryPaisaMatters…(read more)
LEARN MORE ABOUT: Retirement Pension Plans
REVEALED: Best Investment During Inflation
HOW TO INVEST IN GOLD: Gold IRA Investing
HOW TO INVEST IN SILVER: Silver IRA Investing
I have invested in PPF and SBI Hybrid Aggressive fund .
I invested in sbi retirement aggressive fund direct fund sir now I am 26 years old and I invest in this fund for retire at 65 years is it right and I invested lumpsum in this fund and I selected my choice option
Is it possible to withdraw SBI retirement mutual fund money before completing lock in period ?
इसका, समय, बीत, चुका है, अभी, नहीं, होगा
KON SA DAWAI KITNA JALDI KITNA ASAR KAREGA BATANA HAI, DAWAI KANPHARMACY SUNAKE CONFUSE JARNE SE KYA FAYDA!!!??? KUCH AWARE ESS DEPOSIT KE BARE ME BATye HAI WOH JARUR JAANNA CHAHIYE
Hi Sir, Thank you very much for the video, I have been investing in NPS, an amount of 6000, should I continue with this, can you make a video on the best mutual funds which are offering life insurance if possible
Sbi retire smart plan kaisa plan hai plz reply sir make a video sir
Hi I have taken retirement plan ..but the sum assured is showing 0 please can you explain me or please share your email id
But main point is that.. there is no tax benefit ….
no one is taking about the this fund all are talking about inflation and future you guys are astrolager , we cannot depend on you sorry,
U deserved well.. Very informative video
Ofter 5 years we can withdraw our amount?
You forgot to mention Expense Ratio?
What is the gap between two switches. Mujhe aggressive se conservative me Krna h kb kr skte hain.
Is fund me return kam honge kyoki is plan me insurance cover hai is liye return kam honga 5 %to 9 % ke bich rahenga return ab tak jitne bhi retirement fund hai unki performance dekhe to bahut kam return diye hai
Qa sbi retirement me huf 58 yrs ke liye Sahi h
Sbi retirement benefit fund aggressive-plan-Direct, tax benefit ha nhai