SBI Retirement Benefit Fund | Complete Details | Best Retirement Mutual Fund | Pension Plan
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- เผยแพร่เมื่อ 6 ต.ค. 2024
- 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.
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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
Question of the Day ⚡ Which Retirement Plan have you taken? Let us know! 👇🏼👇🏼👇🏼 * Watch Comparison of NPS with SBI RBF here? ➡️ th-cam.com/video/lNRpYu2Old8/w-d-xo.html
I have invested in PPF and SBI Hybrid Aggressive fund .
Sbi retire smart plan kaisa plan hai plz reply sir make a video sir
Sir main 10000 lumpsum 30 years ke liye to kya crore bansakta hai kya
sbi life retire smart plan me invest kia hai kya ye sahi hai?
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
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
Is it possible to withdraw SBI retirement mutual fund money before completing lock in period ?
Nice video. Which one is better NPS or this SBI retirement plan? Is this Tax saving plan?
Both have their own pros and cons. NPS gives you upfront Tax Benefit and then at the time of maturity you can take out 60% of Corpus.
This plan gives you no upfront tax benefit but the money you will take out will get LTCG benefits.
Both are unique in their own. Fund Management fees is lower in NPS but this plan is offering free Insuranxe as well.
@@EveryPaisaMatters thanks a lot
@@SD-chem Most welcome.
🌐 For future informative videos - bit.ly/3pWccCj
I have created a video for comparison with NPS. You can watch it here - th-cam.com/video/lNRpYu2Old8/w-d-xo.html
Sbi retirement mutual fund top up money kar sakate hai kay
Every paisa matters😊👌🏼
High expense ratio mutual fund
Nice video sir 👍👍👍, muje safe side investment krke 5cr chahiya 60 saal tak , my age 30 year, pls help which scheme is best
Definition of Safe is different for different people.
Simple mathematics, if you want 5Cr in 30 years, you need to save around 50 Thousand per month, if return is to be calculated at 6%.
I suggest that you should consult a SEBI registered Certified Financial Planner
@@EveryPaisaMatters where to find sebi register fiancila planner
@@amolkechale7713 Drop me a mail at feedback@everypaisamatters.com and I can share couple of names. Alternatively you can google it and check for description on their websites. Go for SEBI RIA - Registered Investment Advisors
Useful information.. 💕👍
Thanks. Do also watch my other short video on the comparison with NPS - th-cam.com/video/lNRpYu2Old8/w-d-xo.html
🌐 For more such videos in future - bit.ly/3pWccCj
I hv started NPS from last 2yrs , shall i also take this SBI retierement plan? Age is 30
It depends on what your goal and strategy is. Simply speaking if you know how to manage your own Finances and Investments, you can benefit by directly investing in Equitiy based MFs (given your age and risk appetite)
If you consult a Financial Planner, go with their advice and in which case you probably will not be advised to invest.
Kindly watch this video - th-cam.com/video/lNRpYu2Old8/w-d-xo.html
What is the gap between two switches. Mujhe aggressive se conservative me Krna h kb kr skte hain.
You can move anytime but be aware that it may lead to the taxes being applied - Short Term Gain or Long Term as the case may be.
Kindly read Scheme Information Document at www.sbimf.com/en-us/lists/sid_kim/sid%20-%20sbi%20retirement%20benefit%20fund%20-%20aggressive%20plan.pdf
Qa sbi retirement me huf 58 yrs ke liye Sahi h
But main point is that.. there is no tax benefit ....
LTCG hai...
@@EveryPaisaMatters samja nhi sir....
@@bunnyvlogs7647 Long Term Capital Gain...
@@EveryPaisaMatters ok sirji...
You forgot to mention Expense Ratio?
Its covered here -
SBI Retirement Benefit Fund v/s. NPS - Compare | Best Retirement Plan | National Pension System th-cam.com/video/lNRpYu2Old8/w-d-xo.html
@@EveryPaisaMatters thank you sir😊👍🏻 I was searching for this type of comparison video..
@@nsraj007 Glad you found it now. 😎
Mujhe close Karna hy ..kaise kare
Mujhe redeem Karna hy kaise Karna sir...
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
U deserved well.. Very informative video
thanks
👌🙏
Sbi retirement benefit fund aggressive-plan-Direct, tax benefit ha nhai
There is no tax benefit under 80C
Sbi retirement benefit fund aggressive-plan-Direct ,5,10,shal ka bhadu kithane presant tax lega
@@dharmanaapparao7288 It will be Long Term Capital Gain Tax.
🌐 For future informative videos - bit.ly/3pWccCj
Sir sbi retirement benefit fund aggressive-plan-Direct prosess don,sip date 25/ 04/2021,May abee thak bill add nhai kee,net work problem,agar ak mahsin ka bhad biller add kar sakta kee nahi sir
इसका, समय, बीत, चुका है, अभी, नहीं, होगा
Hi I have taken retirement plan ..but the sum assured is showing 0 please can you explain me or please share your email id
feedback@everypaisamatters.com
Ofter 5 years we can withdraw our amount?
Lock-in on each SIP.
@@EveryPaisaMatters mean I can't understand sir please explain clearly iam poor knowledge
@@Srikhruthi How do you plan to Invest? Directly or via a Mutual Fund house?
@@EveryPaisaMatters today I visited sbi bank I through mutual fund
@@EveryPaisaMattershello sir iam 30year old now iam planning to invest 10000 Montly only 5 years and ofter that I will hold for 10 years is it possible. How much I get total amount?