DA
Dinesh AhujaFund Manager Since 17 Feb 2021
AllocationRetirement
SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Growth
3Y Annualised
12.97%
-0.93% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-2.97%
-0.93% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
5 years 8 months
NIFTY 50
5 years 11 months
FD
9 years 7 months
Fund info
Fund size
₹1640.13 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹5000
Exit load
0%
NIL
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Retirement Fund Pure Debt Plan Direct Growth
0.65%
2nd
ICICI Prudential Retirement Fund Pure Debt Plan Direct Payout of Income Dist cum Cap Wdrl
0.65%
3rd
Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Direct Growth
0.60%
4th
Aditya Birla Sun Life Retirement Fund - The 50s Pls - Dbt Pln Direct Pyt of Inc Dis cum Cap Wdrl
0.60%
5th
Aditya Birla Sun Life Retirement Fund - The 50s Pls - Dbt Pln Direct Reinvst of Inc Dis cum Cap Wdrl
0.60%
84th
SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Growth
-2.97%
Fund Managers
RS
Rohit ShimpiFund Manager Since 31 Oct 2021
MJ
Mohit JainFund Manager Since 31 Oct 2021
AB
Ardhendu BhattacharyaFund Manager Since 1 Jul 2021
About SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Growth
SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Growth is a Allocation mutual fund scheme from SBI Funds Management Ltd. This fund has been in existence for 5 years, having been launched on 2021-02-17. SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Growth has ₹1640.13 Cr worth of assets under management (AUM) as of Tue Mar 10 2026. The latest Net Asset Value (NAV) of SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Growth as of Mon Mar 09 2026 is ₹19.4266. The fund has an expense ratio of 1.04%, which is medium comparable to most other Allocation funds.
SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Growth returns for the last 1 year are 10.52%. Since launch, it has delivered 14.15% average annual returns.
The SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Growth has the majority of its money invested in Financial Services, null, Energy, Industrials, Consumer Cyclical, Basic Materials, Technology sectors.
Top 5 Holdings of SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Growth.
- HDFC Bank Ltd: 6.30%
- SBI Gold ETF: 5.05%
- ICICI Bank Ltd: 4.67%
- 6.48% Gs 2035: 4.51%
- Reliance Industries Ltd: 4.42%
AMC Information
| Name | SBI Funds Management Ltd |
|---|---|
| Founding Date | 2021-02-17 |
| partnerforlife@sbimf.com | |
| Phone | 022 - 61793000 |
| Website | www.sbimf.com |
| Address | 9th Floor, Crescenzo,,C-38 & 39, G Block, Bandra Kurla Complex,,Bandra (East), Mumbai |
Tax Implications of SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Growth
| Short Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
Similar Funds from SBI Funds Management Ltd
SBI PSU Regular Growth
EquityEquity - Other
3Y CAGR
32.21%
expense ratio
1.85%
fund size
₹6545.08 Cr
SBI Infrastructure Fund Direct Growth
EquityEquity - Infrastructure
3Y CAGR
20.54%
expense ratio
1.04%
fund size
₹4645.50 Cr
SBI Children's Benefit Fund Direct Growth
AllocationChildren
3Y CAGR
12.63%
expense ratio
0.85%
fund size
₹132.18 Cr
SBI Flexicap Fund Regular Growth
EquityFlexi Cap
3Y CAGR
12.36%
expense ratio
1.66%
fund size
₹23297.45 Cr
SBI S&P BSE Sensex ETF
EquityLarge-Cap
3Y CAGR
10.69%
expense ratio
0.04%
fund size
₹122409.41 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
