SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular Payout of Income Dist cum cap wdrl
3Y Annualised
13.01%
0.09% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-1.34%
0.09% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
5 years 8 months
5 years 3 months
9 years 7 months
Fund info
Fund size
₹1696.70 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹5000
Exit load
0%
NIL
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Retirement Fund Hybrid Conservative Plan Direct Growth
2nd
ICICI Prudential Retirement Fund Hybrid Conservative Plan Direct Payout of Income Dist cum Cap Wdrl
3rd
ICICI Prudential Retirement Fund Hybrid Conservative Plan Regular Payout of Income Dist cum Cap Wdrl
4th
ICICI Prudential Retirement Fund Hybrid Conservative Plan Regular Growth
5th
ICICI Prudential Retirement Fund Hybrid Aggressive Plan Direct Payout of Income Dist cum Cap Wdrl
104th
SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular Payout of Income Dist cum cap wdrl
Fund Managers
About SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular Payout of Income Dist cum cap wdrl
SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular Payout of Income Dist cum cap wdrl is a Allocation mutual fund scheme from SBI Funds Management Ltd. This fund has been in existence for 4 years, having been launched on 2021-02-17. SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular Payout of Income Dist cum cap wdrl has ₹1696.70 Cr worth of assets under management (AUM) as of Tue Jan 13 2026. The latest Net Asset Value (NAV) of SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular Payout of Income Dist cum cap wdrl as of Mon Jan 12 2026 is ₹19.2263. The fund has an expense ratio of 2.07%, which is medium comparable to most other Allocation funds.
SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular Payout of Income Dist cum cap wdrl returns for the last 1 year are 7.59%. Since launch, it has delivered 14.00% average annual returns.
The SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular Payout of Income Dist cum cap wdrl has the majority of its money invested in Financial Services, Energy, null, Consumer Cyclical, Industrials, Technology sectors.
Top 5 Holdings of SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular Payout of Income Dist cum cap wdrl.
- HDFC Bank Ltd: 6.80%
- Reliance Industries Ltd: 4.81%
- ICICI Bank Ltd: 4.39%
- 6.48% Govt Stock 2035: 4.38%
- Maruti Suzuki India Ltd: 3.43%
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 Regular Payout of Income Dist cum cap wdrl
| 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. |
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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0


