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  • SBI Retirement Benefit Fund Aggressive Hybrid Plan (Growth)
SBI Mutual Fund

SBI Retirement Benefit Fund Aggressive Hybrid Plan (Growth)

OtherSolution Oriented

13.684

NAV (Dec 02)

18.5%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Scripbox Recommended Goals

Plans that will help you to achieve your life goals across multiple time frames.?

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

13.684

NAV (Dec 2)

Fund Returns

Last 1Y

9.9%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

18.5%

6 Month CAGR

11.6%

Scheme Information

Investment Objective

The investment objective of the scheme is to provide a comprehensive retirement saving solution that serves the variable needs of the investors through long term diversified investments in major asset classes. However,there can be no assurance that the investment objective of the Scheme will be realized.

Expense Ratio

2.37

Launched (1y ago)

Feb 17, 2021

AUM in Crores

789.767

ISIN

INF200KA1S71

Lock-in

5

Benchmark

CRISIL Hybrid 35+65 - Agg TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

0

Standard Deviation (5yr)

0

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

0

YTM

6.8

Fund Managers

Dinesh Ahuja

Fund Manager

Mohit Jain

Fund Manager

Rohit Shimpi

Fund Manager

Ardhendu Bhattacharya

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2022-12-02

Top Stock Holdings

treps

6.9%
6.9%

5.15% govt stock 2025

6%
6%

hdfc bank ltd

5.1%
5.1%

icici bank ltd

4.9%
4.9%

7.59% govt stock 2026

4.5%
4.5%
See all holdings

Allocation by Sector

financial services

26.9%
26.9%

consumer cyclical

18.2%
18.2%

industrials

17.8%
17.8%

technology

5.4%
5.4%

basic materials

4.9%
4.9%
See all sectors

Compare SBI Retirement Benefit Fund Aggressive Hybrid Plan (Growth)

Fund NameFund Size
ICICI Prudential Debt Management Fund FOF (G)
ICICI Prudential Debt Management Fund FOF (G)

₹ 148 cr

₹ 1 cr

₹ 3,438 cr

₹ 11 cr

₹ 14 cr

About the AMC

SBI Funds Management Ltd

SBI Funds Management Ltd manages assets worth 472,190 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 73 equity,201 debt and 34 hybrid funds.

amc-img

  • 022-61793000
  • Fund NameScripbox Opinion
    Till Date CAGR

    15.8%

    18.9%

    6.5%

    6.8%

    3.6%

    6.5%

    21.7%

    17.7%

    6.5%

    6.4%

    SBI Retirement Benefit Fund Aggressive Hybrid Plan (G) Review

    SBI Retirement Benefit Fund Aggressive Hybrid Plan (G) is a Solution Oriented Other fund and has delivered an annualised return of 18.5% over a period of 1 years. The fund is managed by SBI Funds Management Ltd. The fund managers are Ardhendu Bhattacharya, Dinesh Ahuja, Mohit Jain, Rohit Shimpi.

    Nav of SBI Retirement Benefit Fund Aggressive Hybrid Plan (G) as of 12/2/2022 is ₹13.68 with the total AUM as of 12/3/2022 is ₹789.767. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Retirement Benefit Fund Aggressive Hybrid Plan (G) was launched on Feb 17, 2021. The category risk of the fund is Very High Risk.

    The minimum SIP amount for SBI Retirement Benefit Fund Aggressive Hybrid Plan (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Frequently Asked Questions

    What is SBI Retirement Benefit Fund Aggressive Hybrid Plan (G)?

    SBI Retirement Benefit Fund Aggressive Hybrid Plan (G) is a Solution Oriented Other scheme predominantly investing across Other stocks with an investment objective to generate wealth over the long term.

    How to invest in SBI Retirement Benefit Fund Aggressive Hybrid Plan (G)?

    You can invest in SBI Retirement Benefit Fund Aggressive Hybrid Plan (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of SBI Retirement Benefit Fund Aggressive Hybrid Plan (G)?

    The minimum sip amount for SBI Retirement Benefit Fund Aggressive Hybrid Plan (G) is ₹1000. You can invest in multiples of ₹5000.

    Is SBI Retirement Benefit Fund Aggressive Hybrid Plan (G) good to invest in?

    As per Scripbox experts, SBI Retirement Benefit Fund Aggressive Hybrid Plan (G) is a Not Reviewed Yet fund. You can investSBI Retirement Benefit Fund Aggressive Hybrid Plan (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the SBI Retirement Benefit Fund Aggressive Hybrid Plan (G)?

    The expense ratio of the SBI Retirement Benefit Fund Aggressive Hybrid Plan (G) is 2.37% for regular plan.