- Mutual Funds
- SBI Mutual Fund
- SBI Retirement Benefit Fund - Aggressive Plan Direct Growth
SBI Retirement Benefit Fund - Aggressive Plan Direct Plan Growth
₹ 20.59
NAV (May 12)
17.608%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Scheme Information
Investment Objective
The scheme seeks to provide a comprehensive retirement saving solution that serves the variable needs of the investors through long term diversified investments in major asset classes.
Expense Ratio | 0.96 % |
Launched 4Y ago | 2021-02-10 |
AUM in Crores | 2753.4 |
ISIN | INF200KA1S55 |
Lock-in (days) | 1825 |
Benchmark | BSE 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | - |
Standard Deviation | 12.9 |
Beta | 0.8 |
Sharpe Ratio | 0.6 |
YTM | - |
Asset allocation and Holdings
Top Stock Holdings
HDFC Bank Ltd.
7.33%ICICI Bank Ltd.
5.8%Infosys Ltd.
5.31%Maruti Suzuki India Ltd.
4.33%Larsen & Toubro Ltd.
4.13%See all holdings
Allocation by Sector
Financial
27%Technology
12.09%Automobile
10.41%Capital Goods
9.21%Energy
7.58%See all sectors
Comparison with Others Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 51,111 cr | ||
₹ 4,828 cr | ||
₹ 15,014 cr | ||
₹ 7,768 cr | ||
₹ 98,541 cr |
Frequently Asked Questions
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