- Mutual Funds
- SBI Mutual Fund
- SBI Retirement Benefit Fund Aggressive Plan (Growth)
SBI Retirement Benefit Fund Aggressive Plan (Growth)
₹ 16.1202
NAV (Sep 29)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 16.1202
NAV (Sep 29)
Fund Returns
Last 1Y | 20.5% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 19.4% |
6 Month CAGR | 20.6% |
Scheme Information
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 | 2.09 |
Launched (2y ago) | Feb 17, 2021 |
AUM in Crores | 1719.172 |
ISIN | INF200KA1S30 |
Lock-in | 5 |
Benchmark | S&P BSE 500 India 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 | 7.17 |
Returns Calculator Comparison
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for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Retirement Benefit Fund Aggressive Plan (Growth) | NaN | NaN | % | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
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
Top Stock Holdings
hdfc bank ltd
8.8%icici bank ltd
6.1%infosys ltd
5.8%abb india ltd
4.2%maruti suzuki india ltd
4.1%Allocation by Sector
financial services
29.4%consumer cyclical
21.4%industrials
19.6%technology
8.7%basic materials
6.7%Comparison with Other Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 1 cr | ||
₹ 157 cr | ||
₹ 17 cr | ||
₹ 6 cr | ||
₹ 13 cr |
About the AMC
SBI Funds Management Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
4.4% | 6.5% | ||
29.2% | 17.5% | ||
23.9% | 11.8% | ||
34% | 15.8% | ||
4.6% | 6.9% |
SBI Retirement Benefit Fund Aggressive Plan (G) Review
SBI Retirement Benefit Fund Aggressive Plan (G) is a Solution Oriented Other fund and has delivered an annualised return of 19.4% over a period of 2 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 Plan (G) as of 9/29/2023 is ₹16.12 with the total AUM as of 9/30/2023 is ₹1719.172. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Retirement Benefit Fund Aggressive 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 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 Plan (G)?
How to invest in SBI Retirement Benefit Fund Aggressive Plan (G)?
You can invest in SBI Retirement Benefit Fund Aggressive 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 Plan (G)?
The minimum sip amount for SBI Retirement Benefit Fund Aggressive Plan (G) is ₹1000. You can invest in multiples of ₹5000.
Is SBI Retirement Benefit Fund Aggressive Plan (G) good to invest in?
As per Scripbox experts, SBI Retirement Benefit Fund Aggressive Plan (G) is a Not Reviewed Yet fund. You can investSBI Retirement Benefit Fund Aggressive 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 Plan (G)?
The expense ratio of the SBI Retirement Benefit Fund Aggressive Plan (G) is 2.09% for regular plan.