- Mutual Funds
- SBI Mutual Fund
- SBI Retirement Benefit Fund - Aggressive Plan (G)
SBI Retirement Benefit Fund - Aggressive Plan (G)
₹ 20.6554
NAV (Sep 06)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 20.6554
NAV (Sep 6)
Fund Returns
Last 1Y | 28% |
Last 3Y | 18.9% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 22.5% |
6 Month CAGR | 16.4% |
Scheme Information
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 | 1.94 |
Launched (0y ago) | 1.94 |
AUM in Crores | 2736.3 |
ISIN | INF200KA1S30 |
Lock-in | 1825 |
Benchmark | BSE 500 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | |
Standard Deviation | 11.3 |
Beta | 0.8 |
Sharpe Ratio | 1.3 |
YTM |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Retirement Benefit Fund - Aggressive Plan (G) | 11,81,392 | 4,48,780 | 18.9% | |
| 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.
7.3%ICICI Bank Ltd.
5.8%Infosys Ltd.
5.3%Maruti Suzuki India Ltd.
4.3%Larsen & Toubro Ltd.
4.1%Allocation by Sector
Financial
25.66%Automobile
13.1%Capital Goods
9.44%Technology
7.43%Services
6.95%Comparison with Others Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 3,138 cr | ||
₹ 1,846 cr | ||
₹ 25,617 cr | ||
₹ 4,457 cr | ||
₹ 2,067 cr |
About the AMC
SBI Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
10.146% | 14.578% | ||
13.576% | 6.046% | ||
20.606% | 15.422% | ||
26.408% | 17.474% | ||
28.175% | 16.462% |
SBI Retirement Benefit Fund - Aggressive Plan (G) Review
SBI Retirement Benefit Fund - Aggressive Plan (G) is a Others Others fund and has delivered an annualised return of 22.513% over a period of 3 years. The fund is managed by SBI Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object].
Nav of SBI Retirement Benefit Fund - Aggressive Plan (G) as of 9/6/2024 is ₹20.66 with the total AUM as of 9/7/2024 is ₹2736.2576. 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 2021-02-10. The category risk of the fund is Low.
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 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 1.94% for regular plan.