SBI Mutual Fund

SBI Retirement Benefit Fund - Aggressive Plan (G)

₹ 18.83

NAV (May 09)

16.086%
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
1.96 %
Launched 4Y ago
2021-02-10
AUM in Crores
2753.4
ISIN
INF200KA1S30
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
0.5
YTM
-
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

HDFC Bank Ltd.

7.33%
7.33%

ICICI Bank Ltd.

5.8%
5.8%

Infosys Ltd.

5.31%
5.31%

Maruti Suzuki India Ltd.

4.33%
4.33%

Larsen & Toubro Ltd.

4.13%
4.13%
See all holdings
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Allocation by Sector

Financial

27%
27%

Technology

12.09%
12.09%

Automobile

10.41%
10.41%

Capital Goods

9.21%
9.21%

Energy

7.58%
7.58%
See all sectors
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SBI Retirement Benefit Fund - Aggressive Plan (G) Review

SBI Retirement Benefit Fund - Aggressive Plan (G) is a Retirement Fund Others fund and has delivered an annualised return of 16.09% over 4 years. The fund has grown over a period of 4 years. The fund is managed by SBI Mutual Fund. The fund managers are Ardhendu Bhattacharya, Pradeep Kesavan, Rohit Shimpi.

Nav of SBI Retirement Benefit Fund - Aggressive Plan (G) as of 5/9/2025 is ₹18.83 with the total AUM as of 5/12/2025 is ₹2753.41. 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 Very High.

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

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