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

SBI Retirement Benefit Fund Aggressive Plan (Growth)

EquitySolution Oriented

20.3846

NAV (Jul 24)

22.4%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Learn more

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

20.3846

NAV (Jul 24)

Fund Returns

Last 1Y
30.7%
Last 3Y
20.8%
Last 5Y
NA
Last 10Y
NA
Since Inception
22.9%
6 Month CAGR
17.1%

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
1.94
Launched (3y ago)
Feb 17, 2021
AUM in Crores
2620.194
ISIN
INF200KA1S30
Lock-in
5
Benchmark
BSE 500 TR INR
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
11.3
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
1.308
Sharpe Ratio (5yr)
0
YTM
7.47
Fund Managers

Pradeep Kesavan

Fund Manager

Rajeev Radhakrishnan

Fund Manager

Rohit Shimpi

Fund Manager

Ardhendu Bhattacharya

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
SBI Retirement Benefit Fund Aggressive Plan (Growth)70%12,36,764 5,04,15220.6%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-07-24

Top Stock Holdings

hdfc bank ltd

7.5%
7.5%

icici bank ltd

5.5%
5.5%

infosys ltd

4.2%
4.2%

maruti suzuki india ltd

4.1%
4.1%

larsen & toubro ltd

4%
4%
See all holdings

Allocation by Sector

financial services

28.6%
28.6%

consumer cyclical

24.1%
24.1%

industrials

19.8%
19.8%

technology

6.2%
6.2%

basic materials

6.1%
6.1%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 16,283 cr

₹ 21,459 cr

₹ 24,345 cr

₹ 45,470 cr

₹ 71,700 cr

amc-img

About the AMC

SBI Funds Management Ltd

SBI Funds Management Ltd manages assets worth 748,787 crores and was set up on 7 February 1992. It's current offering of mutual fund schemes includes 90 equity,248 debt and 41 hybrid funds.amc-img
phone-img022-61793000
email-img
Fund NameScripbox Opinion
Till Date CAGR

5.4%

6.5%

20.2%

18.3%

26.5%

17.4%

16.7%

12.6%

27.3%

13.9%

SBI Retirement Benefit Fund Aggressive Plan (G) Review

SBI Retirement Benefit Fund Aggressive Plan (G) is a Solution Oriented Equity fund and has delivered an annualised return of 22.4% over a period of 3 years. The fund is managed by SBI Funds Management Ltd. The fund managers are Ardhendu Bhattacharya, Pradeep Kesavan, Rajeev Radhakrishnan, Rohit Shimpi.

Nav of SBI Retirement Benefit Fund Aggressive Plan (G) as of 7/24/2024 is ₹20.38 with the total AUM as of 7/25/2024 is ₹2620.194. 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.

SBI Retirement Benefit Fund Aggressive Plan (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to BSE 500 TR INR.

SBI Retirement Benefit Fund Aggressive Plan (G) is rated as a 0 fund in Equity and delivered 30.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with SBI Retirement Benefit Fund Aggressive Plan (G).

Frequently Asked Questions

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

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

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 1.94% for regular plan.