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  • SBI Retirement Benefit Fund - Aggressive Plan (G)
SBI Mutual Fund

SBI Retirement Benefit Fund - Aggressive Plan (G)

OthersRetirement Fund

20.1215

NAV (Nov 07)

20.786%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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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

20.1215

NAV (Nov 7)

Fund Returns

Last 1Y
27%
Last 3Y
15.8%
Last 5Y
NA
Last 10Y
NA
Since Inception
20.8%
6 Month CAGR
10.7%

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
1.93%
Launched 3Y ago
2021-02-10
AUM in Crores
2837.6
ISIN
INF200KA1S30
Lock-in (days)
1825
Benchmark
BSE 500 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
11.2
Beta
0.8
Sharpe Ratio
1.1
YTM
-
Fund Managers

Ardhendu Bhattacharya

Fund Manager

Pradeep Kesavan

Fund Manager

Rohit Shimpi

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 (G)70%10,88,059 3,55,44715.8%
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 2024-02-14

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

Allocation by Sector

Financial

25.33%
25.33%

Technology

12.05%
12.05%

Automobile

10.1%
10.1%

Capital Goods

9.45%
9.45%

Energy

7.92%
7.92%
See all sectors

Comparison with Others Funds

Fund NameFund Size
kotak-mahindra
Kotak Nasdaq 100 FOF (G)

₹ 3,200 cr

₹ 2,123 cr

₹ 26,417 cr

₹ 4,523 cr

₹ 10,307 cr

amc-img

About the AMC

SBI Mutual Fund

The SBI Mutual Fund Trustee Company Private Limited was set up as a trust under the Trust Act of 1882. This Trust controls the SBI Mutual Fund, one of India’s largest and oldest MFs. The SBI Mutual Fund is a Joint Venture (JV) between one of India’s largest and most profitable banks, the State Bank of India, and Amundi, which is a French asset management company.amc-img
phone-img022-61793000 / 1800-425-5425
Fund NameScripbox Opinion
Till Date CAGR

16.7%

6.6%

9.2%

14.4%

22.8%

16.2%

18.1%

15.3%

23.8%

17.3%

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 20.79% over 3 years. The fund has grown over a period of 3 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 11/7/2024 is ₹20.12 with the total AUM as of 11/8/2024 is ₹2837.57. 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 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)?

It is a Retirement Fund Others scheme predominantly investing across Others 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.

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 1.93% for regular plan.

What is the NAV of SBI Retirement Benefit Fund - Aggressive Plan (G)?

Today's SBI Retirement Benefit Fund - Aggressive Plan (G) NAV is ₹20.12.