₹ 20.1215
NAV (Nov 07)
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 years₹ 20.1215
NAV (Nov 7)
Last 1Y | 27% |
Last 3Y | 15.8% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 20.8% |
6 Month CAGR | 10.7% |
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 | - |
of
for
with step up of
Asset | Returns | Total Corpus | Gains | CAGR |
---|---|---|---|---|
SBI Retirement Benefit Fund - Aggressive Plan (G) | 10,88,059 | 3,55,447 | 15.8% | |
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.
HDFC Bank Ltd.
7.33%ICICI Bank Ltd.
5.8%Infosys Ltd.
5.31%Maruti Suzuki India Ltd.
4.33%Larsen & Toubro Ltd.
4.13%Financial
25.33%Technology
12.05%Automobile
10.1%Capital Goods
9.45%Energy
7.92%Fund Name | Fund Size | |
---|---|---|
₹ 3,200 cr | ||
₹ 2,123 cr | ||
₹ 26,417 cr | ||
₹ 4,523 cr | ||
₹ 10,307 cr |
SBI Mutual Fund
Fund Name | Scripbox 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) 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.
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.
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.