- Mutual Funds
- SBI Mutual Fund
- SBI Retirement Benefit Fund - Aggressive Plan (G)
SBI Retirement Benefit Fund - Aggressive Plan (G)
₹ 18.83
NAV (May 09)
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 | 1.96 % |
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 and Holdings
Top Stock Holdings
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%
Allocation by Sector
Financial
27%Technology
12.09%Automobile
10.41%Capital Goods
9.21%Energy
7.58%
Comparison with Others Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 7,768 cr | ||
₹ 68,033 cr | ||
₹ 15,014 cr | ||
₹ 10,935 cr | ||
₹ 24,326 cr |
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.