- Mutual Funds
- SBI Mutual Fund
- SBI Retirement Benefit Fund Aggressive Plan (PIDCW-A)
SBI Retirement Benefit Fund Aggressive Plan (PIDCW-A)
₹ 17.9145
NAV (Apr 19)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 17.9145
NAV (Apr 19)
Fund Returns
Last 1Y | 29.5% |
Last 3Y | 21.3% |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 19.7% |
6 Month CAGR | 11.6% |
Scheme Information
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 | 2 |
Launched (3y ago) | Feb 17, 2021 |
AUM in Crores | 2213.123 |
ISIN | INF200KA1S48 |
Lock-in | 5 |
Benchmark | S&P BSE 500 India TR INR |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation (3yr) | 11.5 |
Standard Deviation (5yr) | 0 |
Beta (3yr) | 0.81 |
Beta (5yr) | 0 |
Sharpe Ratio (3yr) | 1.257 |
Sharpe Ratio (5yr) | 0 |
YTM | 7.27 |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| SBI Retirement Benefit Fund Aggressive Plan (PIDCW-A) | 12,60,667 | 5,28,055 | 21.3% | |
| 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.
Asset allocation and Holdings
Top Stock Holdings
hdfc bank ltd
7.6%icici bank ltd
5.9%maruti suzuki india ltd
5.1%infosys ltd
4.7%reliance industries ltd
4%Allocation by Sector
financial services
26.2%consumer cyclical
22.7%industrials
19.8%technology
7.5%basic materials
6%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 17,313 cr | ||
₹ 14,075 cr | ||
₹ 21,475 cr | ||
₹ 41,281 cr | ||
₹ 60,559 cr |
About the AMC
SBI Funds Management Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
5.1% | 6.5% | ||
22% | 17.8% | ||
26.5% | 16.3% | ||
16.5% | 12.1% | ||
28.3% | 13.4% |
SBI Retirement Benefit Fund Aggressive Plan (PIDCW-A) Review
SBI Retirement Benefit Fund Aggressive Plan (PIDCW-A) is a Solution Oriented Equity fund and has delivered an annualised return of 19.7% over a period of 3 years. The fund is managed by SBI Funds Management Ltd. The fund managers are Ardhendu Bhattacharya, Mohit Jain, Pradeep Kesavan, Rajeev Radhakrishnan, Rohit Shimpi.
Nav of SBI Retirement Benefit Fund Aggressive Plan (PIDCW-A) as of 4/19/2024 is ₹17.91 with the total AUM as of 4/20/2024 is ₹2213.123. With Scripbox you can compare and check the latest nav for all mutual funds in India. SBI Retirement Benefit Fund Aggressive Plan (PIDCW-A) 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 (PIDCW-A) 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 (PIDCW-A) 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 S&P BSE 500 India TR INR.
SBI Retirement Benefit Fund Aggressive Plan (PIDCW-A) is rated as a 0 fund in Equity and delivered 29.5% 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 (PIDCW-A).
Frequently Asked Questions
What is SBI Retirement Benefit Fund Aggressive Plan (PIDCW-A)?
How to invest in SBI Retirement Benefit Fund Aggressive Plan (PIDCW-A)?
You can invest in SBI Retirement Benefit Fund Aggressive Plan (PIDCW-A) 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 (PIDCW-A)?
The minimum sip amount for SBI Retirement Benefit Fund Aggressive Plan (PIDCW-A) is ₹1000. You can invest in multiples of ₹5000.
Is SBI Retirement Benefit Fund Aggressive Plan (PIDCW-A) good to invest in?
As per Scripbox experts, SBI Retirement Benefit Fund Aggressive Plan (PIDCW-A) is a Not Reviewed Yet fund. You can investSBI Retirement Benefit Fund Aggressive Plan (PIDCW-A) 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 (PIDCW-A)?
The expense ratio of the SBI Retirement Benefit Fund Aggressive Plan (PIDCW-A) is 2% for regular plan.