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AllocationRetirement

SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Growth

3Y Annualised

17.25%

-0.08% 1D

Fund Performance

Fund Multiplier

Fund Info

Peer Comparison

Fund Managers

AMC Details

Performance

1M Returns

1.52%

-0.08% 1D

Benchmark

Nifty 50 Index Fund

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

This Fund

4 years 4 months

NIFTY 50

4 years 4 months

FD

9 years 7 months

Fund info

Fund size

₹1616.30 Cr

Min. SIP amount

₹500

Min. Lumpsum amount

₹5000

Exit load

0%

NIL

Risk Profile

Very High Risk

Fund Managers

DA
Dinesh AhujaFund Manager Since 17 Feb 2021
RS
Rohit ShimpiFund Manager Since 31 Oct 2021
MJ
Mohit JainFund Manager Since 31 Oct 2021
AB
Ardhendu BhattacharyaFund Manager Since 1 Jul 2021

About SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Growth

SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Growth is a Allocation mutual fund scheme from SBI Funds Management Ltd. This fund has been in existence for 4 years, having been launched on 2021-02-17. SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Growth has ₹1616.30 Cr worth of assets under management (AUM) as of Wed Jul 16 2025. The latest Net Asset Value (NAV) of SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Growth as of Tue Jul 15 2025 is ₹19.9714. The fund has an expense ratio of 1.07%, which is medium comparable to most other Allocation funds.

SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Growth returns for the last 1 year are 1.70%. Since launch, it has delivered 16.58% average annual returns.

The SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Growth has the majority of its money invested in Financial Services, Energy, Technology, null, Industrials, Consumer Cyclical, Basic Materials sectors.

Top 5 Holdings of SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Growth.

  1. HDFC Bank Ltd: 7.21%
  2. ICICI Bank Ltd: 4.96%
  3. Reliance Industries Ltd: 4.83%
  4. Infosys Ltd: 3.44%
  5. 06.98 Tn SDL 2031: 3.15%

AMC Information

NameSBI Funds Management Ltd
Founding Date2021-02-17
Emailpartnerforlife@sbimf.com
Phone022 - 61793000
Websitewww.sbimf.com
Address9th Floor, Crescenzo,,C-38 & 39, G Block, Bandra Kurla Complex,,Bandra (East), Mumbai

Tax Implications of SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Growth

Short Term GainsIncome tax rate applicable to the Unitholders as per their income slabs.
Long Term GainsIncome tax rate applicable to the Unitholders as per their income slabs.

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