DA
Dinesh AhujaFund Manager Since 17 Feb 2021
AllocationRetirement
SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Growth
3Y Annualised
17.92%
0.15% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.67%
0.15% 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 2 months
NIFTY 50
4 years 2 months
FD
9 years 7 months
Fund info
Fund size
₹1566.80 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹5000
Exit load
0%
NIL
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
ICICI Prudential Retirement Fund Pure Equity Plan Direct Payout of Income Dist cum Cap Wdrl
6.20%
2nd
ICICI Prudential Retirement Fund Pure Equity Plan Direct Growth
6.20%
3rd
ICICI Prudential Retirement Fund Pure Equity Plan Regular Payout of Income Dist cum Cap Wdrl
6.12%
4th
ICICI Prudential Retirement Fund Pure Equity Plan Regular Growth
6.09%
5th
ICICI Prudential Retirement Fund Hybrid Aggressive Plan Direct Growth
5.62%
36th
SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Growth
2.67%
Fund Managers
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 ₹1566.80 Cr worth of assets under management (AUM) as of Tue Jul 08 2025. The latest Net Asset Value (NAV) of SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Growth as of Mon Jul 07 2025 is ₹19.975. 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 1.69%. Since launch, it has delivered 16.85% average annual returns.
The SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Growth has the majority of its money invested in null, Financial Services, Energy, Technology, Industrials, Consumer Cyclical, Basic Materials sectors.
Top 5 Holdings of SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Growth.
- 7.11% Govt Stock 2028: 8.39%
- HDFC Bank Ltd: 7.23%
- ICICI Bank Ltd: 5.12%
- Reliance Industries Ltd: 4.72%
- Infosys Ltd: 3.46%
AMC Information
| Name | SBI Funds Management Ltd |
|---|---|
| Founding Date | 2021-02-17 |
| partnerforlife@sbimf.com | |
| Phone | 022 - 61793000 |
| Website | www.sbimf.com |
| Address | 9th 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 Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
|---|---|
| Long Term Gains | Income tax rate applicable to the Unitholders as per their income slabs. |
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FAQs
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What are the top 5 holdings of SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Growth?
What are the top 3 sectors that SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Growth has invested in?
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What is the exit load of SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Growth?
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Can I invest in SIP and a Lump Sum of SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Growth?
