DA
Dinesh AhujaFund Manager Since 17 Feb 2021
AllocationRetirement
SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Growth
3Y Annualised
13.98%
-1.01% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-0.25%
-1.01% 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
5 years 4 months
NIFTY 50
5 years 4 months
FD
9 years 7 months
Fund info
Fund size
₹1657.62 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
Nippon India Retirement Fund - Wealth Creation Scheme - Direct Growth
1.49%
2nd
Nippon India Retirement Fund - Wealth Creation Scheme - Direct Bonus
1.49%
3rd
Nippon India Retirement Fund - Wealth Creation Scheme - Regular Bonus
1.40%
4th
Nippon India Retirement Fund - Wealth Creation Scheme - Regular Growth
1.40%
5th
Union Retirement Fund Direct Growth
1.26%
84th
SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Growth
-0.25%
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 ₹1657.62 Cr worth of assets under management (AUM) as of Sat Feb 14 2026. The latest Net Asset Value (NAV) of SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Growth as of Fri Feb 13 2026 is ₹20.2966. The fund has an expense ratio of 1.04%, 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 11.56%. Since launch, it has delivered 14.97% average annual returns.
The SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Growth has the majority of its money invested in Financial Services, null, Energy, Industrials, Technology, Consumer Cyclical, Basic Materials sectors.
Top 5 Holdings of SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Growth.
- HDFC Bank Ltd: 6.53%
- SBI Gold ETF: 5.02%
- ICICI Bank Ltd: 4.54%
- 6.48% Gs 2035: 4.46%
- Reliance Industries Ltd: 4.38%
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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Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
