DA
Dinesh AhujaFund Manager Since 17 Feb 2021
AllocationRetirement
SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Payout of Income Dist cum cap wdrl
3Y Annualised
14.00%
-0.13% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.60%
-0.13% 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 3 months
NIFTY 50
5 years 7 months
FD
9 years 7 months
Fund info
Fund size
₹1679.35 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
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
3.35%
2nd
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Pyt of Inc Dis cum Cap Wdrl
3.35%
3rd
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Reinvst of Inc Dis cum Cap Wdrl
3.35%
4th
ICICI Prudential Retirement Fund Pure Equity Plan Direct Payout of Income Dist cum Cap Wdrl
3.24%
5th
Aditya Birla Sun Life Retirement Fund - The 30s Pln Regular Reinvst of Inc Dis cum Cap Wdrl
3.24%
48th
SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Payout of Income Dist cum cap wdrl
1.60%
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 Payout of Income Dist cum cap wdrl
SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Payout of Income Dist cum cap wdrl 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 Payout of Income Dist cum cap wdrl has ₹1679.35 Cr worth of assets under management (AUM) as of Sun Nov 16 2025. The latest Net Asset Value (NAV) of SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Payout of Income Dist cum cap wdrl as of Fri Nov 14 2025 is ₹20.4408. The fund has an expense ratio of 1.06%, which is medium comparable to most other Allocation funds.
SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Payout of Income Dist cum cap wdrl returns for the last 1 year are 6.91%. Since launch, it has delivered 15.99% average annual returns.
The SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Payout of Income Dist cum cap wdrl has the majority of its money invested in Financial Services, null, Energy, Consumer Cyclical, Industrials, Technology sectors.
Top 5 Holdings of SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Payout of Income Dist cum cap wdrl.
- HDFC Bank Ltd: 6.84%
- 6.63% Govt Stock 2031: 5.69%
- Reliance Industries Ltd: 4.60%
- ICICI Bank Ltd: 4.45%
- Maruti Suzuki India Ltd: 3.76%
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 Payout of Income Dist cum cap wdrl
| 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
