SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Payout of Income Dist cum cap wdrl
3Y Annualised
11.00%
0.06% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
3.45%
0.06% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
6 years 8 months
8 years 4 months
9 years 7 months
Fund info
Fund size
₹1615.82 Cr
Min. SIP amount
₹500
Min. Lumpsum amount
₹5000
Exit load
0%
NIL
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Nippon India Retirement Fund Wealth Creation Scheme Direct Payout Inc Dist cum Cap Wdrl
2nd
Nippon India Retirement Fund - Wealth Creation Scheme - Direct Growth
3rd
Nippon India Retirement Fund - Wealth Creation Scheme - Direct Bonus
4th
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Pyt of Inc Dis cum Cap Wdrl
5th
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Reinvst of Inc Dis cum Cap Wdrl
42nd
SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Payout of Income Dist cum cap wdrl
Fund Managers
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 5 years, having been launched on 2021-02-17. SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Payout of Income Dist cum cap wdrl has ₹1615.82 Cr worth of assets under management (AUM) as of Sun Jul 26 2026. The latest Net Asset Value (NAV) of SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Payout of Income Dist cum cap wdrl as of Mon Jul 13 2026 is ₹20.6131. 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 Payout of Income Dist cum cap wdrl returns for the last 1 year are 3.58%. Since launch, it has delivered 14.08% 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, Industrials, Consumer Cyclical, Real Estate sectors.
Top 5 Holdings of SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct Payout of Income Dist cum cap wdrl.
- HDFC Bank Ltd: 5.75%
- ICICI Bank Ltd: 4.72%
- SBI Gold ETF: 4.51%
- Larsen & Toubro Ltd: 3.48%
- Maruti Suzuki India Ltd: 3.05%
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


