SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular Payout of Income Dist cum cap wdrl
3Y Annualised
7.07%
-0.41% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-3.86%
-0.41% 1D
Benchmark
Nifty 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
10 years 2 months
12 years 8 months
9 years 7 months
Fund info
Fund size
₹1587.47 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
Aditya Birla Sun Life Retirement Fund - The 40s Pln Regular Reinvst of Inc Dis cum Cap Wdrl
2nd
ICICI Prudential Retirement Fund Pure Debt Plan Direct Growth
3rd
ICICI Prudential Retirement Fund Pure Debt Plan Direct Payout of Income Dist cum Cap Wdrl
4th
Aditya Birla Sun Life Retirement Fund - The 50s Plus - Debt Pln Direct Growth
5th
ICICI Prudential Retirement Fund Pure Debt Plan Regular Payout of Income Dist cum Cap Wdrl
98th
SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular Payout of Income Dist cum cap wdrl
Fund Managers
About SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular Payout of Income Dist cum cap wdrl
SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular 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 Regular Payout of Income Dist cum cap wdrl has ₹1587.47 Cr worth of assets under management (AUM) as of Thu Oct 15 2026. The latest Net Asset Value (NAV) of SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular Payout of Income Dist cum cap wdrl as of Wed Oct 14 2026 is ₹18.7958. The fund has an expense ratio of 2.13%, which is medium comparable to most other Allocation funds.
SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular Payout of Income Dist cum cap wdrl returns for the last 1 year are -1.33%. Since launch, it has delivered 11.58% average annual returns.
The SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular Payout of Income Dist cum cap wdrl has the majority of its money invested in null, Financial Services, Industrials, Real Estate, Consumer Cyclical, Basic Materials sectors.
Top 5 Holdings of SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular Payout of Income Dist cum cap wdrl.
- SBI Gold ETF: 9.26%
- HDFC Bank Ltd: 5.00%
- ICICI Bank Ltd: 4.62%
- Larsen & Toubro Ltd: 3.21%
- State Bank of India: 2.89%
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 Regular 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


