DA
Dinesh AhujaFund Manager Since 17 Feb 2021
AllocationRetirement
SBI Retirement Benefit Fund - Aggressive Plan Direct Growth
3Y Annualised
14.40%
0.23% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
0.73%
0.23% 1D
Benchmark
HDFC NIFTY 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
5 years 2 months
NIFTY 50
5 years 3 months
FD
9 years 7 months
Fund info
Fund size
₹3057.44 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
Union Retirement Fund Direct Growth
2.64%
2nd
Union Retirement Fund Direct Payout Inc Dist cum Cap Wdrl
2.64%
3rd
Union Retirement Fund Regular Growth
2.58%
4th
Union Retirement Fund Regular Payout Inc Dist cum Cap Wdrl
2.58%
5th
ICICI Prudential Retirement Fund Pure Equity Plan Direct Payout of Income Dist cum Cap Wdrl
2.28%
50th
SBI Retirement Benefit Fund - Aggressive Plan Direct Growth
0.73%
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 Plan Direct Growth
SBI Retirement Benefit Fund - Aggressive 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 Plan Direct Growth has ₹3057.44 Cr worth of assets under management (AUM) as of Wed Feb 11 2026. The latest Net Asset Value (NAV) of SBI Retirement Benefit Fund - Aggressive Plan Direct Growth as of Tue Feb 10 2026 is ₹21.5875. The fund has an expense ratio of 0.88%, which is medium comparable to most other Allocation funds.
SBI Retirement Benefit Fund - Aggressive Plan Direct Growth returns for the last 1 year are 9.04%. Since launch, it has delivered 16.37% average annual returns.
The SBI Retirement Benefit Fund - Aggressive Plan Direct Growth has the majority of its money invested in Financial Services, Energy, Industrials, Consumer Cyclical, Technology, Basic Materials sectors.
Top 5 Holdings of SBI Retirement Benefit Fund - Aggressive Plan Direct Growth.
- HDFC Bank Ltd: 8.06%
- ICICI Bank Ltd: 5.79%
- Reliance Industries Ltd: 5.62%
- State Bank of India: 4.06%
- Larsen & Toubro Ltd: 4.05%
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 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
