DA
Dinesh AhujaFund Manager Since 17 Feb 2021
AllocationRetirement
SBI Retirement Benefit Fund - Aggressive Plan Regular Growth
3Y Annualised
18.96%
1.34% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
7.00%
1.34% 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
3 years 12 months
NIFTY 50
4 years 3 months
FD
9 years 7 months
Fund info
Fund size
₹2753.41 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
ICICI Prudential Retirement Fund Pure Equity Plan Direct Payout of Income Dist cum Cap Wdrl
8.82%
2nd
ICICI Prudential Retirement Fund Pure Equity Plan Direct Growth
8.81%
3rd
ICICI Prudential Retirement Fund Pure Equity Plan Regular Payout of Income Dist cum Cap Wdrl
8.73%
4th
ICICI Prudential Retirement Fund Pure Equity Plan Regular Growth
8.73%
5th
Aditya Birla Sun Life Retirement Fund - The 30s Pln Direct Growth
8.22%
19th
SBI Retirement Benefit Fund - Aggressive Plan Regular Growth
7.00%
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 Regular Growth
SBI Retirement Benefit Fund - Aggressive Plan Regular 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 Regular Growth has ₹2753.41 Cr worth of assets under management (AUM) as of Sat May 17 2025. The latest Net Asset Value (NAV) of SBI Retirement Benefit Fund - Aggressive Plan Regular Growth as of Fri May 16 2025 is ₹19.7978. The fund has an expense ratio of 1.94%, which is medium comparable to most other Allocation funds.
SBI Retirement Benefit Fund - Aggressive Plan Regular Growth returns for the last 1 year are 7.10%. Since launch, it has delivered 17.01% average annual returns.
The SBI Retirement Benefit Fund - Aggressive Plan Regular Growth has the majority of its money invested in Financial Services, Energy, Technology, Consumer Cyclical, Industrials, Basic Materials sectors.
Top 5 Holdings of SBI Retirement Benefit Fund - Aggressive Plan Regular Growth.
- HDFC Bank Ltd: 9.27%
- ICICI Bank Ltd: 6.77%
- Reliance Industries Ltd: 6.28%
- Infosys Ltd: 4.23%
- Maruti Suzuki India Ltd: 4.02%
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 Regular 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. |
Similar Funds from SBI Funds Management Ltd
SBI PSU Regular Growth
EquityEquity - Other
3Y CAGR
35.76%
expense ratio
1.87%
fund size
₹5035.09 Cr
SBI Infrastructure Fund Direct Growth
EquityEquity - Infrastructure
3Y CAGR
29.10%
expense ratio
0.96%
fund size
₹4871.94 Cr
SBI Magnum Children's Benefit Fund Direct Growth
AllocationChildren
3Y CAGR
13.79%
expense ratio
0.85%
fund size
₹124.78 Cr
SBI Flexicap Fund Regular Growth
EquityFlexi Cap
3Y CAGR
15.78%
expense ratio
1.67%
fund size
₹21660.94 Cr
SBI S&P BSE Sensex ETF
EquityLarge-Cap
3Y CAGR
17.40%
expense ratio
0.04%
fund size
₹113540.04 Cr
FAQs
What is the current NAV of SBI Retirement Benefit Fund - Aggressive Plan Regular Growth?
What are the average returns of SBI Retirement Benefit Fund - Aggressive Plan Regular Growth?
How do I invest in SBI Retirement Benefit Fund - Aggressive Plan Regular Growth?
What is the expense ratio of SBI Retirement Benefit Fund - Aggressive Plan Regular Growth?
What are net assets under management (AUM) of SBI Retirement Benefit Fund - Aggressive Plan Regular Growth?
What is the PE and PB ratio of SBI Retirement Benefit Fund - Aggressive Plan Regular Growth?
What are the top 5 holdings of SBI Retirement Benefit Fund - Aggressive Plan Regular Growth?
What are the top 3 sectors that SBI Retirement Benefit Fund - Aggressive Plan Regular Growth has invested in?
Who is the manager of SBI Retirement Benefit Fund - Aggressive Plan Regular Growth?
What is the exit load of SBI Retirement Benefit Fund - Aggressive Plan Regular Growth?
How to Redeem SBI Retirement Benefit Fund - Aggressive Plan Regular Growth?
Can I invest in SIP and a Lump Sum of SBI Retirement Benefit Fund - Aggressive Plan Regular Growth?
