SBI Retirement Benefit Fund - Aggressive Plan Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.61
• Std Deviation 11.56%
• Tracking Error 0.00%

The investment objective of the scheme is to provide a comprehensive retirement saving solution that serves the variable needs of the investors through long term diversified investments in major asset classes. However, there can be no assurance that the investment objective of the Scheme will be realized.

The SBI Retirement Benefit Fund - Aggressive Plan Regular Growth has an AUM of 3161.99 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 1.92%. The minimum investment in SBI Retirement Benefit Fund - Aggressive Plan Regular Growth is Rs 5000 and the minimum SIP is Rs 500.

As per morningstar the risk & return rating of the fund are Medium & High respectively.

The top holdings of the fund include HDFC Bank, Reliance Industries, ICICI Bank & Maruti Suzuki India.

The major sectors where the fund is invested are Regional Banks, Construction Services, Oil & Gas Operations & Chemical Manufacturing.

Some of the similar funds are Nippon India Retirement Fund - Wealth Creation Scheme - Regular Growth, UTI Retirement Fund - Regular Plan, Tata Retirement Savings Progressive Fund Growth, Tata Retirement Savings Moderate Fund Growth, SBI Retirement Benefit Fund - Aggressive Plan Regular Growth. SBI Retirement Benefit Fund - Aggressive Plan Regular Growth has a sharpe ratio of 0.61 & a standard deviation of 11.56%.