SBI Retirement Benefit Fund - Aggressive Plan Regular Growth
- Retirement
- Solutions Oriented
- Very High Risk
Explore On
Rating:
Key Metrics
Aum
₹2,718.98 Cr
Expense Ratio
1.95%
Exit Load
0.00%
Min. Investment
₹5,000.00
Min. SIP
₹500.00
Launch Date
17 Feb 2021
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -2.67% | -- |
| 3 Months | -5.84% | -- |
| 6 Months | -7.14% | -- |
| 1 Year | -4.11% | -4.11% |
| 2 Years | -- | +0.42% |
| 3 Years | +31.48% | +9.55% |
| 5 Years | +78.41% | +12.28% |
| Since Launch | +87.19% | +12.7% |
Holdings as on 19 May 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| HDFC Bank | 204.64 | 6.79 |
| Reliance Industries | 176.14 | 5.85 |
| ICICI Bank | 165.04 | 5.48 |
| Larsen & Toubro Ltd | 126.41 | 4.19 |
| State Bank of India | 123.18 | 4.09 |
| Treps | 112.25 | 3.73 |
| Maruti Suzuki India | 107.98 | 3.58 |
| Infosys | 84.40 | 2.80 |
| AXIS Bank Ltd | 84.35 | 2.80 |
| UltraTech Cement | 83.77 | 2.78 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.37
Sharpe Ratio
14.94%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Nippon India Retirement Fund - Wealth Creation Scheme - Regular Growth | -2.72% | +14.72% | +13.28% |
| Tata Retirement Savings Progressive Fund Growth | +2.19% | +15.4% | +11.85% |
| Tata Retirement Savings Moderate Fund Growth | +2.48% | +14.07% | +11.34% |
| SBI Retirement Benefit Fund - Aggressive Plan Regular Growth | -4.11% | +9.55% | +12.28% |
| UTI Retirement Fund - Regular Plan | -0.81% | +9.76% | +9.62% |
Results are calculated on CAGR basis
About Fund
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 2718.98 crores & has delivered CAGR of 12.28 in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 1.95%. 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 & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include HDFC Bank, Reliance Industries, ICICI Bank, Larsen & Toubro Ltd.
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, Tata Retirement Savings Progressive Fund Growth, Tata Retirement Savings Moderate Fund Growth, SBI Retirement Benefit Fund - Aggressive Plan Regular Growth, UTI Retirement Fund - Regular Plan. SBI Retirement Benefit Fund - Aggressive Plan Regular Growth has a sharpe ratio of 0.37 & a standard deviation of 14.94%.
FAQs
According to the morning star rating SBI Retirement Benefit Fund - Aggressive Plan Regular Growth has a Medium risk & Exceptional return.
SBI Retirement Benefit Fund - Aggressive Plan Regular Growth is managed by Rohit Shimpi,Ardhendu Bhattacharya.
The expense ratio of SBI Retirement Benefit Fund - Aggressive Plan Regular Growth is 1.95%.
The 5 year annualized return on SBI Retirement Benefit Fund - Aggressive Plan Regular Growth is 12.28% & it has generated -4.11% in the last 1 year.
The minimum investment in SBI Retirement Benefit Fund - Aggressive Plan Regular Growth is 5000 Rs.
SBI Retirement Benefit Fund - Aggressive Plan Regular Growth has an AUM of 2718.98 crores.
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