SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.68
• Std Deviation 9.51%
• 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 Hybrid Plan Regular Growth has an AUM of 1640.13 crores & has delivered CAGR of 12.73% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 2.05%. The minimum investment in SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular Growth is Rs 5000 and the minimum SIP is Rs 500.

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

The top holdings of the fund include HDFC Bank, SBI Mutual Fund - SBI Gold Exchange Traded Scheme - Growth Option, ICICI Bank & Reliance Industries.

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

Some of the similar funds are SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular Growth, HDFC Retirement Savings Fund - Hybrid Equity Plan - Regular Plan, Axis Retirement Fund - Aggressive Plan Regular Growth, ICICI Prudential Retirement Fund Pure Equity Plan Regular Growth, ICICI Prudential Retirement Fund Hybrid Aggressive Plan Regular Growth. SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular Growth has a sharpe ratio of 0.68 & a standard deviation of 9.51%.