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Business News/Market/Market Stats/    SBI Retirement Benefit Fund - Aggressive Plan Regular Growth

SBI Retirement Benefit Fund - Aggressive Plan Regular Growth

+
  • Solutions Oriented
  • Retirement
  • Rating N.A.
  • Plan
19.67 +0.10 (0.51%) NAV as on 12 Jun, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)2413.54
  • CAGR 31.04%
  • Exit Load0.00%
  • Expense ratio1.97%
  • CategorySolutions Oriented
  • Min Investment5000
  • Min SIP500
  • Launch Date2021-02-17

Morning Star Rating N.A.

Moderate
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 14 June 2024

  • Name
  • Value (Cr)
  • Holding %
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio1.19
  • Std Deviation 10.87%
  • Tracking Error 0.00%

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 2413.54 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 1.97%. 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 Moderate & Exceptional respectively.

 

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

 

The major sectors where the fund is invested are Regional Banks, Construction Services, Constr. - Supplies & Fixtures & Auto & Truck Parts.

 

Some of the similar funds are Nippon India Retirement Fund - Wealth Creation Scheme - Regular Growth, Tata Retirement Savings Progressive Fund Growth, UTI Retirement Fund - Regular Plan, 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 1.19 & a standard deviation of 10.87%.

FAQs about SBI Retirement Benefit Fund - Aggressive Plan Regular Growth

According to the morning star rating SBI Retirement Benefit Fund - Aggressive Plan Regular Growth has a Moderate risk & Exceptional return.
SBI Retirement Benefit Fund - Aggressive Plan Regular Growth is managed by Rajeev Radhakrishnan,Rohit Shimpi,Ardhendu Bhattacharya,Pradeep Kesavan.
The expense ratio of SBI Retirement Benefit Fund - Aggressive Plan Regular Growth is 1.97%.
The 5 year annualized return on SBI Retirement Benefit Fund - Aggressive Plan Regular Growth is 0.00% & it has generated 31.04% 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 2413.54 crores.
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