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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
18.99 -0.07 (-0.34%) NAV as on 07 Feb, 2025
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)2712.29
  • CAGR 7.92%
  • Exit Load0.00%
  • Expense ratio1.95%
  • CategorySolutions Oriented
  • Min Investment5000
  • Min SIP500
  • Launch Date2021-02-17

Morning Star Rating N.A.

Moderate
Risk
High
Return

Asset Allocation

Holdings As On - 08 February 2025

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

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.69
  • Std Deviation 12.10%
  • 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 2712.29 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 1.95%. 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 Moderate & High respectively.

 

The top holdings of the fund include HDFC Bank, ICICI Bank, Reliance Industries & Infosys.

 

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

 

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 0.69 & a standard deviation of 12.10%.

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 & High return.
SBI Retirement Benefit Fund - Aggressive Plan Regular Growth is managed by Rohit Shimpi,Ardhendu Bhattacharya,Pradeep Kesavan.
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 0.00% & it has generated 7.92% 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 2712.29 crores.
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