Return
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹3,078 Cr
Lock In Period
5 Years
Expense Ratio
1.92
Benchmark
BSE 500 Total Return
Exit Load
Nil
Summary
Latest details for SBI Retirement Benefit Fund - Aggressive Plan Growth include a ₹17.8848 NAV as of Mar 27,2026 and returns since inception of 37.14%. Minimum investments start at SIP ₹500. The SBI Retirement Benefit Fund - Aggressive Plan Growth AUM is ₹3,078 Cr, with a lock-in of 5 Years years, expense ratio of 1.92%, and benchmark BSE 500 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded -8.56% returns, against a category average of -0.91% and a category best of 126.76%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -8.56 | -0.91 | 126.76 |
| 6M | -8.48 | 1.06 | 126.76 |
| 1Y | -2.58 | 3.53 | 126.76 |
| 3Y | 11.10 | 8.34 | 126.76 |
Portfolio Analysis
- Equity: 97.27%
- Debt: 2.73%
- Others
As on: 2026-02-28
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About Fund
SBI Retirement Benefit Fund - Aggressive Plan Growth managed by SBI Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹3,078 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 1.92. Under the expert guidance of Rohit Shimpi ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundLIC MF Balanced Advantage Fund Growth | 1 | 709.59 CR | 2.39 |
| This FundNJ Balanced Advantage Fund Growth | 1 | 3567.21 CR | 1.9 |
| This FundICICI Prudential Blended Plan B - Option I Growth | 0 | 773.84 CR | 0.42 |
| This FundSBI Retirement Benefit Fund - Aggressive Plan Growth | 0 | 3077.97 CR | 1.92 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundLIC MF Balanced Advantage Fund Growth | -2.2677 | 27.0738 |
| This FundNJ Balanced Advantage Fund Growth | -0.1549 | 32.3409 |
| This FundICICI Prudential Blended Plan B - Option I Growth | 10.635 | 33.278 |
| This FundSBI Retirement Benefit Fund - Aggressive Plan Growth | -2.582 | 37.1438 |
FAQs
SBI Retirement Benefit Fund - Aggressive Plan Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of SBI Retirement Benefit Fund - Aggressive Plan Growth is 1.92. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
SBI Retirement Benefit Fund - Aggressive Plan Growth’s fund performance is as follows:
- 1 Month : -8.56%
- 6 Months : -8.48%
- 1 Year : -2.58%
- 3 Years : 11.10%
You can invest in SBI Retirement Benefit Fund - Aggressive Plan Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of SBI Retirement Benefit Fund - Aggressive Plan Growth is ₹3,078 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in SBI Retirement Benefit Fund - Aggressive Plan Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500