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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹2,719 Cr
Lock In Period
5 Years
Expense Ratio
1.95
Benchmark
BSE 500 Total Return
Exit Load
Nil
Summary
Latest details for SBI Retirement Benefit Fund - Aggressive Plan Growth include a ₹19.7504 NAV as of Apr 22,2026 and returns since inception of 43.40%. Minimum investments start at SIP ₹500. The SBI Retirement Benefit Fund - Aggressive Plan Growth AUM is ₹2,719 Cr, with a lock-in of 5 Years years, expense ratio of 1.95%, and benchmark BSE 500 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 8.78% returns, against a category average of -1.23% and a category best of 126.76%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 8.78 | -1.23 | 126.76 |
| 6M | -3.49 | 0.45 | 126.76 |
| 1Y | 4.25 | 3.05 | 126.76 |
| 3Y | 12.77 | 9.55 | 126.76 |
Portfolio Analysis
- Equity: 97.78%
- Debt: 2.22%
- Others
As on: 2026-03-31
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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 ₹2,719 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 1.95. 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.
Fund Managers
Rohit Shimpi
Mr. Rohit Shimpi is a B. Com., PGDBM (Finance), CFA. Prior to joining SBI Mutaul Fund, he has worked with CNBC TV18, JP Morgan’s offshore research centre and HDFC Standard Life Insurance.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundNJ Balanced Advantage Fund Growth | 1 | 3302.74 CR | 1.92 |
| This FundMirae Asset Balanced Advantage Fund Growth | 3 | 1939.85 CR | 2.05 |
| This FundFranklin India Balanced Advantage Fund Growth | 2 | 2662.52 CR | 1.96 |
| This FundSBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth | 0 | 1465.87 CR | 2.08 |
| This FundSBI Retirement Benefit Fund - Aggressive Plan Growth | 0 | 2718.98 CR | 1.95 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundNJ Balanced Advantage Fund Growth | 2.3791 | 35.157 |
| This FundMirae Asset Balanced Advantage Fund Growth | 6.4466 | 42.6017 |
| This FundFranklin India Balanced Advantage Fund Growth | 3.3326 | 42.9173 |
| This FundSBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth | 6.8301 | 43.1848 |
| This FundSBI Retirement Benefit Fund - Aggressive Plan Growth | 4.2547 | 43.3962 |
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 1.95. 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 : 8.78%
- 6 Months : -3.49%
- 1 Year : 4.25%
- 3 Years : 12.77%
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 ₹2,719 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