Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹1,697 Cr
Lock In Period
5 Years
Expense Ratio
2.05
Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
Exit Load
Nil
Summary
Latest details for SBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth include a ₹19.429 NAV as of Feb 10,2026 and returns since inception of 44.58%. Minimum investments start at SIP ₹500. The SBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth AUM is ₹1,697 Cr, with a lock-in of 5 Years years, expense ratio of 2.05%, and benchmark CRISIL Hybrid 35+65 - Aggressive Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 0.00% returns, against a category average of 0.00% and a category best of 0.00%.
Calculate Returns
You would have got
Your Investment Amount
- 1
- 2
- 3
- 4
- 5
Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|
Portfolio Analysis
- Equity:
- Debt:
- Others
As on: 2025-12-31
View allocation % by
About Fund
SBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth managed by SBI Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹1,697 Crore. The fund benchmarks its performance against the CRISIL Hybrid 35+65 - Aggressive Index while maintaining an expense ratio of 2.05. 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 FundNJ Balanced Advantage Fund Growth | 1 | 3712.63 CR | 1.9 |
| This FundFranklin India Balanced Advantage Fund Growth | 2 | 2884.57 CR | 1.94 |
| This FundMirae Asset Balanced Advantage Fund Growth | 3 | 2021.33 CR | 2.05 |
| This FundSBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth | 0 | 1696.7 CR | 2.05 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundNJ Balanced Advantage Fund Growth | 3.0349 | 38.1485 |
| This FundFranklin India Balanced Advantage Fund Growth | 5.8632 | 43.7462 |
| This FundMirae Asset Balanced Advantage Fund Growth | 9.6481 | 43.8343 |
| This FundSBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth | 8.7339 | 44.5312 |
FAQs
SBI Retirement Benefit Fund - Aggressive Hybrid 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 Hybrid Plan Growth is 2.05. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
SBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth’s fund performance is as follows:
- 1 Month : %
- 6 Months : %
- 1 Year : %
- 3 Years : %
You can invest in SBI Retirement Benefit Fund - Aggressive Hybrid 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 Hybrid Plan Growth is ₹1,697 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in SBI Retirement Benefit Fund - Aggressive Hybrid 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