Showing Funds Performance since Sep 07, 2020

| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -3.09 | -0.45 | 126.76 |
| 6M | -4.81 | 1.39 | 126.76 |
| 1Y | -1.89 | 3.77 | 126.76 |
| 3Y | 8.90 | 13.55 | 126.76 |
SBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth managed by SBI Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹1,576 Crore. The fund benchmarks its performance against the CRISIL Hybrid 35+65 - Aggressive Index while maintaining an expense ratio of 2.07. 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.
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.
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Mirae Asset Arbitrage Fund Growth | 3 | 3460.75 CR | 0.93 |
| SBI Retirement Benefit Fund - Aggressive Plan Growth | 0 | 3000.31 CR | 1.94 |
| NJ Balanced Advantage Fund Growth | 1 | 3435.23 CR | 1.94 |
| SBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth | 0 | 1576.45 CR | 2.07 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundMirae Asset Arbitrage Fund Growth | 5.8066 | 21.5754 |
| This FundSBI Retirement Benefit Fund - Aggressive Plan Growth | -5.749 | 26.2196 |
| This FundNJ Balanced Advantage Fund Growth | -2.4535 | 27.1318 |
| This FundSBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth | -1.8893 | 29.1294 |