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SBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth Return

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Showing Funds Performance since Sep 07, 2020

SBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹1,616 Cr

Lock In Period

5 Years

Expense Ratio

2.13

Exit Load

Nil

Benchmark

CRISIL Hybrid 35+65 - Aggressive Index

SBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.830.10126.76
6M3.142.48126.76
1Y7.185.41126.76
3Y10.1014.03126.76

Portfolio Analysis

  • Equity: 78.75%
  • Debt: 13.52%
  • Others
As on: 2026-06-30
View allocation % by

1. HDFC Bank Ltd.5.75%
2. ICICI Bank Ltd.4.72%
3. Axis Bank Ltd.2.43%
4. Kotak Mahindra Bank Ltd.2.03%

1. Ultratech Cement Ltd.2.33%
2. JSW Cement Ltd.1.69%

1. Anthem Biosciences Ltd.1.45%
2. Divi's Laboratories Ltd.1.17%
3. Biocon Ltd.0.89%

1. Larsen & Toubro Ltd.3.48%

1. Timken India Ltd.1.81%
2. Schaeffler India Ltd.1.59%

1. Maruti Suzuki India Ltd.3.05%

1. State Bank of India3.04%

1. The Indian Hotels Company Ltd.1.15%
2. Jubilant Foodworks Ltd.1.07%
3. Brigade Hotel Ventures Ltd.0.61%

1. Infosys Ltd.1.97%
2. LTM Ltd.0.61%

1. Oberoi Realty Ltd.0.94%
2. Godrej Properties Ltd.0.81%
3. DLF Ltd.0.79%

1. Asian Paints Ltd.1.35%
2. Berger Paints India Ltd.0.95%

1. Grindwell Norton Ltd.1.40%
2. Carborundum Universal Ltd.0.80%

1. Thermax Ltd.1.45%
2. Pitti Engineering Ltd.0.69%

1. Bajaj Finance Ltd.1.93%

1. Hindalco Industries Ltd.1.84%

1. Urban Company Ltd.1.64%

1. Navin Fluorine International Ltd.1.52%

1. TVS Motor Company Ltd.1.50%

1. ZF Commercial Vehicle Control Systems India Ltd.1.30%

1. JSW Infrastructure Ltd.1.25%

1. FSN E-Commerce Ventures Ltd.1.23%

1. Acme Solar Holdings Ltd.1.21%

1. Bajaj Finserv Ltd.1.20%

1. Pidilite Industries Ltd.1.15%

1. Sona Blw Precision Forgings Ltd.1.15%

1. Honeywell Automation India Ltd.1.13%

1. Kajaria Ceramics Ltd.1.06%

1. Balrampur Chini Mills Ltd.1.03%

About Fund SBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth

SBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth managed by SBI Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹1,616 Crore. The fund benchmarks its performance against the CRISIL Hybrid 35+65 - Aggressive Index while maintaining an expense ratio of 2.13. 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 NameRatingsAUMExpense Ratio
SBI Retirement Benefit Fund - Aggressive Plan Growth03,113 CR2.02
Franklin India Balanced Advantage Fund Growth22,819 CR2.11
Mirae Asset Balanced Advantage Fund Growth32,128 CR2.26
ICICI Prudential Blended Plan B - Option I Growth0773 CR0.42
SBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth01,615 CR2.13
Fund Name1Y3Y
This FundSBI Retirement Benefit Fund - Aggressive Plan Growth5.240531.3966
This FundFranklin India Balanced Advantage Fund Growth2.748532.5191
This FundMirae Asset Balanced Advantage Fund Growth5.936632.8763
This FundICICI Prudential Blended Plan B - Option I Growth10.63533.278
This FundSBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth7.177533.4799

SBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth 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 2.13. 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 : 1.83%
  • 6 Months : 3.14%
  • 1 Year : 7.18%
  • 3 Years : 10.10%
Returns of SBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth are updated daily based on NAV of ₹ 19.7482 as on Aug 07,2026. Since inception, the return has been 33.48%.

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 ₹1,616 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.