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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹1,640 Cr
Lock In Period
5 Years
Expense Ratio
2.06
Benchmark
CRISIL Hybrid 35+65 - Aggressive Index
Exit Load
Nil
Summary
Latest details for SBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth include a ₹17.2613 NAV as of Mar 31,2026 and returns since inception of 31.00%. Minimum investments start at SIP ₹500. The SBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth AUM is ₹1,640 Cr, with a lock-in of 5 Years years, expense ratio of 2.06%, and benchmark CRISIL Hybrid 35+65 - Aggressive Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded -9.78% returns, against a category average of -1.38% and a category best of 126.76%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -9.78 | -1.38 | 126.76 |
| 6M | -8.20 | 0.69 | 126.76 |
| 1Y | -1.90 | 3.78 | 126.76 |
| 3Y | 9.42 | 9.99 | 126.76 |
Portfolio Analysis
- Equity: 79.51%
- Debt: 15.81%
- Others
As on: 2026-02-28
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About Fund
SBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth managed by SBI Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹1,640 Crore. The fund benchmarks its performance against the CRISIL Hybrid 35+65 - Aggressive Index while maintaining an expense ratio of 2.06. 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 FundMirae Asset Arbitrage Fund Growth | 3 | 3833.92 CR | 0.93 |
| This FundNJ Balanced Advantage Fund Growth | 1 | 3567.21 CR | 1.9 |
| This FundSBI Retirement Benefit Fund - Aggressive Plan Growth | 0 | 3077.97 CR | 1.92 |
| This FundSBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth | 0 | 1640.13 CR | 2.06 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundMirae Asset Arbitrage Fund Growth | 5.8732 | 22.0436 |
| This FundNJ Balanced Advantage Fund Growth | -2.0249 | 27.9756 |
| This FundSBI Retirement Benefit Fund - Aggressive Plan Growth | -6.0691 | 28.858 |
| This FundSBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth | -1.8982 | 31.0026 |
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 2.06. 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 : -9.78%
- 6 Months : -8.20%
- 1 Year : -1.90%
- 3 Years : 9.42%
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 ₹1,640 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