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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹1,466 Cr

Lock In Period

5 Years

Expense Ratio

2.08

Benchmark

CRISIL Hybrid 35+65 - Aggressive Index

Exit Load

Nil

Summary

Latest details for SBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth include a ₹19.0477 NAV as of Apr 22,2026 and returns since inception of 43.18%. Minimum investments start at SIP ₹500. The SBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth AUM is ₹1,466 Cr, with a lock-in of 5 Years years, expense ratio of 2.08%, and benchmark CRISIL Hybrid 35+65 - Aggressive Index. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 7.48% returns, against a category average of -1.23% and a category best of 126.76%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M7.48-1.23126.76
6M-1.640.45126.76
1Y6.833.05126.76
3Y12.719.55126.76

Portfolio Analysis

  • Equity: 78.60%
  • Debt: 15.90%
  • Others
As on: 2026-03-31
View allocation % by

1. HDFC Bank Ltd.5.81%
2. ICICI Bank Ltd.4.57%
3. Axis Bank Ltd.2.31%
4. Kotak Mahindra Bank Ltd.2.01%

1. Reliance Industries Ltd.4.77%

1. Infosys Ltd.2.72%
2. LTIMindtree Ltd.0.77%

1. Timken India Ltd.1.85%
2. Schaeffler India Ltd.1.61%

1. Larsen & Toubro Ltd.3.24%

1. State Bank of India3.20%

1. Maruti Suzuki India Ltd.2.93%

1. Jubilant Foodworks Ltd.1.23%
2. The Indian Hotels Company Ltd.1.01%
3. Brigade Hotel Ventures Ltd.0.59%

1. Abbott India Ltd.1.56%
2. Divi's Laboratories Ltd.1.17%

1. Ultratech Cement Ltd.2.45%
2. Nuvoco Vistas Corporation Ltd.0.18%

1. Oberoi Realty Ltd.0.83%
2. DLF Ltd.0.70%
3. Godrej Properties Ltd.0.70%

1. Urban Company Ltd.2.07%

1. Asian Paints Ltd.1.23%
2. Berger Paints India Ltd.0.84%

1. Hindalco Industries Ltd.1.87%

1. Bajaj Finance Ltd.1.70%

1. TVS Motor Company Ltd.1.61%

1. Thermax Ltd.1.01%
2. Pitti Engineering Ltd.0.54%

1. Grindwell Norton Ltd.0.97%
2. Carborundum Universal Ltd.0.58%

1. ZF Commercial Vehicle Control Systems India Ltd.1.54%

1. Navin Fluorine International Ltd.1.35%

1. Bajaj Finserv Ltd.1.21%

1. L&T Technology Services Ltd.1.11%

1. Endurance Technologies Ltd.1.04%

1. FSN E-Commerce Ventures Ltd.1.03%

1. Pidilite Industries Ltd.1.03%

1. Balrampur Chini Mills Ltd.1.02%

About Fund

SBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth managed by SBI Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹1,466 Crore. The fund benchmarks its performance against the CRISIL Hybrid 35+65 - Aggressive Index while maintaining an expense ratio of 2.08. 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
This FundNJ Balanced Advantage Fund Growth13302.74 CR1.92
This FundMirae Asset Balanced Advantage Fund Growth31939.85 CR2.05
This FundFranklin India Balanced Advantage Fund Growth22662.52 CR1.96
This FundSBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth01465.87 CR2.08
Fund Name1Y3Y
This FundNJ Balanced Advantage Fund Growth2.379135.157
This FundMirae Asset Balanced Advantage Fund Growth6.446642.6017
This FundFranklin India Balanced Advantage Fund Growth3.332642.9173
This FundSBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth6.830143.1848

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 2.08. 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 : 7.48%
  • 6 Months : -1.64%
  • 1 Year : 6.83%
  • 3 Years : 12.71%
Returns of SBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth are updated daily based on NAV of ₹ 19.0477 as on Apr 22,2026. Since inception, the return has been 43.18%.

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 ₹1,466 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