SBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

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)

₹1,587 Cr

Lock In Period

5 Years

Expense Ratio

2.16

Exit Load

Nil

Benchmark

CRISIL Hybrid 35+65 - Aggressive Index

SBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-1.410.86126.76
6M-0.462.25126.76
1Y-3.722.62126.76
3Y7.859.42126.76

Portfolio Analysis

  • Equity: 77.54%
  • Debt: 5.31%
  • Others
As on: 2026-09-30
View allocation % by

1. HDFC Bank Ltd.5.00%
2. ICICI Bank Ltd.4.62%
3. Kotak Mahindra Bank Ltd.2.19%

1. Divi's Laboratories Ltd.1.69%
2. Corona Remedies Ltd.1.65%
3. Anthem Biosciences Ltd.1.65%
4. Sudeep Pharma Ltd.1.07%
5. Biocon Ltd.0.80%

1. Maruti Suzuki India Ltd.2.46%
2. Hyundai Motor India Ltd.1.54%

1. Ultratech Cement Ltd.2.31%
2. JSW Cement Ltd.1.44%

1. Urban Company Ltd.2.00%
2. Central Depository Services (I) Ltd.1.50%

1. Larsen & Toubro Ltd.3.21%

1. Timken India Ltd.1.66%
2. Schaeffler India Ltd.1.51%

1. Tech Mahindra Ltd.1.17%
2. Coforge Ltd.1.07%
3. LTM Ltd.0.71%

1. Jubilant Foodworks Ltd.1.19%
2. The Indian Hotels Company Ltd.1.19%
3. Brigade Hotel Ventures Ltd.0.56%

1. State Bank of India2.89%

1. Oberoi Realty Ltd.0.96%
2. DLF Ltd.0.87%
3. Godrej Properties Ltd.0.72%

1. Asian Paints Ltd.1.26%
2. Berger Paints India Ltd.0.86%

1. Grindwell Norton Ltd.1.11%
2. Carborundum Universal Ltd.0.87%

1. JSW Infrastructure Ltd.1.86%

1. Lenskart Solutions Ltd.1.82%

1. TVS Motor Company Ltd.1.81%

1. Thermax Ltd.0.97%
2. Pitti Engineering Ltd.0.82%

1. Bajaj Finance Ltd.1.70%

1. Navin Fluorine International Ltd.1.66%

1. Sona Blw Precision Forgings Ltd.1.57%

1. Elevate Campuses Ltd.1.43%

1. FSN E-Commerce Ventures Ltd.1.29%

1. ZF Commercial Vehicle Control Systems India Ltd.1.21%

1. Bajaj Finserv Ltd.1.19%

1. Pidilite Industries Ltd.1.08%

1. Balrampur Chini Mills Ltd.1.04%
No Data Found
No Data Found

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 ₹1,587 Crore. The fund benchmarks its performance against the CRISIL Hybrid 35+65 - Aggressive Index while maintaining an expense ratio of 2.16. 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.

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 2.16. 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 : -1.41%
  • 6 Months : -0.46%
  • 1 Year : -3.72%
  • 3 Years : 7.85%
Returns of SBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth are updated daily based on NAV of ₹ 18.6861 as on Oct 30,2026. Since inception, the return has been 25.44%.

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 ₹1,587 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.
  • Daily Research Calls
  • ₹0 AMC for First Year
  • Dedicated RM Support
Open a Free Demat Account
+ Free 1st Year AMC