SBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth Return

  • 1M
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  • 6M
  • 1Y
  • 3Y
  • 5Y
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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)

₹1,672 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(%)
1M-4.12-0.88126.76
6M2.882.75126.76
1Y-1.713.51126.76
3Y7.5114.22126.76

Portfolio Analysis

  • Equity: 78.55%
  • Debt: 13.81%
  • Others
As on: 2026-08-31
View allocation % by

1. ICICI Bank Ltd.4.83%
2. HDFC Bank Ltd.4.75%
3. Axis Bank Ltd.2.27%
4. Kotak Mahindra Bank Ltd.2.10%

1. Divi's Laboratories Ltd.1.63%
2. Anthem Biosciences Ltd.1.63%
3. Sudeep Pharma Ltd.1.36%
4. Biocon Ltd.0.85%

1. Maruti Suzuki India Ltd.2.64%
2. Hyundai Motor India Ltd.1.58%

1. Ultratech Cement Ltd.2.29%
2. JSW Cement Ltd.1.52%

1. Urban Company Ltd.2.02%
2. Central Depository Services (I) Ltd.1.58%

1. Larsen & Toubro Ltd.3.28%

1. Tech Mahindra Ltd.1.19%
2. Coforge Ltd.1.16%
3. LTM Ltd.0.76%

1. Timken India Ltd.1.58%
2. Schaeffler India Ltd.1.47%

1. State Bank of India3.03%

1. Jubilant Foodworks Ltd.1.23%
2. The Indian Hotels Company Ltd.1.15%
3. Brigade Hotel Ventures Ltd.0.55%

1. Oberoi Realty Ltd.0.96%
2. DLF Ltd.0.85%
3. Godrej Properties Ltd.0.84%

1. Asian Paints Ltd.1.32%
2. Berger Paints India Ltd.0.89%

1. TVS Motor Company Ltd.1.82%

1. Thermax Ltd.1.06%
2. Pitti Engineering Ltd.0.76%

1. Grindwell Norton Ltd.1.07%
2. Carborundum Universal Ltd.0.73%

1. Bajaj Finance Ltd.1.78%

1. JSW Infrastructure Ltd.1.68%

1. Lenskart Solutions Ltd.1.67%

1. Navin Fluorine International Ltd.1.66%

1. Sona Blw Precision Forgings Ltd.1.46%

1. FSN E-Commerce Ventures Ltd.1.34%

1. Bajaj Finserv Ltd.1.32%

1. ZF Commercial Vehicle Control Systems India Ltd.1.24%

1. Pidilite Industries Ltd.1.18%

1. Balrampur Chini Mills Ltd.1.04%
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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 ₹1,672 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.

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 : -4.12%
  • 6 Months : 2.88%
  • 1 Year : -1.71%
  • 3 Years : 7.51%
Returns of SBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth are updated daily based on NAV of ₹ 18.7263 as on Oct 12,2026. Since inception, the return has been 24.27%.

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 ₹1,672 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.
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