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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)

₹1,576 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(%)
1M4.52-0.30126.76
6M-0.591.69126.76
1Y2.354.27126.76
3Y9.9313.04126.76

Portfolio Analysis

  • Equity: 79.42%
  • Debt: 15.37%
  • Others
As on: 2026-05-31
View allocation % by

1. HDFC Bank Ltd.5.50%
2. ICICI Bank Ltd.4.42%
3. Axis Bank Ltd.2.38%
4. Kotak Mahindra Bank Ltd.2.03%

1. Reliance Industries Ltd.4.36%

1. Ultratech Cement Ltd.2.43%
2. JSW Cement Ltd.1.66%

1. Timken India Ltd.1.93%
2. Schaeffler India Ltd.1.61%

1. Larsen & Toubro Ltd.3.51%

1. Infosys Ltd.2.35%
2. LTM Ltd.0.72%

1. State Bank of India2.93%

1. Maruti Suzuki India Ltd.2.91%

1. Jubilant Foodworks Ltd.1.13%
2. The Indian Hotels Company Ltd.1.08%
3. Brigade Hotel Ventures Ltd.0.60%

1. Oberoi Realty Ltd.0.93%
2. Godrej Properties Ltd.0.78%
3. DLF Ltd.0.77%

1. Asian Paints Ltd.1.41%
2. Berger Paints India Ltd.0.95%

1. Hindalco Industries Ltd.2.22%

1. Divi's Laboratories Ltd.1.22%
2. Biocon Ltd.0.94%

1. Thermax Ltd.1.44%
2. Pitti Engineering Ltd.0.68%

1. Grindwell Norton Ltd.1.22%
2. Carborundum Universal Ltd.0.72%

1. Bajaj Finance Ltd.1.79%

1. Urban Company Ltd.1.54%

1. ZF Commercial Vehicle Control Systems India Ltd.1.52%

1. TVS Motor Company Ltd.1.49%

1. Navin Fluorine International Ltd.1.45%

1. Bajaj Finserv Ltd.1.23%

1. Endurance Technologies Ltd.1.19%

1. Sona Blw Precision Forgings Ltd.1.15%

1. L&T Technology Services Ltd.1.13%

1. ESAB India Ltd.1.10%

1. Pidilite Industries Ltd.1.10%

1. FSN E-Commerce Ventures Ltd.1.06%

1. Honeywell Automation India Ltd.1.04%

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 ₹1,576 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
LIC MF Balanced Advantage Fund Growth1675.48 CR3.05
NJ Balanced Advantage Fund Growth13392.12 CR2.56
SBI Retirement Benefit Fund - Aggressive Plan Growth03000.31 CR2.02
SBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth01576.45 CR2.13
Fund Name1Y3Y
This FundLIC MF Balanced Advantage Fund Growth-2.592821.7489
This FundNJ Balanced Advantage Fund Growth-0.727828.3161
This FundSBI Retirement Benefit Fund - Aggressive Plan Growth-0.82230.7261
This FundSBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth2.346632.8637

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 : 4.52%
  • 6 Months : -0.59%
  • 1 Year : 2.35%
  • 3 Years : 9.93%
Returns of SBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth are updated daily based on NAV of ₹ 19.3930 as on Jul 07,2026. Since inception, the return has been 32.86%.

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 ₹1,576 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.