SBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth Return

  • 1M
  • 3M
  • 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)

1,582 Cr

Lock In Period

5 Years

Expense Ratio

2.07

Exit Load

Nil

Benchmark

N/A

Summary

SBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth NAV is ₹18.8873 as of 28 May, 2026. SBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth has delivered 34.69% returns since its launch. The minimum SIP investment amount in SBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth is ₹500. The AUM of SBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth is ₹1,582 Cr. The expense ratio of the fund is 2.07%, and its benchmark is N/A. The current exit load of the fund is Nil. In the last 1M months, SBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth has delivered 0.73% returns.

SBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.73-0.56126.76
6M-3.211.53126.76
1Y1.564.15126.76
3Y10.4410.30126.76

Portfolio Analysis

  • Equity:
  • Debt:
  • Others
As on:
View allocation % by

1. HDFC Bank Ltd.5.68%
2. ICICI Bank Ltd.4.43%
3. Axis Bank Ltd.2.34%
4. Kotak Mahindra Bank Ltd.2.02%

1. Reliance Industries Ltd.4.70%

1. Larsen & Toubro Ltd.3.44%

1. Timken India Ltd.1.82%
2. Schaeffler India Ltd.1.60%

1. State Bank of India3.23%

1. Infosys Ltd.2.38%
2. LTM Ltd.0.76%

1. Jubilant Foodworks Ltd.1.26%
2. The Indian Hotels Company Ltd.1.05%
3. Brigade Hotel Ventures Ltd.0.66%

1. Maruti Suzuki India Ltd.2.94%

1. Oberoi Realty Ltd.0.91%
2. Godrej Properties Ltd.0.81%
3. DLF Ltd.0.76%

1. Ultratech Cement Ltd.2.45%

1. Asian Paints Ltd.1.28%
2. Berger Paints India Ltd.0.90%

1. Hindalco Industries Ltd.2.03%

1. Urban Company Ltd.1.94%

1. Thermax Ltd.1.17%
2. Pitti Engineering Ltd.0.71%

1. Bajaj Finance Ltd.1.84%

1. Grindwell Norton Ltd.1.04%
2. Carborundum Universal Ltd.0.66%

1. TVS Motor Company Ltd.1.55%

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

1. Navin Fluorine International Ltd.1.38%

1. Torrent Power Ltd.1.21%

1. Bajaj Finserv Ltd.1.20%

1. L&T Technology Services Ltd.1.19%

1. Divi's Laboratories Ltd.1.18%

1. Sona Blw Precision Forgings Ltd.1.15%

1. ESAB India Ltd.1.07%

1. FSN E-Commerce Ventures Ltd.1.07%

1. Kajaria Ceramics Ltd.1.06%

1. Voltas Ltd.1.04%

1. Pidilite Industries Ltd.1.02%

1. Endurance Technologies Ltd.1.02%

About Fund SBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth

SBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth managed by ,is a Equity - Hybridscheme with Assets Under Management of ₹1,582 Crore. The fund benchmarks its performance against the while maintaining an expense ratio of 2.07. Under the expert guidance of Mr. 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

Mr. Rohit Shimpi

Peer Comparison

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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 2.07. 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 : 0.73%
  • 6 Months : -3.21%
  • 1 Year : 1.56%
  • 3 Years : 10.44%
Returns of SBI Retirement Benefit Fund - Aggressive Hybrid Plan Growth are updated daily based on NAV of ₹ 18.8873 as on May 27,2026. Since inception, the return has been 34.69%.

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 ₹1,582 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.