SBI Retirement Benefit Fund - Aggressive Plan Growth Return
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Showing Funds Performance since Sep 07, 2020
SBI Retirement Benefit Fund - Aggressive Plan Growth Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹3,000 Cr
Lock In Period
5 Years
Expense Ratio
1.94
Exit Load
Nil
Benchmark
BSE 500 Total Return
Summary
SBI Retirement Benefit Fund - Aggressive Plan Growth NAV is ₹19.8505 as of 23 Jun, 2026. SBI Retirement Benefit Fund - Aggressive Plan Growth has delivered 31.03% returns since its launch. The minimum SIP investment amount in SBI Retirement Benefit Fund - Aggressive Plan Growth is ₹500. The AUM of SBI Retirement Benefit Fund - Aggressive Plan Growth is ₹3,000 Cr. The expense ratio of the fund is 1.94%, and its benchmark is BSE 500 Total Return. The current exit load of the fund is Nil. In the last 1M months, SBI Retirement Benefit Fund - Aggressive Plan Growth has delivered 4.61% returns.
SBI Retirement Benefit Fund - Aggressive Plan Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 4.61 | 0.07 | 126.76 |
| 6M | -1.89 | 1.53 | 126.76 |
| 1Y | 0.09 | 3.94 | 126.76 |
| 3Y | 9.43 | 12.24 | 126.76 |
Portfolio Analysis
- Equity: 97.23%
- Debt: 2.77%
- Others
As on: 2026-05-31
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About Fund SBI Retirement Benefit Fund - Aggressive Plan Growth
SBI Retirement Benefit Fund - Aggressive Plan Growth managed by SBI Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹3,000 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 1.94. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| LIC MF Balanced Advantage Fund Growth | 1 | 675.48 CR | 2.34 |
| PGIM India Balanced Advantage Fund Growth | 1 | 797.63 CR | 2.37 |
| NJ Balanced Advantage Fund Growth | 1 | 3392.12 CR | 1.94 |
| SBI Retirement Benefit Fund - Aggressive Plan Growth | 0 | 3000.31 CR | 1.94 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundLIC MF Balanced Advantage Fund Growth | -3.4073 | 21.9558 |
| This FundPGIM India Balanced Advantage Fund Growth | -1.3123 | 22.0779 |
| This FundNJ Balanced Advantage Fund Growth | -0.5189 | 28.4211 |
| This FundSBI Retirement Benefit Fund - Aggressive Plan Growth | 0.0948 | 31.028 |
SBI Retirement Benefit Fund - Aggressive Plan Growth FAQs
SBI Retirement Benefit Fund - Aggressive 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 Plan Growth is 1.94. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
SBI Retirement Benefit Fund - Aggressive Plan Growth’s fund performance is as follows:
- 1 Month : 4.61%
- 6 Months : -1.89%
- 1 Year : 0.09%
- 3 Years : 9.43%
You can invest in SBI Retirement Benefit Fund - Aggressive 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 Plan Growth is ₹3,000 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in SBI Retirement Benefit Fund - Aggressive Plan Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
