SBI Retirement Benefit Fund - Aggressive 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 Plan Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹5000

AUM (Fund size)

₹3,066 Cr

Lock In Period

5 Years

Expense Ratio

2.09

Exit Load

Nil

Benchmark

BSE 500 Total Return

SBI Retirement Benefit Fund - Aggressive Plan Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-5.89-1.57126.76
6M-4.340.78126.76
1Y-7.562.52126.76
3Y5.7413.09126.76

Portfolio Analysis

  • Equity: 95.29%
  • Debt: 4.71%
  • Others
As on: 2026-09-30
View allocation % by

1. HDFC Bank Ltd.6.13%
2. ICICI Bank Ltd.5.63%
3. Kotak Mahindra Bank Ltd.2.67%

1. Divi's Laboratories Ltd.2.09%
2. Anthem Biosciences Ltd.2.08%
3. Corona Remedies Ltd.2.07%
4. Sudeep Pharma Ltd.1.29%
5. Biocon Ltd.0.97%

1. Maruti Suzuki India Ltd.2.95%
2. Hyundai Motor India Ltd.1.92%

1. Ultratech Cement Ltd.2.58%
2. JSW Cement Ltd.1.75%

1. Urban Company Ltd.2.39%
2. Central Depository Services (I) Ltd.1.88%

1. Larsen & Toubro Ltd.3.86%

1. Timken India Ltd.1.95%
2. Schaeffler India Ltd.1.88%

1. Tech Mahindra Ltd.1.47%
2. Coforge Ltd.1.34%
3. LTM Ltd.0.96%

1. State Bank of India3.61%

1. The Indian Hotels Company Ltd.1.43%
2. Jubilant Foodworks Ltd.1.41%
3. Brigade Hotel Ventures Ltd.0.68%

1. DLF Ltd.1.29%
2. Oberoi Realty Ltd.1.14%
3. Godrej Properties Ltd.1.09%

1. Asian Paints Ltd.1.49%
2. Berger Paints India Ltd.1.01%

1. Grindwell Norton Ltd.1.48%
2. Carborundum Universal Ltd.0.86%

1. JSW Infrastructure Ltd.2.32%

1. Lenskart Solutions Ltd.2.26%

1. Bajaj Finance Ltd.2.24%

1. TVS Motor Company Ltd.2.10%

1. Thermax Ltd.1.17%
2. Pitti Engineering Ltd.0.93%

1. Navin Fluorine International Ltd.1.96%

1. Elevate Campuses Ltd.1.80%

1. Sona Blw Precision Forgings Ltd.1.75%

1. FSN E-Commerce Ventures Ltd.1.59%

1. ABB India Ltd.1.48%

1. ZF Commercial Vehicle Control Systems India Ltd.1.41%

1. Bajaj Finserv Ltd.1.41%

1. Balrampur Chini Mills Ltd.1.35%

1. Pidilite Industries Ltd.1.29%

1. Honeywell Automation India Ltd.1.12%

1. Interglobe Aviation Ltd.1.11%

1. Torrent Power Ltd.1.02%
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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 ₹3,066 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 2.09. 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

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 2.09. 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 : -5.89%
  • 6 Months : -4.34%
  • 1 Year : -7.56%
  • 3 Years : 5.74%
Returns of SBI Retirement Benefit Fund - Aggressive Plan Growth are updated daily based on NAV of ₹ 18.6726 as on Oct 23,2026. Since inception, the return has been 18.23%.

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 ₹3,066 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.
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