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)
₹3,013 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 ₹19.2259 as of 3 Jun, 2026. SBI Retirement Benefit Fund - Aggressive Plan Growth has delivered 33.00% 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 ₹3,013 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 -0.56% returns.
SBI Retirement Benefit Fund - Aggressive Plan Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -0.56 | -0.99 | 126.76 |
| 6M | -5.38 | 0.18 | 126.76 |
| 1Y | -1.73 | 3.06 | 126.76 |
| 3Y | 9.97 | 10.63 | 126.76 |
Portfolio Analysis
- Equity: 95.34%
- Debt: 4.66%
- Others
As on: 2026-04-30
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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 ₹3,013 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 | 681.03 CR | 2.34 |
| PGIM India Balanced Advantage Fund Growth | 1 | 829.61 CR | 2.35 |
| NJ Balanced Advantage Fund Growth | 1 | 3435.23 CR | 2.09 |
| SBI Retirement Benefit Fund - Aggressive Plan Growth | 0 | 3013.35 CR | 1.94 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundLIC MF Balanced Advantage Fund Growth | -3.4749 | 22.7777 |
| This FundPGIM India Balanced Advantage Fund Growth | -1.5905 | 23.8532 |
| This FundNJ Balanced Advantage Fund Growth | -0.7418 | 31.048 |
| This FundSBI Retirement Benefit Fund - Aggressive Plan Growth | -1.7268 | 32.9968 |
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 : -0.56%
- 6 Months : -5.38%
- 1 Year : -1.73%
- 3 Years : 9.97%
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 ₹3,013 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.
