Return
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹3,078 Cr
Lock In Period
5 Years
Expense Ratio
1.92
Benchmark
BSE 500 Total Return
Exit Load
Nil
Summary
Latest details for SBI Retirement Benefit Fund - Aggressive Plan Growth include a ₹17.8993 NAV as of Apr 02,2026 and returns since inception of 31.55%. Minimum investments start at SIP ₹500. The SBI Retirement Benefit Fund - Aggressive Plan Growth AUM is ₹3,078 Cr, with a lock-in of 5 Years years, expense ratio of 1.92%, and benchmark BSE 500 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded -9.87% returns, against a category average of -1.80% and a category best of 126.76%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -9.87 | -1.80 | 126.76 |
| 6M | -10.41 | 0.76 | 126.76 |
| 1Y | -2.70 | 4.63 | 126.76 |
| 3Y | 9.57 | 13.33 | 126.76 |
Portfolio Analysis
- Equity: 97.27%
- Debt: 2.73%
- Others
As on: 2026-02-28
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About Fund
SBI Retirement Benefit Fund - Aggressive Plan Growth managed by SBI Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹3,078 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 1.92. 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.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundPGIM India Balanced Advantage Fund Growth | 1 | 885.03 CR | 2.23 |
| This FundLIC MF Balanced Advantage Fund Growth | 1 | 709.59 CR | 2.39 |
| This FundNJ Balanced Advantage Fund Growth | 1 | 3567.21 CR | 1.9 |
| This FundSBI Retirement Benefit Fund - Aggressive Plan Growth | 0 | 3077.97 CR | 1.92 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundPGIM India Balanced Advantage Fund Growth | -0.6325 | 22.5303 |
| This FundLIC MF Balanced Advantage Fund Growth | -2.5309 | 22.8898 |
| This FundNJ Balanced Advantage Fund Growth | -0.1569 | 29.5015 |
| This FundSBI Retirement Benefit Fund - Aggressive Plan Growth | -2.7026 | 31.5533 |
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 1.92. 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 : -9.87%
- 6 Months : -10.41%
- 1 Year : -2.70%
- 3 Years : 9.57%
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 ₹3,078 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.
Min Inv Amount: ₹500