Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹500 & Lump. ₹5000
AUM (Fund size)
₹2,719 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 ₹18.9666 NAV as of Apr 13,2026 and returns since inception of 36.09%. Minimum investments start at SIP ₹500. The SBI Retirement Benefit Fund - Aggressive Plan Growth AUM is ₹2,719 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 4.13% returns, against a category average of 0.63% and a category best of 126.76%.
Calculate Returns
You would have got
Your Investment Amount
- 1
- 2
- 3
- 4
- 5
Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 4.13 | 0.63 | 126.76 |
| 6M | -5.97 | 1.02 | 126.76 |
| 1Y | 5.55 | 5.97 | 126.76 |
| 3Y | 10.82 | 15.54 | 126.76 |
Portfolio Analysis
- Equity: 97.27%
- Debt: 2.73%
- Others
As on: 2026-02-28
View allocation % by
About Fund
SBI Retirement Benefit Fund - Aggressive Plan Growth managed by SBI Mutual Fund,is a Equity - Hybridscheme with Assets Under Management of ₹2,719 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 | 799.81 CR | 2.23 |
| This FundNJ Balanced Advantage Fund Growth | 1 | 3302.74 CR | 1.9 |
| This FundICICI Prudential Blended Plan B - Option I Growth | 0 | 773.84 CR | 0.42 |
| This FundSBI Retirement Benefit Fund - Aggressive Plan Growth | 0 | 2718.98 CR | 1.92 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundPGIM India Balanced Advantage Fund Growth | 3.3874 | 25.2137 |
| This FundNJ Balanced Advantage Fund Growth | 3.1646 | 31.9838 |
| This FundICICI Prudential Blended Plan B - Option I Growth | 10.635 | 33.278 |
| This FundSBI Retirement Benefit Fund - Aggressive Plan Growth | 5.5483 | 36.0949 |
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 : 4.13%
- 6 Months : -5.97%
- 1 Year : 5.55%
- 3 Years : 10.82%
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 ₹2,719 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