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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

1.95

Benchmark

BSE 500 Total Return

Exit Load

Nil

Summary

Latest details for SBI Retirement Benefit Fund - Aggressive Plan Growth include a ₹18.974 NAV as of May 12,2026 and returns since inception of 31.45%. 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 1.95%, and benchmark BSE 500 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded -0.68% returns, against a category average of -0.49% and a category best of 126.76%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-0.68-0.49126.76
6M-7.000.95126.76
1Y-2.624.49126.76
3Y9.5412.33126.76

Portfolio Analysis

  • Equity: 97.78%
  • Debt: 2.22%
  • Others
As on: 2026-03-31
View allocation % by

1. HDFC Bank Ltd.7.13%
2. ICICI Bank Ltd.5.79%
3. Axis Bank Ltd.2.84%
4. Kotak Mahindra Bank Ltd.2.55%

1. Reliance Industries Ltd.6.08%

1. Infosys Ltd.3.28%
2. LTIMindtree Ltd.1.08%

1. Timken India Ltd.2.27%
2. Schaeffler India Ltd.2.09%

1. State Bank of India4.15%

1. Larsen & Toubro Ltd.4.06%

1. Maruti Suzuki India Ltd.3.67%

1. Jubilant Foodworks Ltd.1.52%
2. The Indian Hotels Company Ltd.1.26%
3. Brigade Hotel Ventures Ltd.0.75%

1. Ultratech Cement Ltd.2.86%
2. Nuvoco Vistas Corporation Ltd.0.50%

1. Abbott India Ltd.1.64%
2. Divi's Laboratories Ltd.1.51%

1. Oberoi Realty Ltd.1.03%
2. Godrej Properties Ltd.0.88%
3. DLF Ltd.0.85%

1. Urban Company Ltd.2.58%

1. Asian Paints Ltd.1.51%
2. Berger Paints India Ltd.1.03%

1. Hindalco Industries Ltd.2.18%

1. Bajaj Finance Ltd.2.11%

1. TVS Motor Company Ltd.1.94%

1. Thermax Ltd.1.27%
2. Pitti Engineering Ltd.0.64%

1. ZF Commercial Vehicle Control Systems India Ltd.1.87%

1. Grindwell Norton Ltd.1.13%
2. Carborundum Universal Ltd.0.60%

1. Navin Fluorine International Ltd.1.65%

1. Bajaj Finserv Ltd.1.50%

1. ABB India Ltd.1.46%

1. FSN E-Commerce Ventures Ltd.1.32%

1. Pidilite Industries Ltd.1.28%

1. L&T Technology Services Ltd.1.27%

1. Endurance Technologies Ltd.1.27%

1. Voltas Ltd.1.24%

1. Torrent Power Ltd.1.20%

1. Kajaria Ceramics Ltd.1.15%

1. Sona Blw Precision Forgings Ltd.1.15%

1. Balrampur Chini Mills Ltd.1.14%

1. ESAB India Ltd.1.11%

1. Dr. Lal Path labs Ltd.1.06%

1. ICICI Prudential Life Insurance Company Ltd.1.04%

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 1.95. 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 NameRatingsAUMExpense Ratio
This FundMirae Asset Arbitrage Fund Growth33474.23 CR0.93
This FundPGIM India Balanced Advantage Fund Growth1829.61 CR2.28
This FundNJ Balanced Advantage Fund Growth13435.23 CR1.92
This FundSBI Retirement Benefit Fund - Aggressive Plan Growth02718.98 CR1.95
Fund Name1Y3Y
This FundMirae Asset Arbitrage Fund Growth5.91721.5774
This FundPGIM India Balanced Advantage Fund Growth-3.185121.6847
This FundNJ Balanced Advantage Fund Growth0.226830.7692
This FundSBI Retirement Benefit Fund - Aggressive Plan Growth-2.617531.4471

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 1.95. 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 : -0.68%
  • 6 Months : -7.00%
  • 1 Year : -2.62%
  • 3 Years : 9.54%
Returns of SBI Retirement Benefit Fund - Aggressive Plan Growth are updated daily based on NAV of ₹ 18.974 as on May 12,2026. Since inception, the return has been 31.45%.

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