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
N/A
Summary
SBI Retirement Benefit Fund - Aggressive Plan Growth NAV is ₹19.4573 as of 28 May, 2026. SBI Retirement Benefit Fund - Aggressive Plan Growth has delivered 32.81% 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 N/A. The current exit load of the fund is Nil. In the last 1M months, SBI Retirement Benefit Fund - Aggressive Plan Growth has delivered 0.41% returns.
SBI Retirement Benefit Fund - Aggressive Plan Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.41 | -0.56 | 126.76 |
| 6M | -5.47 | 1.53 | 126.76 |
| 1Y | -2.24 | 4.15 | 126.76 |
| 3Y | 9.92 | 10.30 | 126.76 |
Portfolio Analysis
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About Fund SBI Retirement Benefit Fund - Aggressive Plan Growth
SBI Retirement Benefit Fund - Aggressive Plan Growth managed by ,is a Equity - Hybridscheme with Assets Under Management of ₹3,013 Crore. The fund benchmarks its performance against the 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
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 : 0.41%
- 6 Months : -5.47%
- 1 Year : -2.24%
- 3 Years : 9.92%
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.
