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SBI Retirement Benefit Fund - Aggressive Plan Growth Return

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  • 1Y
  • 3Y
  • 5Y
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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)

₹3,113 Cr

Lock In Period

5 Years

Expense Ratio

2.02

Exit Load

Nil

Benchmark

BSE 500 Total Return

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.080.13126.76
6M2.662.29126.76
1Y0.694.86126.76
3Y8.6512.67126.76

Portfolio Analysis

  • Equity: 95.34%
  • Debt: 4.66%
  • Others
As on: 2026-06-30
View allocation % by

1. HDFC Bank Ltd.6.80%
2. ICICI Bank Ltd.5.77%
3. Axis Bank Ltd.2.87%
4. Kotak Mahindra Bank Ltd.2.47%

1. Ultratech Cement Ltd.2.61%
2. JSW Cement Ltd.2.05%

1. Anthem Biosciences Ltd.1.84%
2. Divi's Laboratories Ltd.1.46%
3. Biocon Ltd.1.08%

1. Larsen & Toubro Ltd.4.19%

1. Timken India Ltd.2.14%
2. Schaeffler India Ltd.1.99%

1. State Bank of India3.80%

1. Maruti Suzuki India Ltd.3.68%

1. Godrej Properties Ltd.1.23%
2. DLF Ltd.1.17%
3. Oberoi Realty Ltd.1.12%

1. The Indian Hotels Company Ltd.1.38%
2. Jubilant Foodworks Ltd.1.27%
3. Brigade Hotel Ventures Ltd.0.74%

1. Infosys Ltd.2.29%
2. LTM Ltd.0.83%

1. Asian Paints Ltd.1.61%
2. Berger Paints India Ltd.1.11%

1. Thermax Ltd.1.76%
2. Pitti Engineering Ltd.0.78%

1. Grindwell Norton Ltd.1.58%
2. Carborundum Universal Ltd.0.79%

1. Bajaj Finance Ltd.2.31%

1. Hindalco Industries Ltd.2.06%

1. Urban Company Ltd.1.96%

1. Navin Fluorine International Ltd.1.80%

1. TVS Motor Company Ltd.1.75%

1. JSW Infrastructure Ltd.1.57%

1. ZF Commercial Vehicle Control Systems India Ltd.1.52%

1. FSN E-Commerce Ventures Ltd.1.52%

1. ABB India Ltd.1.51%

1. Acme Solar Holdings Ltd.1.49%

1. Bajaj Finserv Ltd.1.43%

1. Pidilite Industries Ltd.1.38%

1. Kajaria Ceramics Ltd.1.32%

1. Honeywell Automation India Ltd.1.31%

1. Sona Blw Precision Forgings Ltd.1.29%

1. Interglobe Aviation Ltd.1.17%

1. Torrent Power Ltd.1.14%

1. HDB Financial Services Ltd.1.13%

1. Balrampur Chini Mills Ltd.1.11%

1. Voltas Ltd.1.09%

1. L&T Technology Services Ltd.1.07%

1. Page Industries Ltd.1.05%

1. ESAB India Ltd.1.04%

1. Lenskart Solutions Ltd.1.04%

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 ₹3,113 Crore. The fund benchmarks its performance against the BSE 500 Total Return while maintaining an expense ratio of 2.02. 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
PGIM India Balanced Advantage Fund Growth1770 CR2.55
LIC MF Balanced Advantage Fund Growth1684 CR3.05
Mirae Asset Arbitrage Fund Growth33,737 CR3.58
SBI Retirement Benefit Fund - Aggressive Plan Growth03,113 CR2.02
Fund Name1Y3Y
This FundPGIM India Balanced Advantage Fund Growth-1.106120.1581
This FundLIC MF Balanced Advantage Fund Growth-1.354920.3966
This FundMirae Asset Arbitrage Fund Growth5.858121.5703
This FundSBI Retirement Benefit Fund - Aggressive Plan Growth0.69128.2651

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 2.02. 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 : 1.08%
  • 6 Months : 2.66%
  • 1 Year : 0.69%
  • 3 Years : 8.65%
Returns of SBI Retirement Benefit Fund - Aggressive Plan Growth are updated daily based on NAV of ₹ 20.2226 as on Jul 31,2026. Since inception, the return has been 28.27%.

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 ₹3,113 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.