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SBI Retirement Benefit Fund - Aggressive Plan Growth Return

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  • 6M
  • 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)

₹3,000 Cr

Lock In Period

5 Years

Expense Ratio

2.02

Exit Load

Nil

Benchmark

BSE 500 Total Return

SBI Retirement Benefit Fund - Aggressive Plan Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M4.27-0.17126.76
6M-1.331.63126.76
1Y-2.534.20126.76
3Y8.9313.24126.76

Portfolio Analysis

  • Equity: 97.23%
  • Debt: 2.77%
  • Others
As on: 2026-05-31
View allocation % by

1. HDFC Bank Ltd.6.58%
2. ICICI Bank Ltd.5.47%
3. Axis Bank Ltd.2.85%
4. Kotak Mahindra Bank Ltd.2.51%

1. Reliance Industries Ltd.5.42%

1. Ultratech Cement Ltd.2.77%
2. JSW Cement Ltd.2.04%

1. Timken India Ltd.2.31%
2. Schaeffler India Ltd.2.04%

1. Larsen & Toubro Ltd.4.28%

1. Infosys Ltd.2.76%
2. LTM Ltd.0.99%

1. State Bank of India3.71%

1. Maruti Suzuki India Ltd.3.55%

1. Godrej Properties Ltd.1.20%
2. DLF Ltd.1.15%
3. Oberoi Realty Ltd.1.13%

1. Jubilant Foodworks Ltd.1.35%
2. The Indian Hotels Company Ltd.1.31%
3. Brigade Hotel Ventures Ltd.0.75%

1. Asian Paints Ltd.1.69%
2. Berger Paints India Ltd.1.13%

1. Divi's Laboratories Ltd.1.53%
2. Biocon Ltd.1.15%

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

1. Hindalco Industries Ltd.2.52%

1. Bajaj Finance Ltd.2.16%

1. Grindwell Norton Ltd.1.40%
2. Carborundum Universal Ltd.0.72%

1. Urban Company Ltd.1.86%

1. ZF Commercial Vehicle Control Systems India Ltd.1.81%

1. TVS Motor Company Ltd.1.76%

1. Navin Fluorine International Ltd.1.73%

1. ABB India Ltd.1.62%

1. Bajaj Finserv Ltd.1.49%

1. Endurance Technologies Ltd.1.42%

1. Pidilite Industries Ltd.1.33%

1. FSN E-Commerce Ventures Ltd.1.33%

1. ESAB India Ltd.1.31%

1. Sona Blw Precision Forgings Ltd.1.31%

1. L&T Technology Services Ltd.1.27%

1. Honeywell Automation India Ltd.1.22%

1. Kajaria Ceramics Ltd.1.21%

1. Torrent Power Ltd.1.18%

1. Voltas Ltd.1.10%

1. Balrampur Chini Mills Ltd.1.07%

1. HDB Financial Services 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 ₹3,000 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
LIC MF Balanced Advantage Fund Growth1675.48 CR3.05
Mirae Asset Arbitrage Fund Growth33642.6 CR3.58
NJ Balanced Advantage Fund Growth13392.12 CR2.56
SBI Retirement Benefit Fund - Aggressive Plan Growth03000.31 CR2.02
Fund Name1Y3Y
This FundLIC MF Balanced Advantage Fund Growth-3.220521.4831
This FundMirae Asset Arbitrage Fund Growth5.773721.5847
This FundNJ Balanced Advantage Fund Growth-1.3128.2876
This FundSBI Retirement Benefit Fund - Aggressive Plan Growth-2.526629.2526

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 : 4.27%
  • 6 Months : -1.33%
  • 1 Year : -2.53%
  • 3 Years : 8.93%
Returns of SBI Retirement Benefit Fund - Aggressive Plan Growth are updated daily based on NAV of ₹ 20.1072 as on Jul 10,2026. Since inception, the return has been 29.25%.

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 ₹3,000 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.