Sbi Retirement Benefit Fund Aggressive Plan Regular Plan Growth

Risk: Very High
₹ 20.61
NAV (Jul 26,2024)

Introducing the SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth. With an expense ratio of 2.02%, this scheme has an AUM of ₹2065.26 crore. The minimum investment required is ₹5000, and the lock period is 5 years. Established on February 10, 2021, this fund is designed to help you grow your retirement savings steadily. Start investing today and secure your financial future.

Sbi Retirement Benefit Fund Aggressive Plan Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Sbi Retirement Benefit Fund Aggressive Plan Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    0
  • P/B Ratio
    UM_URBAN_MONEY

    0
  • Alpha
    UM_URBAN_MONEY

    -0.00
  • Beta
    UM_URBAN_MONEY

    0.84
  • Sharpe
    UM_URBAN_MONEY

    0.15
  • Sortino
    UM_URBAN_MONEY

    0.26

Fund Overview

Expense ratio
UM_URBAN_MONEY

2.02%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 2065.26 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹5000.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Jul 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 11,118.35 (11.18%)₹ 11,735.83 (17.36%)₹ 13,000.01 (30.00%)₹ 17,612.54 (76.13%)₹ -- (--)
₹ 30,000₹ 33,355.05 (11.18%)₹ 35,207.49 (17.36%)₹ 39,000.03 (30.00%)₹ 52,837.62 (76.13%)₹ -- (--)
₹ 50,000₹ 55,591.75 (11.18%)₹ 58,679.15 (17.36%)₹ 65,000.05 (30.00%)₹ 88,062.7 (76.13%)₹ -- (--)
₹ 80,000₹ 88,946.8 (11.18%)₹ 93,886.64 (17.36%)₹ 1,04,000.08 (30.00%)₹ 1,40,900.32 (76.13%)₹ -- (--)
₹ 1,00,000₹ 1,11,183.5 (11.18%)₹ 1,17,358.3 (17.36%)₹ 1,30,000.1 (30.00%)₹ 1,76,125.4 (76.13%)₹ -- (--)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • HDFC Bank Ltd9.15%
  • ICICI Bank Ltd5.77%
  • Infosys Ltd5.21%
  • Axis Bank Ltd4.37%
  • Maruti Suzuki India Ltd4.01%
  • ABB India Ltd3.69%
  • Ultratech Cement Ltd3.68%
  • Larsen & Toubro Ltd3.58%
  • Endurance Technologies Ltd3.28%
  • Timken India Ltd3.01%
  • State Bank of India2.99%
  • L&T Technology Services Ltd2.82%
  • CGL2.78%
  • HDFC Asset Management Co Ltd2.64%
  • Chalet Hotels Ltd2.58%
  • Grindwell Norton Ltd2.57%
  • Hindalco Industries Ltd2.52%
  • Cholamandalam Investment & Finance Co Ltd2.43%
  • The Indian Hotels Company Ltd2.32%
  • Schaeffler India Ltd2.30%
  • TVS Motor Company Ltd2.25%
  • ESAB India Ltd2.25%
  • Divi s Laboratories Ltd2.23%
  • Abbott India Ltd2.18%
  • Sona Blw Precision Forgings Ltd2.02%
  • ZF Commercial Vehicle Control Systems India Ltd1.52%
  • Page Industries Ltd1.47%
  • DLF Ltd1.46%
  • FSN E Commerce Ventures Ltd1.28%
  • The Phoenix Mills Ltd1.22%
  • ICICI Lombard General Insurance Company Ltd1.20%
  • SBFC Finance Ltd1.16%
  • Carborundum Universal Ltd1.13%
  • AIA Engineering Ltd1.13%
  • TREPS1.07%
  • V Guard Industries Ltd0.96%
  • TeamLease Services Ltd0.93%
  • Nuvoco Vistas Corporation Ltd0.90%
  • Hawkins Cookers Ltd0.71%
  • State Government of Karnataka0.61%
  • State Government of West Bengal0.49%
  • Tata Capital Housing Finance Ltd0.24%
  • Net Receivable Payable-0.09%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - GrowthAxis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth

OTHER

Very High

37.59%

Tata Retirement Savings Fund Moderate Plan - GrowthTata Retirement Savings Fund Moderate Plan - Growth

OTHER

Very High

36.70%

Nippon India Retirement Fund - Wealth Creation Scheme - GrowthNippon India Retirement Fund - Wealth Creation Scheme - Growth

OTHER

Very High

34.34%

Union Retirement Fund - Regular Plan - GrowthUnion Retirement Fund - Regular Plan - Growth

OTHER

Very High

30.65%

HDFC Retirement Savings Fund - Equity Plan - Regular Plan - GrowthHDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth

OTHER

Very High

29.32%

Bandhan Retirement Fund - Regular Plan - IDCWBandhan Retirement Fund - Regular Plan - IDCW

OTHER

Very High

25.28%

UTI Retirement FundUTI Retirement Fund

OTHER

High

23.86%

Franklin India Pension Plan - GrowthFranklin India Pension Plan - Growth

OTHER

High

20.03%

LIC MF Unit Linked Insurance SchemeLIC MF Unit Linked Insurance Scheme

OTHER

Very High

17.94%

Aditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - GrowthAditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - Growth

OTHER

Very High

17.92%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ICICI Prudential Retirement Fund - Pure Equity Plan - GrowthICICI Prudential Retirement Fund - Pure Equity Plan - Growth

OTHER

Very High

47.95%

Nippon India Retirement Fund - Wealth Creation Scheme - GrowthNippon India Retirement Fund - Wealth Creation Scheme - Growth

OTHER

Very High

41.74%

HDFC Retirement Savings Fund - Equity Plan - Regular Plan - GrowthHDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth

OTHER

Very High

37.48%

Union Retirement Fund - Regular Plan - GrowthUnion Retirement Fund - Regular Plan - Growth

OTHER

Very High

35.99%

Tata Retirement Savings Fund Moderate Plan - GrowthTata Retirement Savings Fund Moderate Plan - Growth

OTHER

Very High

30.19%

Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - GrowthAxis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth

OTHER

Very High

30.19%

Aditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - GrowthAditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - Growth

OTHER

Very High

26.68%

UTI Retirement FundUTI Retirement Fund

OTHER

High

20.62%

LIC MF Unit Linked Insurance SchemeLIC MF Unit Linked Insurance Scheme

OTHER

Very High

20.23%

Franklin India Pension Plan - GrowthFranklin India Pension Plan - Growth

OTHER

High

18.83%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

ICICI Prudential Retirement Fund - Pure Equity Plan - GrowthICICI Prudential Retirement Fund - Pure Equity Plan - Growth

OTHER

Very High

27.04%

HDFC Retirement Savings Fund - Equity Plan - Regular Plan - GrowthHDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth

OTHER

Very High

26.80%

Nippon India Retirement Fund - Wealth Creation Scheme - GrowthNippon India Retirement Fund - Wealth Creation Scheme - Growth

OTHER

Very High

19.81%

Tata Retirement Savings Fund Moderate Plan - GrowthTata Retirement Savings Fund Moderate Plan - Growth

OTHER

Very High

15.13%

UTI Retirement FundUTI Retirement Fund

OTHER

High

13.19%

LIC MF Unit Linked Insurance SchemeLIC MF Unit Linked Insurance Scheme

OTHER

Very High

13.04%

Aditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - GrowthAditya Birla Sun Life Retirement Fund - The 30s Plan - Regular Plan - Growth

OTHER

Very High

11.19%

Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - GrowthAxis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth

OTHER

Very High

11.08%

Franklin India Pension Plan - GrowthFranklin India Pension Plan - Growth

OTHER

High

10.17%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

HDFC Retirement Savings Fund - Equity Plan - Regular Plan - GrowthHDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth

OTHER

Very High

21.41%

Tata Retirement Savings Fund Moderate Plan - GrowthTata Retirement Savings Fund Moderate Plan - Growth

OTHER

Very High

16.51%

Nippon India Retirement Fund - Wealth Creation Scheme - GrowthNippon India Retirement Fund - Wealth Creation Scheme - Growth

OTHER

Very High

14.46%

UTI Retirement FundUTI Retirement Fund

OTHER

High

13.37%

LIC MF Unit Linked Insurance SchemeLIC MF Unit Linked Insurance Scheme

OTHER

Very High

12.55%

Franklin India Pension Plan - GrowthFranklin India Pension Plan - Growth

OTHER

High

10.23%

Show all Funds

Fund Managers

RS

Mr. Rohit Shimpi

AB

Mr. Ardhendu BhattacharyaFund Manager

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Axis Retirement Savings Fund - Aggressive Plan - Regular Plan - Growth

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HDFC Retirement Savings Fund - Equity Plan - Regular Plan - Growth

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ICICI Prudential Retirement Fund - Pure Equity Plan - Growth

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UTI Retirement Fund

FAQ's

What is the risk level associated with the SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth?

The SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth is a mutual fund with a very high risk level.

What is the current NAV (Net Asset Value) of the SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth as of Jul 26,2024?

The current NAV of the SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth as of Jul 26,2024 is INR 20.61.

What are the returns generated by the SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth over the past 1, 3, and 5 years?

The SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth has achieved returns of 27.85% in the past year, 3yearret over a 3-year period, and 5yearret over a 5-year period.

What is the expense ratio associated with the SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth?

The SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth has a 2.02% expense ratio.

What is the minimum investment amount required for the SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth?

The SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth requires a minimum investment of INR 5000.

Is there a systematic investment plan (SIP) available for the SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth?

Yes, SIP is available for the SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth with a minimum monthly investment of INR 5000.

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