Sbi Retirement Benefit Fund Aggressive Plan Regular Plan Growth

17.62
NAV (Feb 29,2024)

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

2.02%

Expense ratio
UM_URBAN_MONEY

0%

Exit Load
UM_URBAN_MONEY

No Lock-in

Lock-in
UM_URBAN_MONEY

2065.26 Cr

AUM (Fund Size)
UM_URBAN_MONEY

Index
UM_URBAN_MONEY

SIP ₹5000.00

Min. Investment
UM_URBAN_MONEY

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Mar 01, 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 %)

10,802.99 (8.03%)11,165.52 (11.66%)12,875.34 (28.75%)17,710.04 (77.10%)-- (--)
32,408.97 (8.03%)33,496.56 (11.66%)38,626.02 (28.75%)53,130.12 (77.10%)-- (--)
54,014.95 (8.03%)55,827.6 (11.66%)64,376.7 (28.75%)88,550.2 (77.10%)-- (--)
86,423.92 (8.03%)89,324.16 (11.66%)1,03,002.72 (28.75%)1,41,680.32 (77.10%)-- (--)
1,08,029.9 (8.03%)1,11,655.2 (11.66%)1,28,753.4 (28.75%)1,77,100.4 (77.10%)-- (--)

Calculate Your Mutual Fund Returns

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

Total investment

+

Profit

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)

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

OTHER

Very High

45.97%

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

OTHER

Very High

32.53%

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%

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

OTHER

Very High

24.34%

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

OTHER

Very High

22.93%

Franklin India Pension Plan - GrowthFranklin India Pension Plan - Growth

OTHER

Moderately High

19.63%

UTI Retirement FundUTI Retirement Fund

OTHER

High

18.95%

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

38.81%

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

28.69%

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%

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

OTHER

Very High

24.49%

UTI Retirement FundUTI Retirement Fund

OTHER

High

20.49%

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

Moderately High

18.75%

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

20.58%

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

OTHER

Very High

13.24%

LIC MF Unit Linked Insurance SchemeLIC MF Unit Linked Insurance Scheme

OTHER

Very High

13.04%

UTI Retirement FundUTI Retirement Fund

OTHER

High

12.87%

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

9.85%

Franklin India Pension Plan - GrowthFranklin India Pension Plan - Growth

OTHER

Moderately High

9.21%

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%

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

OTHER

Very High

14.20%

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

OTHER

Very High

13.57%

LIC MF Unit Linked Insurance SchemeLIC MF Unit Linked Insurance Scheme

OTHER

Very High

12.55%

UTI Retirement FundUTI Retirement Fund

OTHER

High

11.01%

Franklin India Pension Plan - GrowthFranklin India Pension Plan - Growth

OTHER

Moderately High

9.49%

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