SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth
Category: Retirement Fund
Launch Date: 05-02-2021
Asset Class: Mixed Asset
Benchmark: CRISIL Hybrid 35+65 Aggressive Index
Expense Ratio: 2.08% As on ( 30-06-2025)
Status: Open Ended Schemes
Minimum Topup: 1000.0
Total Assets: 1,616.3 Cr As on ( 30-06-2025)
Turn over:
NAV as on 18-07-2025
18.9174
-0.09 ( -0.4493% )
CAGR Since Inception
15.22%
CRISIL Hybrid 35+65 Aggressive Index 12.22%
Performance of SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth
Fund Managers

Mr. Ardhendu Bhattacharya, Rohit Shimpi, Mr. Pradeep Kesavan,

Investment Objective

The investment objective of the scheme is to provide a comprehensive retirement saving solution that serves the variable needs of the investors through long term diversified investments in major asset classes. However there can be no assurance that the investment objective of the Scheme will be realized.

Returns Calculator for SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth 8.86 1.06 0.93 1.07 7.05 2.97
Retirement Fund - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
SBI Retrmnt Benefit Aggr Hybrid Reg Gr 05-02-2021 0.64 13.06 15.53 0.0 0.0
ICICI Pru Retrmnt Pure Equity Gr 01-02-2019 8.64 28.3 26.05 28.57 0.0
PGIM India Retirement Fund Reg Gr 15-04-2024 7.96 0.0 0.0 0.0 0.0
ICICI Pru Retrmnt Pure Debt Gr 05-02-2019 7.95 7.24 6.89 5.28 0.0
ICICI Pru Retrmnt Hybrid Cons Gr 05-02-2019 7.29 12.18 11.62 9.28 0.0
SBI Retrmnt Benefit Cons Reg Gr 05-02-2021 6.88 9.22 10.05 0.0 0.0
ABSL Retrmnt The 40s Reg Gr 01-03-2019 6.7 15.58 15.15 13.51 0.0
ABSL Retrmnt The 50s Plus-Debt Reg Gr 05-03-2019 6.54 5.94 5.69 3.89 0.0
ABSL Retrmnt The 50s Reg Gr 05-03-2019 6.26 9.05 9.01 5.47 0.0
UTI Retirement Fund - Regular Plan 26-12-1994 6.12 13.38 13.67 14.29 9.53

Asset Allocation (%)

PORTFOLIO ANALYSIS of SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)

whatsapp