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SBI Retirement Benefit Fund-Aggressive Hybrid Plan(G)-Direct Plan

SBI Retirement Benefit Fund-Aggressive Hybrid Plan(G)-Direct Plan

Solution Oriented•Direct Growth•High Risk

+8.94%

5Y annualised

Solution OrientedDirect GrowthHigh Risk

+8.94%

5Y annualised

-1.17% 1D

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NAV : 23 Oct 2026

₹19.40

Min. SIP amount

₹500

Fund size (AUM)

1587 Cr

Expense ratio

1.06%

Launched on

10 Feb 2021

Lock-in period

Benchmark

Nifty 50

Fund Plan

Direct

NAV : 23 Oct 2026

₹19.40

Min. SIP amount

₹500

Fund size (AUM)

1587 Cr

Expense ratio

1.06%

Launched on

10 Feb 2021

Lock-in period

Benchmark

Nifty 50

Fund Plan

Direct

SIP Calculator + Returns

Monthly investment

₹8,000

3M6M1Y3Y

Total investment

₹2,88,000

Would've become

₹3,25,537

Over the pastTotal investmentWould've becomeHistoric returnsReturns

3 months₹24,000₹24,314

+1.31%

6 months₹48,000₹49,107

+2.31%

1 year₹96,000₹1,00,168

+4.34%

3 years₹2,88,000₹3,25,537

+13.03%

Stock Allocation

Stock nameSectorAllocation

Sbi Gold EtfDomestic Mutual Funds Units - Gold9.26%

Hdfc Bank Ltd.Bank5.00%

TrepsCash & Cash Equivalents And Net Assets4.84%

Fund Composition

₹1587 Cr

Large Cap

38.64%

Mid Cap

17.71%

Small Cap

19.76%

Others

23.89%

Sector Allocation

₹1587 Cr

Bank

14.70%

Automobile & Ancillaries

11.74%

Finance

10.95%

Domestic Mutual Funds Units - Gold

9.26%

Healthcare

6.86%

Domestic Equities

5.84%

Chemicals

4.86%

Cash & Cash Equivalents And Net Assets

4.55%

Others

30.63%

Minimum investments

Min. for SIP₹500

Min. for Lumpsum--

Min. for SIP₹500

Min. for Lumpsum--

Returns vs rankings

Absolute returns

Name1Y3Y5Y

Fund returns------

Rank (Income)

Exit load, stamp duty and tax

Exit load

No exit load

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.

Fund management

Rohit Shimpi

Present

Ardhendu Bhattacharya

Present

Similar/Peer Fund Comparison

Name1Y3Y5Y

Aditya Birla SL Retirement Fund-30(G)-Direct Plan

+3.47%+14.72%+10.48%

ICICI Pru Retirement Fund-Pure Debt Plan(G)-Direct Plan

+2.76%+6.21%+5.70%

Aditya Birla SL Retirement Fund-50 Plus-Debt Plan(G)-Direct Plan

+2.41%+5.64%+4.88%

ICICI Pru Retirement Fund-Hybrid Cons Plan(G)-Direct Plan

+1.40%+8.89%+8.00%

Aditya Birla SL Retirement Fund-50(G)-Direct Plan

+0.89%+7.48%+6.49%

SBI Retirement Benefit Fund-Conservative Plan(G)-Direct Plan

-0.10%+6.20%+6.47%

Tata Retirement Sav Fund - Cons Plan(G)-Direct Plan

-0.26%+6.89%+5.90%

HDFC Retirement Fund-Hybrid-Debt Plan(G)-Direct Plan

-1.68%+6.40%+6.60%

Fund name

Aditya Birla SL Retirement Fund-30(G)-Direct Plan

+14.72%

ICICI Pru Retirement Fund-Pure Debt Plan(G)-Direct Plan

+6.21%

Aditya Birla SL Retirement Fund-50 Plus-Debt Plan(G)-Direct Plan

+5.64%

ICICI Pru Retirement Fund-Hybrid Cons Plan(G)-Direct Plan

+8.89%

Aditya Birla SL Retirement Fund-50(G)-Direct Plan

+7.48%

SBI Retirement Benefit Fund-Conservative Plan(G)-Direct Plan

+6.20%

Tata Retirement Sav Fund - Cons Plan(G)-Direct Plan

+6.89%

HDFC Retirement Fund-Hybrid-Debt Plan(G)-Direct Plan

+6.40%

Uniapps Investment Adviser Pvt Ltd
Investment Adviser
SEBI Registration Number — INA000017639
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Write to us : support@univest.in, compliance@univest.in

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FAQs

SBI Retirement Benefit Fund-Aggressive Hybrid Plan(G)-Direct Plan is a part of SBI Funds Management Limited, it was incepted on 10 Feb 2021. This fund is managed by Rohit Shimpi and Ardhendu Bhattacharya. It is a Solution Oriented type of fund.

The current NAV of SBI Retirement Benefit Fund-Aggressive Hybrid Plan(G)-Direct Plan is ₹19.40 (as of 23 Oct 2026).

SBI Retirement Benefit Fund-Aggressive Hybrid Plan(G)-Direct Plan has delivered -5.15% in 1 year, 7.82% in 3 years, and 8.94% in 5 years (annualised).

The minimum SIP amount for SBI Retirement Benefit Fund-Aggressive Hybrid Plan(G)-Direct Plan is ₹500.

The expense ratio of SBI Retirement Benefit Fund-Aggressive Hybrid Plan(G)-Direct Plan is 1.06%.

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SBI Retirement Benefit Fund-Aggressive Hybrid Plan(G)-Direct Plan

SIP Calculator + Returns

Stock Allocation

Fund Composition

Sector Allocation

Minimum investments

Returns vs rankings

Exit load, stamp duty and tax

Fund management

Similar/Peer Fund Comparison

About this fund

FAQs

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