SBI Retirement Benefit Fund-Aggressive Hybrid Plan(G)-Direct Plan
+11.33%
5Y annualised
+11.33%
5Y annualised
-1.77% 1D
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NAV : 15 Sep 2026
₹20.46
Min. SIP amount
₹500
Fund size (AUM)
1671 Cr
Expense ratio
1.06%
Launched on
10 Feb 2021
Lock-in period
5Y
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 15 Sep 2026
₹20.46
Min. SIP amount
₹500
Fund size (AUM)
1671 Cr
Expense ratio
1.06%
Launched on
10 Feb 2021
Lock-in period
5Y
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
41.57%
Mid Cap
18.51%
Small Cap
18.46%
Others
21.45%
Sector Allocation
Bank
16.97%
Automobile & Ancillaries
11.80%
Finance
10.74%
Domestic Mutual Funds Units - Gold
9.20%
Healthcare
5.47%
Chemicals
5.05%
Domestic Equities
4.30%
Construction Materials
4.21%
Others
31.69%
Minimum investments
Returns vs rankings
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
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ICICI Pru Retirement Fund-Hybrid Aggressive Plan(G)-Direct Plan
SBI Retirement Benefit Fund-Aggressive Hybrid Plan(G)-Direct Plan
ICICI Pru Retirement Fund-Hybrid Cons Plan(G)-Direct Plan
ICICI Pru Retirement Fund-Pure Equity Plan(G)-Direct Plan
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FAQs
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