What is the NAV of SBI Retirement Benefit Fund-Aggressive Plan?
The Current NAV of SBI Retirement Benefit Fund-Aggressive Plan is ₹20.98, as of 13th June 2025What are the returns of SBI Retirement Benefit Fund-Aggressive Plan?
The SBI Retirement Benefit Fund-Aggressive Plan has been there since 1st January 1970- 1 Year Returns: 1.28
- 3 Year Returns: 20.11
What are the top 5 sectors holdings of SBI Retirement Benefit Fund-Aggressive Plan?
The top sectors SBI Retirement Benefit Fund-Aggressive Plan has invested in are as for 1st 01 1970 are as follows -- Private Banks | 20.99%
- IT Services & Consulting | 10.09%
- Auto Parts | 9.24%
- Construction & Engineering | 8.26%
- Oil & Gas - Refining & Marketing | 6.04%
What are the top 5 holdings SBI Retirement Benefit Fund-Aggressive Plan?
The top 5 holdings for SBI Retirement Benefit Fund-Aggressive Plan are- HDFC Bank Ltd | 8.91%
- ICICI Bank Ltd | 6.53%
- Reliance Industries Ltd | 6.04%
- Infosys Ltd | 4.20%
- Larsen and Toubro Ltd | 4.00%
What is the asset allocation of SBI Retirement Benefit Fund-Aggressive Plan?
The SBI Retirement Benefit Fund-Aggressive Plan is a plan that invests- Equity | 97.79%
- Cash & Equivalents | 1.82%
- Corporate Debt | 0.36%
- Government Securities | 0.04%
How to invest in SBI Retirement Benefit Fund-Aggressive Plan?
If you wish to invest in SBI Retirement Benefit Fund-Aggressive Plan Plan via smallcase, you can follow these quick and easy steps -- Log in to smallcase
- Search and select the SBI Retirement Benefit Fund-Aggressive Plan
- Complete filling your details and KYC
- Enter the Amount and type of investment (SIP or Lumpsum)
- And Voila! your SIP or Lumpsump investment in SBI Retirement Benefit Fund-Aggressive Plan is completed
You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.
What is the AUM of SBI Retirement Benefit Fund-Aggressive Plan?
The AUM of SBI Retirement Benefit Fund-Aggressive Plan is 2893.95 Cr as of 13th June 2025What is the expense ratio of SBI Retirement Benefit Fund-Aggressive Plan Plan?
The expense ratio of SBI Retirement Benefit Fund-Aggressive Plan Plan is 0.86How to exit SBI Retirement Benefit Fund-Aggressive Plan?
If you have invested in SBI Retirement Benefit Fund-Aggressive Plan, then simply visit your investment and you will find an option to exit the funds or invest more. Please click on 'exit' and add the amount or units. In case you want to exit from all units, you can simply click on the checkbox option shown.Is there any lock-in period for SBI Retirement Benefit Fund-Aggressive Plan Plan?
There is a lock in period of 5 for SBI Retirement Benefit Fund-Aggressive PlanWhat is the alpha of SBI Retirement Benefit Fund-Aggressive Plan?
The alpha ratio for the SBI Retirement Benefit Fund-Aggressive Plan is 1.66
Alpha is the excess return of a fund compared to its expected return based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.
What is the Volatility or Standard Deviation of SBI Retirement Benefit Fund-Aggressive Plan?
The volatility or standard deviation for the SBI Retirement Benefit Fund-Aggressive Plan is 13.10
Standard Deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.
What is the sharpe ratio of SBI Retirement Benefit Fund-Aggressive Plan?
The sharpe ratio for the SBI Retirement Benefit Fund-Aggressive Plan is -0.24
The Sharpe Ratio is a measure of risk-adjusted return that evaluates the performance of an investment, such as a mutual fund, by adjusting for its risk. Higher Sharpe Ratio, indicates a better risk-adjusted performance. A positive Sharpe Ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe Ratio suggests that the MF did not adequately compensate for the risk.
What is the Sortino ratio of SBI Retirement Benefit Fund-Aggressive Plan?
The Sortino ratio for the SBI Retirement Benefit Fund-Aggressive Plan is -0.02
The Sortino ratio is a measure of risk-adjusted return for an investment, such as a mutual fund.
What is the Price to Earnings (PE) of SBI Retirement Benefit Fund-Aggressive Plan?
The PE ratio (price-to-earnings) of the SBI Retirement Benefit Fund-Aggressive Plan is N/A while category PE ratio is N/A1. Test MF FAQ for Mutual Fund SBI Retirement Benefit Fund-Aggressive Plan Shares?
The Current NAV of SBI Retirement Benefit Fund-Aggressive Plan is ₹20.98, as of 13th June 20255. Test MF FAQ Is there any lock-in period for SBI Retirement Benefit Fund-Aggressive Plan Plan?
There is a lock in period of 5 for SBI Retirement Benefit Fund-Aggressive Plan
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%
Gains are added to taxable income and taxed according to the individual’s income tax slab
Gains are treated as long-term capital gains and taxed at 12.5%