Good morning :)
Add to Watchlist
Share

How to use scorecard? Learn more

SBI Retirement Benefit Fund-Aggressive Plan Direct Growth

Growth
20.980.60% (-0.13)
High
Low
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
Loading...
1M
6M
1Y
3Y
5Y
Max
SIP

How to use scorecard? Learn more

SBI Retirement Benefit Fund-Aggressive Plan Performance & Key Metrics

SBI Retirement Benefit Fund-Aggressive Plan Performance & Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.86-0.24
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.600.60

SBI Retirement Benefit Fund-Aggressive Plan Scheme InfoSBI Retirement Benefit Fund-Aggressive Plan Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth5 yrs
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 1,000
BenchmarkBenchmark
BSE 500 - TRI

About Solution Oriented - Retirement Fund

About Solution Oriented - Retirement Fund

Solution Oriented,Retirement Fund invest in high-risk stocks since the objective of the fund is to create a corpus for retirement. However, the lock-n-period is relatively higher than other funds as these funds are long term in nature.

SBI Retirement Benefit Fund-Aggressive Plan Peers

What are peers and why compare against them?

What are peers and why compare against them?

A mutual fund’s peers are schemes which belong to the same category. Comparing various metrics against peers can give valuable insights on how the scheme is performing as compared to the scheme category as a whole.

SBI Retirement Benefit Fund-Aggressive Plan Peers & Comparison

Comparing 3 mutual funds from 
OtherSolution Oriented - Retirement Fund
Loading...
Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
SBI Retirement Benefit Fund-Aggressive Plan1.28%20.11%18.62%
UTI Retirement Fund
Nippon India Retirement Fund-Wealth Creation3.85%22.81%11.79%
Tata Retirement Sav Fund - Mod Plan9.44%20.26%15.99%

SBI Retirement Benefit Fund-Aggressive Plan Returns Comparison

Compare SBI Retirement Benefit Fund-Aggressive Plan with any MF, ETF, stock or index
Compare SBI Retirement Benefit Fund-Aggressive Plan with any MF, ETF, stock or index
SBI Retirement Benefit Fund-Aggressive Plan
Hmm, looks like data is unavailable here. Please come back after some time
Loading...

SBI Retirement Benefit Fund-Aggressive Plan Portfolio

What are constituents?

What are constituents?

Mutual fund constituents are the various stocks, bonds, and other securities held within a fund. The size and mix of holdings depend on the category or type of fund. The holding analysis can give valuable understanding regarding the diversification of the fund.

SBI Retirement Benefit Fund-Aggressive Plan Asset Allocation

SBI Retirement Benefit Fund-Aggressive Plan Asset Allocation

Actual

Target

Sep 2024

Dec 2024

Mar 2025

May 2025

ACTUAL
Government SecuritiesCorporate DebtCash & EquivalentsEquity0.04%0.36%1.82%97.79%

Sep 2024

Dec 2024

Mar 2025

May 2025

Tickertape Separator

SBI Retirement Benefit Fund-Aggressive Plan Sector Distribution

SBI Retirement Benefit Fund-Aggressive Plan Sector Distribution

+25 moreOil & Gas - Refining & MarketingConstruction & EngineeringAuto PartsIT Services & ConsultingPrivate Banks45.38 %6.04 %8.26 %9.24 %10.09 %20.99 %

Sep 2024

Dec 2024

Mar 2025

May 2025

Tickertape Separator

SBI Retirement Benefit Fund-Aggressive Plan Sector Weightage

SBI Retirement Benefit Fund-Aggressive Plan Sector Weightage

Mar 24May 24Sep 24Dec 24Mar 25May 2516.99%18.12%0.00%0.00%21.51%20.99%
Private Banks as a % of total holdings for last six quarters
Tickertape Separator

SBI Retirement Benefit Fund-Aggressive Plan Current Holdings

SBI Retirement Benefit Fund-Aggressive Plan Current Holdings

Equity

Debt

Others

  • Constituent
    Holding Weight
    3M Change

AMC Profile of SBI Retirement Benefit Fund-Aggressive Plan

AMC Profile of SBI Retirement Benefit Fund-Aggressive Plan

With 30 years of rich experience in fund management, SBI Funds Management Ltd. (SBIFML) bring forward their expertise by consistently delivering value to their investors. They have a strong and proud lineage that traces back to the State Bank of India (SBI) - India's largest bank. They are a Joint Venture between SBI and AMUNDI (France), one of the world's leading fund management companies., SBI currently holds 63% stake in SBIFMPL. They have been actively managing their investor's assets not only through our investment expertise in domestic mutual funds, but also offshore funds and portfolio management advisory services for institutional investors.

With 30 years of rich experience in fund management, SBI Funds Management Ltd. (SBIFML) bring forward their expertise by consistently delivering value to their investors. They have a strong and proud lineage that traces back to the State Bank of India (SBI) - India's largest bank. They are a Joint Venture between SBI and AMUNDI (France), one of the world's leading fund management companies., SBI currently holds 63% stake in SBIFMPL. They have been actively managing their investor's assets not only through our investment expertise in domestic mutual funds, but also offshore funds and portfolio management advisory services for institutional investors.

  • No.of Schemes

    107

  • Total AUM

    ₹ 7,89,646.71 Cr.

SBI Retirement Benefit Fund-Aggressive Plan Manager Details

SBI Retirement Benefit Fund-Aggressive Plan Manager Details

SBI Retirement Benefit Fund-Aggressive Plan Manager Profile

SBI Retirement Benefit Fund-Aggressive Plan Manager Profile

Rohit Shimpi

AUM:  ₹25,768.22 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

Ardhendu Bhattacharya

AUM:  ₹33,019.61 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp:

SBI Retirement Benefit Fund-Aggressive Plan Manager Performance (0)

SBI Retirement Benefit Fund-Aggressive Plan Manager Performance (0)

Loading...

SBI Retirement Benefit Fund-Aggressive Plan Tax Implications

SBI Retirement Benefit Fund-Aggressive Plan Tax Implications

Invested period < 2 years

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments before 1st April 2023)

Gains are treated as long-term capital gains and taxed at 12.5%

Invested period > 2 years(Investments from 1st April 2023 redeemed till 31st March 2025)

Gains are added to taxable income and taxed according to the individual’s income tax slab

Invested period > 2 years(Investments from 1st April 2023 redeemed after 31st March 2025)

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.
Annual Income
As per the tax implications, in some cases, tax on MF returns depends on your annual income slab

+

-
Returns can't be withdrawn/realised during the lock-in period. Tax is only applicable on realised gains.

You make

(unrealised)

SBI Retirement Benefit Fund-Aggressive Plan Review & Opinions

SBI Retirement Benefit Fund-Aggressive Plan Review & Opinions

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.
Hmm, looks like data is unavailable here. Please come back after some time.

SBI Retirement Benefit Fund-Aggressive Plan FAQs

SBI Retirement Benefit Fund-Aggressive Plan FAQs

  1. 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 2025

  2. What 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

  3. 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%

  4. 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%

  5. 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%

  6. 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 -
    1. Log in to smallcase
    2. Search and select the SBI Retirement Benefit Fund-Aggressive Plan
    3. Complete filling your details and KYC
    4. Enter the Amount and type of investment (SIP or Lumpsum)
    5. And Voila! your SIP or Lumpsump investment in SBI Retirement Benefit Fund-Aggressive Plan is completed
    6. You can also calculate the returns on your investment based on our smallcase Lumpsum & SIP Calculator.

  7. 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 2025

  8. What is the expense ratio of SBI Retirement Benefit Fund-Aggressive Plan Plan?

    The expense ratio of SBI Retirement Benefit Fund-Aggressive Plan Plan is 0.86

  9. How 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.

  10. 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

  11. What 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.

  12. 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.

  13. 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.

  14. 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.

  15. 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/A

  16. 1. 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 2025

  17. 5. 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