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SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular - Growth
Hybrid, Aggressive Hybrid, Principal at very high risk
1 Year Return 11.96%
Fund Details
NAV 19.2689
Sub-Type Aggressive Hybrid
Rating 2
Min. SIP Amount 500.0
Fund Age(Year) 5.02
Fund Size 1657.61
Fund Performance
1 Month 0.49%
3 Month -0.78%
6 Month 4.05%
1 Year 11.96%
3 Year 12.77%
5 Year 13.74%
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-Growth Ret 1M 0.14% Ret 1Y 12.38% Ret 3Y 14.05% Ret 5Y 11.28%
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Ret 1M 0.14% Ret 1Y 12.38% Ret 3Y 14.05% Ret 5Y 11.28%
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Payout Ret 1M 0.14% Ret 1Y 12.38% Ret 3Y 14.05% Ret 5Y 11.28%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-Growth Ret 1M 0.24% Ret 1Y 12.54% Ret 3Y 14.5% Ret 5Y 11.09%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Ret 1M 0.24% Ret 1Y 12.54% Ret 3Y 14.5% Ret 5Y 11.09%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Reinvestment Ret 1M 0.24% Ret 1Y 12.54% Ret 3Y 14.5% Ret 5Y 11.09%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-Growth Ret 1M 0.59% Ret 1Y 13.08% Ret 3Y 14.37% Ret 5Y 9.08%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Ret 1M 0.59% Ret 1Y 13.08% Ret 3Y 14.37% Ret 5Y 9.08%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Reinvestment Ret 1M 0.59% Ret 1Y 13.08% Ret 3Y 14.37% Ret 5Y 9.08%
Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-Growth Ret 1M 0.57% Ret 1Y 10.56% Ret 3Y 11.77% Ret 5Y 9.07%
Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-IDCW Monthly Payout Ret 1M 0.57% Ret 1Y 10.56% Ret 3Y 11.77% Ret 5Y 9.07%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.05%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Rohit Shimpi
Education Mr. Shimpi is a B. Com., PGDBM (Finance), CFA.
Experience Prior to joining SBI Mutual Fund, he has worked with CNBC TV18, JP Morgans offshore research centre and HDFC Standard Life Insurance.
Ardhendu Bhattacharya
Education Mr. Bhattacharya is a MBA (Marketing) and Bachelor of Engineering.
Experience Prior to joining SBI Mutual Fund, he has worked with ICICI Bank and Citibank.
Pradeep Kesavan
Education Mr. Kesavan has done B.Com, MBA (Finance) and CFA
Experience Prior to joining SBI MF, he has worked with Elara Capital, Accenture Strategy, Morgan Stanley and 3i Infotech
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk%
AMC and Fund details
Rank (total sets) 21
Date of Incorporation 2021-02-10
Total AUM 2026-01-31
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Know This Fund
As on 18 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (78.51%) Market Cap Mid Cap 14.27 Large Cap 47.16 Small Cap 17.08 Top Sectors Financial 22.31 Automobile 8.03 Capital Goods 6.67 Materials 5.8 Construction 5.45 Technology 5.34 Energy 5.3 Metals & Mining 4.43 Services 3.79 Healthcare 3.37 Consumer Staples 2.64 Chemicals 2.19 Consumer Discretionary 1.57 Insurance 0.94 Textiles 0.68 Top Holding Kajaria Ceramics 0.77 HDB Financial Services 0.64 Godrej Properties 0.67 Honeywell Automation India 0.93 Infosys 3.16 TVS Motor Company 1.55 Torrent Power 0.92 Thermax 0.79 ABB India 0.67 Asian Paints 1.22 HDFC Bank 6.53 Oberoi Realty 0.77 Voltas 0.92 Hindalco Industries 1.8 Pidilite Industries 1.01 Nuvoco Vistas Corporation 0.41 Carborundum Universal 0.52 Page Industries 0.68 Berger Paints India 0.84 ZF Commercial 1.48 Navin Fluorine International 1.18 Reliance Industries 4.38 Grindwell Norton 0.97 Endurance Technologies 1.01 Sona BLW Precision Forgings 0.9 Hawkins Cookers 0.65 Ultratech Cement 2.56 Dr. Lal Pathlabs 0.85 ICICI Bank 4.54 Abbott India 1.47 Maruti Suzuki India 3.07 Balrampur Chini Mills 0.76 The Indian Hotels Company 1.06 Timken India 1.49 Kotak Mahindra Bank 2.06 DLF 0.79 Pitti Engineering 0.54 State Bank of India 3.11 Schaeffler India 1.34 Divi's Laboratories 1.05 L&T Technology Services 1.17 AIA Engineering 1.14 FSN E-Commerce Ventures 0.92 Brigade Hotel Ventures 0.57 TVS Motor Company - Pref. Shares 0.02 ICICI Prudential 0.94 Urban Company (UrbanClap) 1.88 Jubilant FoodWorks 1.24 Bajaj Finance 1.74 Esab India 0.91 Bajaj Finserv 1.28 Larsen & Toubro 3.22 Axis Bank 2.41 LTIMindtree 1.01
Debt & Others (21.49%) Sector Allocation Infrastructure Investment Trust 4.57 GOI Securities 4.71 Repo 5.35 Debt Credit Ratings Cash & Call Money 5.38 SOV 4.71 A1+ 1.5 AAA 0.31 Debt Category Punjab National Bank 1.5 GOI 4.71 National Highways Infra Trust 2.37 Housing & Urban Dev Corp 0.31
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