SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular - Growth
SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular - Growth: Mutual Fund Overview
SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular - Growth is an Aggressive Hybrid mutual fund with over 5.11 years of performance history. The scheme manages an AUM of ₹1640.12 Cr and has a NAV of ₹17.1947. It is rated '3' stars by analysts. Investors can begin a SIP with as little as ₹500.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of -1.58%.
Hybrid, Aggressive Hybrid, Principal at very high risk
1 Year Return -1.58% at 24 Mar 2026 04:30 PM
Fund Details
NAV 17.1947
Sub-Type Aggressive Hybrid
Rating 3
Min. SIP Amount ₹500.0
Fund Age(Year) 5.11
Fund Size(in Crores) 1640.12
Fund Performance
1 Month -11.0%
3 Month -11.59%
6 Month -10.0%
1 Year -1.58%
3 Year 9.68%
5 Year 11.52%
Know This Fund
As on 24 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (79.53%) Market Cap Mid Cap 13.93 Large Cap 47.52 Small Cap 18.08 Top Sectors Financial 22.89 Automobile 8.44 Capital Goods 7.43 Construction 5.83 Materials 5.73 Energy 5.47 Metals & Mining 4.41 Technology 4.4 Services 3.99 Healthcare 3.41 Consumer Staples 2.51 Chemicals 2.28 Consumer Discretionary 1.09 Insurance 0.98 Textiles 0.67 Top Holding Kajaria Ceramics 0.82 HDB Financial Services 0.64 Godrej Properties 0.74 Honeywell Automation India 0.87 Infosys 2.53 TVS Motor Company 1.65 Thermax 0.86 Torrent Power 1.05 ABB India 0.74 Asian Paints 1.2 HDFC Bank 6.3 Oberoi Realty 0.8 Voltas 1.09 Hindalco Industries 1.75 Pidilite Industries 1.06 Nuvoco Vistas Corporation 0.3 Carborundum Universal 0.55 Berger Paints India 0.83 Page Industries 0.67 Navin Fluorine International 1.22 ZF Commercial 1.51 Reliance Industries 4.42 Grindwell Norton 1.06 Sona BLW Precision Forgings 0.98 Endurance Technologies 1.12 Ultratech Cement 2.58 Dr. Lal Pathlabs 0.85 ICICI Bank 4.67 Abbott India 1.43 Maruti Suzuki India 3.16 Balrampur Chini Mills 0.86 The Indian Hotels Company 1.06 Timken India 1.78 Kotak Mahindra Bank 2.11 DLF 0.75 Pitti Engineering 0.64 State Bank of India 3.51 L&T Technology Services 1.11 Schaeffler India 1.63 Divi's Laboratories 1.13 AIA Engineering 1.05 FSN E-Commerce Ventures 1.04 Brigade Hotel Ventures 0.57 TVS Motor Company - Pref. Shares 0.02 ICICI Prudential 0.98 Urban Company (UrbanClap) 1.65 Jubilant FoodWorks 1.32 Bajaj Finance 1.88 Esab India 0.91 Bajaj Finserv 1.32 Larsen & Toubro 3.54 Axis Bank 2.46 LTIMindtree 0.76
Debt & Others (20.47%) Sector Allocation Infrastructure Investment Trust 4.68 GOI Securities 4.76 Repo 4.02 Debt Credit Ratings SOV 4.76 Cash & Call Money 4.14 A1+ 1.52 AAA 0.32 Debt Category Punjab National Bank 1.52 GOI 4.76 National Highways Infra Trust 2.46 Housing & Urban Dev Corp 0.32
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-Growth Ret 1M -6.67% Ret 1Y 2.71% Ret 3Y 11.97% Ret 5Y 10.1%
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Ret 1M -6.67% Ret 1Y 2.71% Ret 3Y 11.97% Ret 5Y 10.1%
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Payout Ret 1M -6.67% Ret 1Y 2.71% Ret 3Y 11.97% Ret 5Y 10.1%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-Growth Ret 1M -9.9% Ret 1Y -1.03% Ret 3Y 11.49% Ret 5Y 8.86%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Ret 1M -9.9% Ret 1Y -1.03% Ret 3Y 11.49% Ret 5Y 8.86%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Reinvestment Ret 1M -9.9% Ret 1Y -1.03% Ret 3Y 11.49% Ret 5Y 8.86%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-Growth Ret 1M -8.88% Ret 1Y 0.62% Ret 3Y 12.18% Ret 5Y 7.54%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Ret 1M -8.88% Ret 1Y 0.62% Ret 3Y 12.18% Ret 5Y 7.54%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Reinvestment Ret 1M -8.88% Ret 1Y 0.62% Ret 3Y 12.18% Ret 5Y 7.54%
Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-Growth Ret 1M -8.36% Ret 1Y -1.28% Ret 3Y 10.24% Ret 5Y 7.76%
Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-IDCW Monthly Payout Ret 1M -8.36% Ret 1Y -1.28% Ret 3Y 10.24% Ret 5Y 7.76%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.09%
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) 33
Date of Incorporation 2021-02-10
Total AUM 1268212.63
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.
Take Your Next Step
SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular - Growth FAQs
How to invest in SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular - Growth?
Investing in SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular - Growth through Motilal Oswal is simple and completely online. You just need to follow the step-by-step process below to get started in a few minutes.
- Log in to your Motilal Oswal account via the app or website
- Go to the Mutual Funds section
- Search for SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular - Growth in the search bar
- Select your preferred investment mode – Lumpsum or SIP
- Enter investment details such as amount and linked bank account
- Complete your KYC, if not already done
- Review and confirm details including fund name, plan type, amount, and bank account
- Make the payment using Net Banking, UPI, or other available options
- Receive transaction confirmation via email or SMS
What is the expense ratio of SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular - Growth?
The term expense ratio for SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular - Growth or any other mutual fund is the annual fee charged by the fund house for managing your investment scheme. The expense ratio of SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular - Growth is 2.09% as of 24 Mar 2026.
What is the NAV of SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular - Growth?
The NAV of SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular - Growth is ₹17.1947 as of 24 Mar 2026.
What is the AUM of SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular - Growth?
The AUM (Assets Under Management) of SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular - Growth is the total value of assets managed by the fund at a given time, which is updated regularly. The AUM of SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular - Growth is ₹1640.12 Cr as of 24 Mar 2026.
What is the PE and PB ratio of SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular - Growth?
The PE ratio of SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular - Growth shows how much investors are paying for the fund's underlying earnings, while the PB ratio indicates how the fund's holdings are valued compared to their book value.
Can I invest in SIP and Lump Sum in SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular - Growth?
Yes, you can invest in SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular - Growth through both SIP (Systematic Investment Plan) and lump sum options, depending on your investment preference and financial goals.
What is the return of SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular - Growth in the last 5 years?
The return of SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular - Growth in the last 5 years is 11.52%.
What is the minimum SIP investment required in SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular - Growth?
The minimum SIP investment in SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular - Growth depends on the fund's scheme rules and usually starts at a small amount. For SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular - Growth, the minimum SIP amount is ₹500.0.
What is the current NAV of SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular - Growth?
The NAV of SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular - Growth, as of 24 Mar 2026, is ₹17.1947.
Who manages the SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular - Growth?
The fund managers responsible for SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular - Growth are:
- Rohit Shimpi
- Ardhendu Bhattacharya
- Pradeep Kesavan