SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular-IDCW
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Hybrid, Aggressive Hybrid, Principal at very high risk
1 Year Return 7.81% at 05 Feb 2026 10:10 AM
Fund Details
NAV 19.2693
Sub-Type Aggressive Hybrid
Rating 2
Min. SIP Amount ₹500.0
Fund Age(Year) 4.99
Fund Size(in Crores) 1696.69
Fund Performance
1 Month -1.57%
3 Month 0.02%
6 Month 3.68%
1 Year 7.81%
3 Year 12.99%
5 Year 0.0%
Know This Fund
As on 05 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (78.88%) Market Cap Small Cap 18.52 Large Cap 45.16 Mid Cap 15.2 Top Sectors Financial 22.1 Automobile 8.31 Capital Goods 6.73 Materials 5.83 Construction 5.77 Energy 5.66 Technology 5.41 Metals & Mining 4.27 Services 4.11 Healthcare 3.47 Consumer Staples 2.76 Chemicals 2.14 Consumer Discretionary 1.6 Textiles 0.72 Top Holding Asian Paints 1.35 Infosys 3.04 Hindalco Industries 1.62 Timken India 1.49 Hawkins Cookers 0.68 Grindwell Norton 0.97 Honeywell Automation India 0.89 Oberoi Realty 0.85 Reliance Industries 4.81 Bajaj Finserv 1.31 L&T Technology Services 1.37 State Bank of India 2.77 FSN E-Commerce Ventures 1 Bajaj Finance 1.8 ABB India 0.61 Kotak Mahindra Bank 2.17 ZF Commercial 1.43 TVS Motor Company 1.53 The Indian Hotels Company 1.13 Godrej Properties 0.83 Urban Company (UrbanClap) 1.97 Sona BLW Precision Forgings 0.85 Torrent Power 0.85 Esab India 0.97 Endurance Technologies 1.05 Maruti Suzuki India 3.43 TVS Motor Company - Pref. Shares 0.02 Brigade Hotel Ventures 0.61 LTIMindtree 1 Kajaria Ceramics 0.8 HDFC Bank 6.8 Navin Fluorine International 1.12 Nuvoco Vistas Corporation 0.41 ICICI Bank 4.39 Pitti Engineering 0.56 DLF 0.83 Berger Paints India 0.95 Page Industries 0.72 Divi's Laboratories 1.09 Thermax 0.81 Axis Bank 2.18 Carborundum Universal 0.55 Pidilite Industries 1.02 Schaeffler India 1.4 Abbott India 1.51 Balrampur Chini Mills 0.79 Dr. Lal Pathlabs 0.87 HDB Financial Services 0.68 Larsen & Toubro 3.26 Ultratech Cement 2.32 Voltas 0.92 AIA Engineering 1.13 Jubilant FoodWorks 1.37
Debt & Others (21.119999999999997%) Sector Allocation Net Receivables 0.12 Debenture 0.31 Repo 1.77 Debt Credit Ratings SOV 7.55 Cash & Call Money 1.89 AAA 0.31 Debt Category GOI 4.62 Nexus Select Trust 1.98 Cube Highways Trust 2.13 Tamilnadu State 2.93
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-Growth Ret 1M -2.04% Ret 1Y 9.82% Ret 3Y 14.05% Ret 5Y 11.68%
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Ret 1M -2.04% Ret 1Y 9.82% Ret 3Y 14.05% Ret 5Y 11.68%
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Payout Ret 1M -2.04% Ret 1Y 9.82% Ret 3Y 14.05% Ret 5Y 11.68%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-Growth Ret 1M -1.22% Ret 1Y 8.47% Ret 3Y 14.8% Ret 5Y 11.61%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Ret 1M -1.22% Ret 1Y 8.47% Ret 3Y 14.8% Ret 5Y 11.61%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Reinvestment Ret 1M -1.22% Ret 1Y 8.47% Ret 3Y 14.8% Ret 5Y 11.61%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-Growth Ret 1M -1.28% Ret 1Y 8.4% Ret 3Y 14.04% Ret 5Y 9.36%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Ret 1M -1.28% Ret 1Y 8.4% Ret 3Y 14.04% Ret 5Y 9.36%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Reinvestment Ret 1M -1.28% Ret 1Y 8.4% Ret 3Y 14.04% Ret 5Y 9.36%
Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-Growth Ret 1M -2.07% Ret 1Y 6.14% Ret 3Y 12.04% Ret 5Y 9.39%
Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-IDCW Monthly Payout Ret 1M -2.07% Ret 1Y 6.14% Ret 3Y 12.04% Ret 5Y 9.39%
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
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
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.
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) 13
Date of Incorporation 2021-02-10
Total AUM 2025-12-31
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.
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