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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 Mid Cap Fund Regular-Growth Ret 1M 0.42% Ret 1Y 18.07% Ret 3Y 20.76% Ret 5Y 18.04%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Ret 1M 0.42% Ret 1Y 18.07% Ret 3Y 20.76% Ret 5Y 18.04%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Reinvestment Ret 1M 0.42% Ret 1Y 18.07% Ret 3Y 20.76% Ret 5Y 18.04%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-Growth Ret 1M 0.35% Ret 1Y 19.21% Ret 3Y 23.48% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Ret 1M 0.35% Ret 1Y 19.21% Ret 3Y 23.48% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Reinvestment Ret 1M 0.35% Ret 1Y 19.21% Ret 3Y 23.48% Ret 5Y 0%
Equity, Flexi Cap funds Axis Midcap Fund Regular-Growth Ret 1M 2.46% Ret 1Y 17.09% Ret 3Y 19.49% Ret 5Y 15.94%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Payout Ret 1M 2.46% Ret 1Y 17.09% Ret 3Y 19.49% Ret 5Y 15.94%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Reinvestment Ret 1M 2.46% Ret 1Y 17.09% Ret 3Y 19.49% Ret 5Y 15.94%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-Growth Ret 1M -0.53% Ret 1Y 21.24% Ret 3Y 24.48% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-IDCW Payout Ret 1M -0.53% Ret 1Y 21.24% Ret 3Y 24.48% Ret 5Y 0%
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 (99.6%) Market Cap Small Cap 22.92 Mid Cap 60.6 Large Cap 16.08 Top Sectors Financial 30.2 Services 22.37 Healthcare 18.21 Construction 7.94 Technology 4.56 Materials 3.43 Insurance 3.24 Capital Goods 2.41 Consumer Discretionary 2.33 Communication 1.39 Metals & Mining 1.39 Consumer Staples 1.07 Automobile 1.06 Top Holding The Phoenix Mills 1.6 Sonata Software 0.47 Carborundum Universal 0.48 Global Health 3.39 Craftsman Automation 1.06 Vishal Mega Mart 1.5 HDB Financial Services 0.95 Max Financial Services 3.96 Trent 2.7 Coforge 0.95 Dixon Technologies (India) 1.61 JK Cement 3.43 BSE 4.22 Sai Life Sciences 2.78 The Federal Bank 6.38 Prestige Estates Projects 5.16 Go Digit General Insurance 0.75 Amber Enterprises India 2.33 CORONA Remedies 1.03 Eternal 1.44 Krishna Institute 1.16 Hexaware Technologies 3.14 Apar Industries 1.07 HDFC AMC 2.64 Innova Captab 0.6 L&T Fin 4.8 Dr. Agarwal's Health Care 0.97 Cholamandalam Financial 1.8 Max Healthcare Institute 4.54 Swiggy 4.6 Sobha 0.67 AU Small Finance Bank 5.8 WeWork India Management 0.49 FSN E-Commerce Ventures 2.37 Grindwell Norton 0.27 Max Estates 0.51 ICICI Lombard Gen. Insurance 2.49 Timken India 0.8 Bansal Wire Industries 0.64 Interglobe Aviation 3.72 Cholamandalam Investment and Finance Company 1.36 Aditya Infotech 1.39 Indusind Bank 2.51 Ethos 1.33 Glenmark Pharmaceuticals 3.74
Debt & Others (0.4%) Sector Allocation Net Payables -0.36 Repo 0.76 Debt Credit Ratings Debt Category Others 0.4
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