SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular - Growth
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Hybrid, Aggressive Hybrid, Principal at very high risk
1 Year Return 6.69% at 23 Dec 2025 09:47 AM
Fund Details
NAV 19.455
Sub-Type Aggressive Hybrid
Rating 3
Min. SIP Amount ₹500.0
Fund Age(Year) 4.87
Fund Size(in Crores) 1695.34
Fund Performance
1 Month 0.5%
3 Month 1.61%
6 Month 4.13%
1 Year 6.69%
3 Year 13.34%
5 Year 0.0%
Know This Fund
As on 23 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (94.63%) Market Cap Large Cap 56.15 Small Cap 16.26 Mid Cap 22.22 Top Sectors Financial 74.51 Insurance 9.28 Services 7.79 Unclassified 2.16 Technology 0.89 Top Holding Seshaasai Technologies 0.72 Bank of Baroda 2.81 Kotak Mahindra Bank 4.06 ICICI Bank 13.88 Nippon Life India Asset Management 2.94 Mahindra & Mahindra Financial Services 0.74 HDB Financial Services 1.04 PNB Housing Finance 1.95 Canara HSBC Life Insurance Company 2.26 Ujjivan Small Finance Bank 2.67 Niva Bupa Health Insurance Company 0.98 Bank of Maharashtra 0.72 Max Financial Services 2.92 Prudent Corporate Advisory Services 1.27 Life Insurance 0.48 Axis Bank 7.87 Tata Capital 1.03 Power Fin. Corp. 0 Canara Robeco Asset Management Company 2.16 Cholamandalam Investment and Finance Company 2.66 ICICI Lombard Gen. Insurance 0.79 Aditya Birla Capital 3.27 Angel One 1.54 State Bank of India 6.96 MCX 4.23 CSB Bank 0.88 Karur Vysya Bank 0.94 Bajaj Finance 5.31 PB Fintech 2.84 Bajaj Finserv 1.67 L&T Fin 2.73 HDFC Bank 4.65 Zaggle Prepaid Ocean Services 0.89 SBI Life Insurance Company 4.77
Debt & Others (5.37%) Sector Allocation Reverse Repo 5.49 Net Payables -0.12 Debt Credit Ratings Debt Category Others 5.37
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-Growth Ret 1M -0.51% Ret 1Y 7.9% Ret 3Y 14.05% Ret 5Y 12.54%
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Ret 1M -0.51% Ret 1Y 7.9% Ret 3Y 14.05% Ret 5Y 12.54%
Equity, Flexi Cap funds Aditya Birla Sun Life Aggressive Hybrid Omni FoF Regular-IDCW Quarterly Payout Ret 1M -0.51% Ret 1Y 7.9% Ret 3Y 14.05% Ret 5Y 12.54%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-Growth Ret 1M 0.52% Ret 1Y 7.56% Ret 3Y 14.52% Ret 5Y 13.61%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Ret 1M 0.52% Ret 1Y 7.56% Ret 3Y 14.52% Ret 5Y 13.61%
Equity, Flexi Cap funds Aditya Birla Sun Life Equity Hybrid '95 Fund Regular-IDCW Reinvestment Ret 1M 0.52% Ret 1Y 7.56% Ret 3Y 14.52% Ret 5Y 13.61%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-Growth Ret 1M 0.35% Ret 1Y 5.3% Ret 3Y 13.68% Ret 5Y 11.06%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Ret 1M 0.35% Ret 1Y 5.3% Ret 3Y 13.68% Ret 5Y 11.06%
Equity, Flexi Cap funds Aditya Birla Sun Life Retirement Fund - The 40s Plan Regular-IDCW Reinvestment Ret 1M 0.35% Ret 1Y 5.3% Ret 3Y 13.68% Ret 5Y 11.06%
Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-Growth Ret 1M -0.09% Ret 1Y 6.02% Ret 3Y 11.61% Ret 5Y 10.82%
Equity, Flexi Cap funds Axis Aggressive Hybrid Fund Regular-IDCW Monthly Payout Ret 1M -0.09% Ret 1Y 6.02% Ret 3Y 11.61% Ret 5Y 10.82%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 2.06%
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
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.
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.
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) 10
Date of Incorporation 2021-02-10
Total AUM 2025-11-30
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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