SBI Retirement Benefit Fund Aggressive Plan - Regular Plan Growth
SBI Funds Management Private Limited
₹19.27 (+0.62%)
NAV as of 9 Oct 2026
Minimum Investment: ₹5,000
Return
-4.34% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 1.93%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹5,000
- Category
- Retirement
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹1,027
Invested ₹1,000
▲+2.67%1 year
₹957
Invested ₹1,000
▼-4.34%3 years
₹1,065
Invested ₹1,000
▲+6.48%5 years
₹1,084
Invested ₹1,000
▲+8.42%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
- Very HighThis fund
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | — |
|---|---|
| Secondary Index Name | — |
| Index Name | BSE 500 India TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | -4.34% | +6.48% | +8.42% | — |
| Cumulative returns (%) | -4.34% | +20.74% | +49.79% | — |
Fund Manager
| Manager | Ardhendu Bhattacharya |
|---|---|
| Role | Manager |
| Manager Tenure | 5.34 yrs |
About Fund
| Date of Incorporation | 17 Feb 2021 |
|---|---|
| Fund House | SBI Funds Management Private Limited |
| Custodian | SBI-SG Global Securities Services Private Limited |
| Registrar / Transfer Agent | SBI Funds Management Ltd |
| Address | “B Wing”, “Jeevan Seva” Annexe Bldg.,Ground Floor, S.V. Road,Santacruz (W),,Mumbai – 400054 |
Top Holdings
| Company | Weightage (%) |
|---|---|
| ICICI Bank Ltd | 5.86% |
| HDFC Bank Ltd | 5.80% |
| Reliance Industries Ltd | 5.42% |
| Larsen & Toubro Ltd | 3.93% |
| State Bank of India | 3.77% |
| Maruti Suzuki India Ltd | 3.16% |
| Kotak Mahindra Bank Ltd | 2.73% |
| Axis Bank Ltd | 2.67% |
| Tata Consultancy Services Ltd | 2.57% |
| Infosys Ltd | 2.55% |
| UltraTech Cement Ltd | 2.55% |
| Kotak Mahindra Bank Ltd | 2.54% |
| Hindalco Industries Ltd | 2.52% |
| Urban Co Ltd | 2.40% |
| Bajaj Finance Ltd | 2.33% |
Investment Strategy
The investment objective of the scheme is to provide a comprehensive retirement saving solution that serves the variable needs of the investors through long term diversified investments in major asset classes. However, there can be no assurance that the investment objective of the Scheme will be realized.
Long term capital appreciation
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.