SBI Retirement Benefit Fund - Aggressive Plan - Regular Dividend Payout

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Multi Cap NAV 12.6537 -0.37 24 September, 2021
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SBI Retirement Benefit Fund - Aggressive Plan - Regular Dividend Payout was previously known as

Fund Details

Category Multi Cap
Fund Type Open Ended
Investment Plan Dividend
Launch Date 10 February, 2021
Benchmark S&P BSE 500 TRI
Asset Size(Cr) 575 (As on Aug 31, 2021)
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load
Expense Ratio 2.62% (As on Aug 2021)
Fund Manager Mr. Gaurav Mehta – for equity portion Mr. Dinesh Ahuja – for debt portion Mr. Mohit Jain is the dedicated fund manager for managing overseas investments

Investment Returns (As on 24 Sep, 2021)

  • 3 Month 12.46%
  • 6 Month 28.62%
  • 1 Year -
  • 3 Year -
  • 5 Year -
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Disclaimer: Above returns are calculated on the basis of historical NAV movement for the selected period. However, historical performance does not guarantee future returns. Investors must take investment decisions based on his/her own requirements.

Peer Comparison

Fund Name 1 Yr Rtn. 3 Yr Rtn. 5 Yr Rtn.
SBI Retirement Benefit Fund - Aggressive Plan - Regular Dividend Payout % % %
SBI Flexicap Fund (G) 71.79% 18.84% 15.03%
Kotak Flexicap Fund (G) 60.12% 17.4% 14.69%
Nippon India Multi Cap Fund (G) 91.52% 17.04% 13.71%

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