How would I know how much return will I get?

Return on mutual fund depends upon on several factors such as objective, risk-tolerance, period of investment and lastly the type of fund invested in. You can also use the mutual fund calculator tool provided on MYSIPONLINE.

Which mutual fund is tax free?

Every mutual fund is taxable except ELSS funds that allows investors to claim the deduction of 80c while filling returns in the income tax. That helps in saving some taxes depending upon the amount of money claimed in the sec 80c.

What is the difference between yield and return in mutual funds?

Yield is the amount that dividend money earns during a time period, usually reflected as a percentage. Return is the gain value of how much an investment earns or loses over time, reflected for different holding period of investments.

SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) - Return Analysis

Q: How are the returns of SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)?

Returns of SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) • 6 month - -5.99% • 1 year - 6.28% • 3 year - 10.88% • 5 year - 12.96%

Quick Review of Returns

5Y Scheme Return:
12.96%

5Y SIP Return:
5.6%

Trailing Returns

*All Returns are Absolute

Period	1W	1M	3M	6M
This Fund	5.46%	-1.74%	-7.01%	-5.99%
Category Average	-1.07%	-4.65%	-5.87%	-3.67%
Benchmark Returns	-2.00%	-8.21%	-9.82%	-6.47%

As of April 08, 2026

Rolling Returns

View full Rolling Returns

Value of ₹ 50,000 as Lumpsum investment

*All Returns are Annualized

Period	1Y	2Y	3Y	5Y
This Fund	00	00	00	00
Category Average	00	00	00	00
Benchmark Returns	00	00	00	00

Rolling Returns - Dummy Analysis

*The rolling returns of SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW) are fake and for real login.

Return Consistency Score

The consistency score is calculated by measuring how often the fund delivers better rolling returns than the benchmark over the same time periods.

100/100

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As of April 04, 2026

SIP Returns

As of April 05, 2026

Value of ₹ 5,000 monthly SIP investment

*All Returns are Annualized

Period	1Y	2Y	3Y	5Y
This Fund	₹60,000-19.70%	₹120,000-8.99%	₹180,000-1.58%	₹346,8995.60%
Category Average	₹61,3073.97%	₹133,2239.92%	₹218,45412.26%	₹428,40413.37%
Benchmark Returns	₹60,3721.14%	₹125,9494.62%	₹230,83715.65%	₹429,83913.49%

Monthly SIP

One Time

SIP Amount

₹

Monthly SIP Date

SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)

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Everything You Need To Know To Get Started With Confidence

When you invest in mutual funds, you can earn in two different ways - through dividends and capital gains. The funds that were invested in stocks provide dividends based on their market earnings.