SBI Retirement Benefit Fund - Aggressive Plan - Regular Growth

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Multi Cap NAV 13.3860 1.02 18 October, 2021
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SBI Retirement Benefit Fund - Aggressive Plan - Regular Growth was previously known as

Fund Details

Category Multi Cap
Fund Type Open Ended
Investment Plan Growth
Launch Date 10 February, 2021
Benchmark S&P BSE 500 TRI
Asset Size(Cr) 615 (As on Sept 30, 2021)
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load
Expense Ratio 2.4% (As on Sept 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 18 Oct, 2021)

  • 3 Month 15.19%
  • 6 Month 31.58%
  • 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 Growth % % %
SBI Flexicap Fund (G) 68.11% 22.37% 15.87%
Nippon India Multi Cap Fund (G) 90.89% 20.77% 14.91%
Kotak Flexicap Fund (G) 52.42% 20.45% 15.35%

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