SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

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Retirement Fund NAV 16.1202 0 29 September, 2023

Fund Details

Category Retirement Fund
Fund Type Open Ended
Investment Plan Growth
Launch Date 10 February, 2021
Benchmark S&P BSE 500 TRI
Asset Size(Cr) 1364.934
Turn over 6%
Min Investment ₹ 5000
Min SIP Investment ₹ 500
Min Addl Investment ₹ 1000
Exit Load Nil
Expense Ratio 2.2
Fund Manager Dinesh Ahuja, Mohit Jain, Ardhendu Bhattacharya, Rohit Shimpi
Fund House SBI Mutual Fund

Investment Returns (As on 29 Sep, 2023)

Duration Returns Benchmark Category
1 W 1.8% 0.33% 1.24%
1 M 3.48% 1.68% 2.86%
3 M 1.85% 2.58% 2.34%
6 M 0.25% 5.48% 1.39%
1 Y 12.51% 7.16% 6.08%
2 Y 17.07% 5.04% 7.76%
3 Y - 5.69% 12.84%
5 Y - 8.07% 7.75%

Risk Mesasures (As on 29 Sep, 2023)

Std Dev Sharpe Beta Alpha
Fund 12.18
Benchmark 0 0 0 0
Returns Compare with Others
  • 1Y
  • 3Y
  • 5Y

Portfolio (As on 30 Jun, 2023)

Assets Allocation

Sector Holdings
Others 1.6%

Return Calculator

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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 Plan - Growth 12.51% 0% 0%
Tata Retirement Savings Fund - Progressive Plan -Regular Plan-Growth Option 3.84% 16.2% 7.29%
Franklin India Pension Plan-Growth 5.67% 9.27% 6.66%

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