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

Fund House: SBI Mutual Fund

Category: Retirement Fund

Status: Open Ended Schemes

Launch Date: 05-02-2021

Minimum Investment: 5000.0

Asset Class: Mixed Asset

Minimum Topup: 1000.0

Benchmark: CRISIL Hybrid 35+65 Aggressive Index

Total Assets: 1626.44 As on (30-09-2025)

Expense Ratio: 2.07% As on (29-09-2025)

Turn over: 81.00% | Exit Load:

NAV as on 29-10-2025

19.4432

0.0916

CAGR Since Inception

14.92%

CRISIL Hybrid 35+65 Aggressive Index 12.4%

PERFORMANCE

Scheme Performance  (%) 1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth 4.49 13.5 - - 14.92
Benchmark - - - - -
Retirement Fund 5.53 13.29 13.44 9.97 11.77

Funds Manager

Mr. Ardhendu Bhattacharya, Rohit Shimpi,

RETURNS CALCULATORS for SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount

Period

Start

End

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount

Start

PORTFOLIO ANALYSIS of SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth

Portfolio Holdings

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Sector Allocation

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PEER COMPARISION of SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth

Scheme Name Inception Date 1 Year Rtn (%) 2 Year Rtn (%) 3 Year Rtn (%) 5 Year Rtn (%) 10 Year Rtn (%)
SBI Retrmnt Benefit Aggr Hybrid Reg Gr 05-02-2021 4.49 14.08 13.5 0.0 0.0
ICICI Pru Retrmnt Pure Equity Gr 01-02-2019 13.11 29.85 24.73 28.5 0.0
ICICI Pru Retrmnt Hybrid Ag Gr 02-02-2019 10.83 25.44 20.99 21.21 0.0
ABSL Retrmnt The 40s Reg Gr 01-03-2019 8.34 17.34 14.32 13.41 0.0
ICICI Pru Retrmnt Hybrid Cons Gr 05-02-2019 8.26 11.88 11.08 9.15 0.0
PGIM India Retirement Fund Reg Gr 15-04-2024 6.32 0.0 0.0 0.0 0.0
ABSL Retrmnt The 30s Reg Gr 10-03-2019 6.31 19.87 15.92 15.41 0.0
ICICI Pru Retrmnt Pure Debt Gr 05-02-2019 6.24 6.83 6.48 5.06 0.0
ABSL Retrmnt The 50s Reg Gr 05-03-2019 6.07 9.54 8.7 5.75 0.0
Bandhan Retirement Fund Reg Gr 18-10-2023 6.01 14.25 0.0 0.0 0.0

Asset Allocation (%)

Key Performance and Risk Statistics of SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth 8.86 0.73 6.55 0.07 7.05 2.97
Retirement Fund - - - - - -