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3 Year return

18.08%
Launched on January 2021 (4 years)

Investment Details

₹500

Minimum SIP Amount

₹5000

Minimum one time investment

No data found for this scheme

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Your Investment ₹3,00,000
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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹1566.8 Cr.

Expense Ratio

1.07% (inclusive of GST)

Exit Load

Nil

Ratings

ARQ Rating
0

Ratings by other agencies

0
0
0

Tax Implications

Withdrawal within 1 year:

20% tax on gains

Withdrawal after 1 year:

12.5% tax on gains above ₹1.25 lakh per financial year

Fund Holdings

Holdings
Top Holdings% of Asset
HDFC Bank Ltd7.65%
ICICI Bank Ltd5.26%
Reliance Industries Ltd4.85%
Infosys Ltd3.45%
Maruti Suzuki India Ltd3.17%
Others75.62%
Other Holdings% of Asset
Larsen & Toubro Ltd3.01%
UltraTech Cement Ltd2.58%
State Bank of India2.50%
Kotak Mahindra Bank Ltd2.45%
Tata Consultancy Services Ltd2.38%
National Highways Infra Trust2.32%
Axis Bank Ltd2.29%
Divis Laboratories Ltd2.22%
Cube Highways Trust2.17%
Embassy Office Parks REIT2.09%
Abbott India Ltd1.97%
Jubilant Foodworks Ltd1.97%
Nexus Select Trust1.86%
Hindalco Industries Ltd1.60%
Schaeffler India Ltd1.59%
HDFC Life Insurance Company Ltd1.48%
L&T Technology Services Ltd1.47%
Power Grid Corporation of India Ltd1.45%
Endurance Technologies Ltd1.38%
Timken India Ltd1.37%
ZF Commercial Vehicle Control System India Ltd1.36%
SBI Gold ETF1.24%
Kajaria Ceramics Ltd1.24%
TVS Motor Company Ltd1.24%
Cholamandalam Investment & Finance Company Ltd1.19%
Grindwell Norton Ltd1.17%
Balrampur Chini Mills Ltd1.10%
Honeywell Automation India Ltd1.05%
Page Industries Ltd1.03%
AIA Engineering Ltd1.01%
ICICI Lombard General Insurance Company Ltd0.97%
Sona BLW Precision Forgings Ltd0.96%
DLF Ltd0.92%
Dr Lal Pathlabs Ltd0.92%
LTIMindtree Ltd0.85%
Esab India Ltd0.84%
FSN E-Commerce Ventures Ltd0.83%
HDFC Asset Management Company Ltd0.78%
Hawkins Cookers Ltd0.76%
Carborundum Universal Ltd0.75%
ABB India Ltd0.73%
Pitti Engineering Ltd0.72%
Thermax Ltd0.68%
Chalet Hotels Ltd0.67%
Navin Fluorine International Ltd0.48%
Team Lease Services Ltd0.45%
Nuvoco Vistas Corporation Ltd0.42%
Housing & Urban Development Corporation Ltd0.35%

SBI Mutual Fund Managers

AB

Ardhendu Bhattacharya

Fund Manager since Jul 2021

Fund House Details

SBI Mutual Fund

SBI Mutual Fund Asset management company

AUM ₹1,076,363.82 Cr.
No. of Schemes 246
Setup Date June 1987

Peer Comparison

Comparison with other similar funds

Schemes by SBI Mutual Fund

List of mutual fund schemes by AMC

About SBI Retirement Benefit Fund Aggressive Hybrid Plan Direct Plan Growth

The SBI Retirement Benefit Fund Aggressive Hybrid Plan Direct Plan Growth is a fund by SBI Mutual Fund. This growth fund falls under the solution-oriented funds category for retirement. SBI Retirement Benefit Fund Aggressive Hybrid Plan Direct Plan Growth invests in asset classes with an aim to save for retirement. It is an open-ended fund, which gives the investor an opportunity to invest at any time. The expense ratio of SBI Retirement Benefit Fund Aggressive Hybrid Plan Direct Plan Growth is slightly higher than the category average.

Investment Objective of the Scheme

SBI Retirement Benefit Fund Aggressive Hybrid Plan Direct Plan Growth is a solution-oriented scheme that aims to generate capital appreciation by investing for the long term to help with retirement savings.

Key Features of The Fund

5-year return NA
Expense Ratio 1.07%
Fund Manager Ardhendu Bhattacharya
Fund Size ₹1566.8 Cr
Risk Profile Very High

Is This Scheme Right for Me?

The SBI Retirement Benefit Fund Aggressive Hybrid Plan Direct Plan Growth is a growth fund that aims for retirement savings solutions for investors. It is suitable for investors who are planning to invest in retirement savings, so if it's your investment objective and you are willing to take a moderate risk, you can understand the fund thoroughly and make a decision.

AMC Contact Details

Name SBI Mutual Fund
Launch Date June 1987
Addresss 9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051
Contact 1800 209 33331800 425 5425
Email customer.delight@sbimf.com
Website https://www.sbimf.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Diversify Your Portfolio and Manage Risk with SIPs in Mutual Funds

Mutual funds offer diversification by pooling your money with other investors and spreading it across various companies. SIPs in mutual funds allow you to benefit from this diversification while making regular investments. Use the SIP investment calculator to estimate the potential growth of your investment over your chosen time frame.

FAQs

What is today's NAV of SBI Retirement Benefit Fund Aggressive Hybrid?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of SBI Retirement Benefit Fund Aggressive Hybrid on Jul 02 2025, is ₹19.9825

What is the AUM of SBI Retirement Benefit Fund Aggressive Hybrid?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of SBI Retirement Benefit Fund Aggressive Hybrid, is ₹1566.8 crore.

What is the expense ratio of SBI Retirement Benefit Fund Aggressive Hybrid?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of SBI Retirement Benefit Fund Aggressive Hybrid is 1.07%

What are the returns of SBI Retirement Benefit Fund Aggressive Hybrid since inception?

The SBI Retirement Benefit Fund Aggressive Hybrid was launched on Jan 20 2021. The fund has delivered a CAGR of 17.07 since inception.

What is the minimum SIP amount to invest in SBI Retirement Benefit Fund Aggressive Hybrid?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for SBI Retirement Benefit Fund Aggressive Hybrid is ₹500.

How do I invest in SBI Retirement Benefit Fund Aggressive Hybrid?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in SBI Retirement Benefit Fund Aggressive Hybrid?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in SBI Retirement Benefit Fund Aggressive Hybrid?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in SBI Retirement Benefit Fund Aggressive Hybrid?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.

FAQs

What is today's NAV of SBI Retirement Benefit Fund Aggressive Hybrid?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of SBI Retirement Benefit Fund Aggressive Hybrid on Jul 02 2025, is ₹19.9825

What is the AUM of SBI Retirement Benefit Fund Aggressive Hybrid?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of SBI Retirement Benefit Fund Aggressive Hybrid, is ₹1566.8 crore.

What is the expense ratio of SBI Retirement Benefit Fund Aggressive Hybrid?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of SBI Retirement Benefit Fund Aggressive Hybrid is 1.07%

What are the returns of SBI Retirement Benefit Fund Aggressive Hybrid since inception?

The SBI Retirement Benefit Fund Aggressive Hybrid was launched on Jan 20 2021. The fund has delivered a CAGR of 17.07 since inception.

What is the minimum SIP amount to invest in SBI Retirement Benefit Fund Aggressive Hybrid?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for SBI Retirement Benefit Fund Aggressive Hybrid is ₹500.

How do I invest in SBI Retirement Benefit Fund Aggressive Hybrid?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in SBI Retirement Benefit Fund Aggressive Hybrid?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in SBI Retirement Benefit Fund Aggressive Hybrid?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in SBI Retirement Benefit Fund Aggressive Hybrid?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.