SBI Retirement Benefit Fund Aggressive Hybrid Plan Direct IDCW

Solution Oriented
Retirement
Very High Risk
5Y Lock In
1M
6M
1Y
All
NAV: 31 Mar 2023₹13.55
Min. SIP amountNot Supported
RatingNA
Fund size₹871.50Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Solution Oriented Retirement
Absolute returns
3M6M1YAll
Fund returns4.4%13.7%9.0%37.3%
Category averageNANA0.5%NA
Rank with in category8177NA
Understand terms

Holdings (47)

NameSectorInstrumentAssets
ICICI Bank Ltd.FinancialEquity5.4%
HDFC Bank Ltd.FinancialEquity5.4%
GOI
SovereignGOI Sec4.3%
GOI
SovereignGOI Sec4.0%
Infosys Ltd.TechnologyEquity3.8%
Housing Development Finance Corporation Ltd.FinancialEquity3.5%
National Highways Infra TrustConstructionEquity3.4%
Maruti Suzuki India Ltd.AutomobileEquity3.1%
The Indian Hotels Company Ltd.ServicesEquity2.9%
Ultratech Cement Ltd.ConstructionEquity2.8%
See All

Expense ratio, exit load and tax

Expense ratio: 1.20%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Fund management

Dinesh Ahuja
Jan 2021 - Present
View details

Education
Mr. Ahuja is a B.Com (H) and MMS (Finance).
Experience
Prior to joining SBI AMC he has worked with L&T Investment management Ltd., Reliance Asset Management Ltd and Reliance General insurance Company Ltd.
Also manages these schemes

Mohit Jain
Jan 2021 - Present
View details

Education
Mr. Jain is B.E (Engineering) & CFA (Level III candidate)
Experience
Prior to joining SBI Mutual Fund, he has worked with Crisil Ltd. as a Research Analyst.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
9th Floor-Crescenzo, C-38 & 39-G Block, Bandra-Kurla Complex,Bandra (East) Mumbai 400051
Phone
022-61793000 / 1800-425-5425
Launch Date
29 Jun 1987
Website
NA
SBI Mutual Fund
Asset Management Company
Custodian
SBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

Compare funds

SBI Retirement Benefit Fund Aggressive Hybrid Plan Direct IDCW
VS
Add mutual fund to compare
Loading...
ⓒ 2016-2023 Groww. All rights reserved, Built with in India
MOST POPULAR ON GROWWVERSION - 3.8.0
STOCK MARKET INDICES:  S&P BSE SENSEX |  S&P BSE 100 |  NIFTY 100 |  NIFTY 50 |  NIFTY MIDCAP 100 |  NIFTY BANK |  NIFTY NEXT 50
MUTUAL FUNDS COMPANIES:  ICICI PRUDENTIAL |  HDFC |  NIPPON INDIA |  ADITYA BIRLA SUN LIFE |  SBI |  UTI |  FRANKLIN TEMPLETON |  KOTAK MAHINDRA |  IDFC |  DSP |  AXIS |  TATA |  L&T |  SUNDARAM |  PGIM |  INVESCO |  LIC |  JM FINANCIAL |  BARODA PIONEER |  CANARA ROBECO |  HSBC |  IDBI |  INDIABULLS |  MOTILAL OSWAL |  BNP PARIBAS |  MIRAE ASSET |  PRINCIPAL |  BOI AXA |  UNION KBC |  TAURUS |  EDELWEISS |  NAVI |  MAHINDRA |  QUANTUM |  PPFAS |  IIFL |  Quant |  SHRIRAM |  SAHARA |  ITI