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SBI Retirement Benefit Fund Aggressive Hybrid Plan Direct Growth
+12.71%
3Y annualised
+1.50% 1D
NAV: 10 Apr '26
₹19.67
Min. for SIP
₹500
Fund size (AUM)
₹1,465.87 Cr
Expense ratio
1.07%
Rating
4
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹28,275 | -5.75% | |
| 1 year | ₹60,000 | ₹57,073 | -4.88% | |
| 3 years | ₹1,80,000 | ₹1,87,612 | +4.23% | |
| 5 years | ₹3,00,000 | ₹3,66,620 | +22.21% |
Holdings (60)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| HDFC Bank Ltd. | Financial | Equity | 5.81% |
| SBI Gold ETF | -- | Mutual Fund | 5.21% |
| GOI | Sovereign | GOI Sec | 4.93% |
| Reliance Industries Ltd. | Energy | Equity | 4.77% |
| ICICI Bank Ltd. | Financial | Equity | 4.57% |
| Larsen & Toubro Ltd. | Construction | Equity | 3.24% |
| State Bank of India | Financial | Equity | 3.20% |
| Maruti Suzuki India Ltd. | Automobile | Equity | 2.93% |
| National Highways Infra Trust | Construction | InvITs | 2.91% |
| Infosys Ltd. | Technology | Equity | 2.72% |
| Cube Highways Trust | Services | InvITs | 2.59% |
| Ultratech Cement Ltd. | Construction | Equity | 2.45% |
| Axis Bank Ltd. | Financial | Equity | 2.31% |
| Urban Company Ltd. | Consumer Staples | Equity | 2.07% |
| Kotak Mahindra Bank Ltd. | Financial | Equity | 2.01% |
| Hindalco Industries Ltd. | Metals & Mining | Equity | 1.87% |
| Timken India Ltd. | Capital Goods | Equity | 1.85% |
| Bajaj Finance Ltd. | Financial | Equity | 1.70% |
| Schaeffler India Ltd. | Capital Goods | Equity | 1.61% |
| TVS Motor Company Ltd. | Automobile | Equity | 1.61% |
| Abbott India Ltd. | Healthcare | Equity | 1.56% |
| ZF Commercial Vehicle Control Systems India Ltd. | Automobile | Equity | 1.54% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 1.35% |
| Jubilant FoodWorks Ltd. | Services | Equity | 1.23% |
| Asian Paints Ltd. | Chemicals | Equity | 1.23% |
| Bajaj Finserv Ltd. | Financial | Equity | 1.21% |
| Divi's Laboratories Ltd. | Healthcare | Equity | 1.17% |
| L&T Technology Services Ltd. | Technology | Equity | 1.11% |
| Endurance Technologies Ltd. | Automobile | Equity | 1.04% |
| Pidilite Industries Ltd. | Chemicals | Equity | 1.03% |
| FSN E-Commerce Ventures Ltd. | Services | Equity | 1.03% |
| Balrampur Chini Mills Ltd. | Consumer Staples | Equity | 1.02% |
| The Indian Hotels Company Ltd. | Services | Equity | 1.01% |
| Thermax Ltd. | Capital Goods | Equity | 1.01% |
| Voltas Ltd. | Consumer Discretionary | Equity | 1.00% |
| Sona BLW Precision Forgings Ltd. | Automobile | Equity | 0.98% |
| Torrent Power Ltd. | Energy | Equity | 0.98% |
| Grindwell Norton Ltd. | Metals & Mining | Equity | 0.97% |
| Esab India Ltd. | Capital Goods | Equity | 0.92% |
| Dr. Lal Pathlabs Ltd. | Healthcare | Equity | 0.90% |
| Kajaria Ceramics Ltd. | Construction | Equity | 0.89% |
| ICICI Prudential Life Insurance Company Ltd. | Insurance | Equity | 0.85% |
| Berger Paints India Ltd. | Chemicals | Equity | 0.84% |
| Honeywell Automation India Ltd. | Capital Goods | Equity | 0.83% |
| Oberoi Realty Ltd. | Construction | Equity | 0.83% |
| ABB India Ltd. | Capital Goods | Equity | 0.81% |
| Interglobe Aviation Ltd. | Services | Equity | 0.78% |
| LTIMindtree Ltd. | Technology | Equity | 0.77% |
| Page Industries Ltd. | Textiles | Equity | 0.74% |
| DLF Ltd. | Construction | Equity | 0.70% |
| Godrej Properties Ltd. | Construction | Equity | 0.70% |
| Brigade Hotel Ventures Ltd. | Services | Equity | 0.59% |
| Carborundum Universal Ltd. | Metals & Mining | Equity | 0.58% |
| HDB Financial Services Ltd. | Financial | Equity | 0.57% |
| Pitti Engineering Ltd. | Capital Goods | Equity | 0.54% |
| AIA Engineering Ltd. | Metals & Mining | Equity | 0.39% |
| Housing & Urban Development Corporation Ltd. | Financial | Debenture | 0.35% |
| GOI | Sovereign | GOI Sec | 0.28% |
| Nuvoco Vistas Corporation Ltd. | Construction | Equity | 0.18% |
| TVS Motor Company Ltd - Pref. Shares | Automobile | Pref. Shares | 0.02% |
See All
Minimum investments
Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹500
Returns and rankings
Annualised returns
Absolute returns
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +11.2% | +12.7% | +13.9% | +14.0% |
| Category average (Hybrid Aggressive Hybrid) | +4.7% | +14.3% | +13.9% | -- |
| Rank (Hybrid Aggressive Hybrid) | 15 | 32 | 12 | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
ICICI Prudential Equity & Debt Fund Direct Growth | +11.46% | +18.64% | 46,700.42 | |
JM Aggressive Hybrid Fund Direct Growth | +5.31% | +18.25% | 735.49 | |
Edelweiss Aggressive Hybrid Fund Direct Growth | +10.39% | +17.29% | 3,545.93 | |
Nippon India Aggressive Hybrid Fund Direct Growth | +10.83% | +14.74% | 3,700.53 | |
Franklin India Aggressive Hybrid Fund Direct Growth | +6.79% | +14.45% | 2,349.87 | |
| Compare | ||||
Fund management
ABArdhendu BhattacharyaJun 2021 - PresentView details
AB
Ardhendu Bhattacharya
Jun 2021 - Present
View details
RSRohit ShimpiOct 2021 - PresentView details
RS
Rohit Shimpi
Oct 2021 - Present
View details
PKPradeep KesavanDec 2023 - PresentView details
PK
Pradeep Kesavan
Dec 2023 - Present
View details
About SBI Retirement Benefit Fund Aggressive Hybrid Plan Direct Growth
SBI Retirement Benefit Fund Aggressive Hybrid Plan Direct Growth is a Hybrid Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 29 Jun 1987. Ardhendu Bhattacharya is the Current Fund Manager of SBI Retirement Benefit Fund Aggressive Hybrid Plan Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹11,46,811 Cr and the Latest NAV as of 10 Apr 2026 is ₹19.67.
The SBI Retirement Benefit Fund Aggressive Hybrid Plan Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹5,000.
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Investment Objective
The scheme seeks to provide a comprehensive retirement saving solution that serves the variable needs of the investors through long term diversified investments in major asset classes.
Fund benchmarkCRISIL Hybrid 35+65 Aggressive Index
Fund house
Rank (total assets)#1 in India
Total AUM₹11,46,810.93 Cr
Date of Incorporation29 Jun 1987
Launch Date29 Jun 1987
Address9th Floor & Unit no. 1002, 1003 and 1004 of 10th floor,Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex,Bandra (East) Mumbai 400051
CustodianSBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer AgentCams
Email[email protected]
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,