SBI Retirement Benefit Fund Aggressive Hybrid Plan Growth

SBI Retirement Benefit Fund Aggressive Hybrid Plan Growth

+9.53%
3Y annualised
+1.89% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 12 Jun '26
₹18.74
Min. for SIP
₹500
Fund size (AUM)
₹1,576.45 Cr
Expense ratio
2.14%
Rating
3

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
6 months₹30,000₹29,611
-1.30%
1 year₹60,000₹59,136
-1.44%
3 years₹1,80,000₹1,90,971
+6.09%
5 years₹3,00,000₹3,67,506
+22.50%

Holdings (59)

NameSectorInstrumentsAssets
RepoUnspecifiedRepo6.74%
HDFC Bank LtdFinancialEquity5.68%
SBI ETF GoldUnspecifiedMutual Fund4.91%
Reliance Industries LtdEnergy & UtilitiesEquity4.70%
GOVERNMENT OF INDIA 36574 GOI 06OT35 6.48 FV RS 100EntitiesGOI Securities4.57%
ICICI Bank LtdFinancialEquity4.43%
Larsen & Toubro LtdIndustrialsEquity3.44%
State Bank of IndiaFinancialEquity3.23%
Maruti Suzuki India LtdConsumer DiscretionaryEquity2.94%
National Highways Infra TrustIndustrialsInfrastructure Investment Trust2.63%
Ultratech Cement LtdMaterialsEquity2.45%
Cube Highways TrustIndustrialsInfrastructure Investment Trust2.43%
Infosys LtdTechnologyEquity2.38%
Axis Bank LtdFinancialEquity2.34%
Hindalco Industries LtdMaterialsEquity2.03%
Kotak Mahindra Bank LtdFinancialEquity2.02%
Urban Company Ltd.Consumer StaplesEquity1.94%
Bajaj Finance LtdFinancialEquity1.84%
Timken India LtdIndustrialsEquity1.82%
Schaeffler India LtdIndustrialsEquity1.60%
TVS Motor Company LtdConsumer DiscretionaryEquity1.55%
ZF Commercial Vehicle Control Systems India LtdConsumer DiscretionaryEquity1.52%
Navin Fluorine International LtdMaterialsEquity1.38%
Asian Paints LtdMaterialsEquity1.28%
Jubilant FoodWorks LtdConsumer DiscretionaryEquity1.26%
Torrent Power LtdEnergy & UtilitiesEquity1.21%
Bajaj Finserv LtdFinancialEquity1.20%
L&T Technology Services LtdTechnologyEquity1.19%
Divi's Laboratories LtdHealthcareEquity1.18%
Thermax LtdIndustrialsEquity1.17%
Sona BLW Precision Forgings LtdConsumer DiscretionaryEquity1.15%
FSN E-Commerce Ventures LtdConsumer DiscretionaryEquity1.07%
Esab India LtdIndustrialsEquity1.07%
Kajaria Ceramics LtdIndustrialsEquity1.06%
The Indian Hotels Company LtdConsumer DiscretionaryEquity1.05%
Voltas LtdIndustrialsEquity1.04%
Grindwell Norton LtdMaterialsEquity1.04%
Pidilite Industries LtdMaterialsEquity1.02%
Endurance Technologies LtdConsumer DiscretionaryEquity1.02%
Balrampur Chini Mills LtdConsumer StaplesEquity0.99%
Oberoi Realty LtdReal EstateEquity0.91%
ABB India LtdIndustrialsEquity0.91%
Honeywell Automation India LtdTechnologyEquity0.90%
Berger Paints India LtdMaterialsEquity0.90%
Dr. Lal Pathlabs LtdHealthcareEquity0.86%
Godrej Properties LtdReal EstateEquity0.81%
ICICI Prudential Life Insurance Company LtdFinancialEquity0.80%
Page Industries LtdConsumer DiscretionaryEquity0.79%
Interglobe Aviation LtdIndustrialsEquity0.79%
LTIMindtree LtdTechnologyEquity0.76%
DLF LtdReal EstateEquity0.76%
Pitti Engineering LtdIndustrialsEquity0.71%
Carborundum Universal LtdMaterialsEquity0.66%
Brigade Hotel Ventures Ltd.Consumer DiscretionaryEquity0.66%
HDB FINANCIAL SERVICES LIMITED EQFinancialEquity0.62%
HOUSING AND URBAN DEVELOPMENT CORPORATION LIMITED SR IV 2018 8.58 LOA 14FB29 FVRS10LACFinancialDebenture0.32%
CENTRAL GOVERNMENT LOAN 20388 GOI 07DC31 FLT FV RS 100EntitiesGOI Securities0.26%
TVS Motor Company Ltd - Pref. SharesConsumer DiscretionaryPreference Shares0.02%
Net PayablesUnspecifiedNet Payables-0.01%
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
Name1Y3Y5YAll
Fund returns+0.2%+9.5%+11.3%+12.5%
Category average (Hybrid Aggressive Hybrid)+4.7%+14.3%+13.9%--
Rank (Hybrid Aggressive Hybrid)163112--

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

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Compare similar funds

Fund management

RS
Rohit Shimpi
Oct 2021 - Present
View details

Education
Mr. Shimpi is a B. Com., PGDBM (Finance), CFA.
Experience
Prior to joining SBI Mutual Fund, he has worked with CNBC TV18, JP Morgans offshore research centre and HDFC Standard Life Insurance.

PK
Pradeep Kesavan
Dec 2023 - Present
View details

Education
Mr. Kesavan has done B.Com, MBA (Finance) and CFA
Experience
Prior to joining SBI MF, he has worked with Elara Capital, Accenture Strategy, Morgan Stanley and 3i Infotech
Also manages these schemes

About SBI Retirement Benefit Fund Aggressive Hybrid Plan Growth

SBI Retirement Benefit Fund Aggressive Hybrid Plan 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹12,55,524 Cr and the Latest NAV as of 12 Jun 2026 is ₹18.74. The SBI Retirement Benefit Fund Aggressive Hybrid Plan Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. Minimum Lumpsum Investment is ₹5,000. ;

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₹12,55,524.28 Cr
Date of Incorporation29 Jun 1987
Phone022-61793000 / 1800-425-5425
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
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,