SBI Retirement Benefit Fund Aggressive Hybrid Plan Growth

SBI Retirement Benefit Fund Aggressive Hybrid Plan Growth

ELSS • 5Y Lock-in
Hybrid
Aggressive Hybrid
Very High Risk
+12.34%
3Y annualised
-1.37% 1D
1M
6M
1Y
3Y
All
NAV: 20 Jan '26
₹18.84
Min. SIP amount
Not Supported
Fund size
₹1,696.70 Cr
Expense ratio
2.07%

Holdings (62)

NameSectorInstrumentsAssets
HDFC Bank Ltd.FinancialEquity6.80%
Reliance Industries Ltd.EnergyEquity4.81%
ICICI Bank Ltd.FinancialEquity4.39%
GOISovereignGOI Sec4.38%
Maruti Suzuki India Ltd.AutomobileEquity3.43%
Larsen & Toubro Ltd.ConstructionEquity3.26%
Infosys Ltd.TechnologyEquity3.04%
Tamilnadu StateOthersSDL2.93%
SBI Gold ETFNAMutual Fund2.88%
State Bank of IndiaFinancialEquity2.77%
Ultratech Cement Ltd.ConstructionEquity2.32%
National Highways Infra TrustConstructionInvITs2.26%
Axis Bank Ltd.FinancialEquity2.18%
Kotak Mahindra Bank Ltd.FinancialEquity2.17%
Cube Highways TrustServicesInvITs2.13%
Embassy Office Parks REITConstructionREITs2.12%
Nexus Select TrustConstructionREITs1.98%
Urban Company Ltd.Consumer StaplesEquity1.97%
Bajaj Finance Ltd.FinancialEquity1.80%
Hindalco Industries Ltd.Metals & MiningEquity1.62%
TVS Motor Company Ltd.AutomobileEquity1.53%
Abbott India Ltd.HealthcareEquity1.51%
Timken India Ltd.Capital GoodsEquity1.49%
ZF Commercial Vehicle Control Systems India Ltd.AutomobileEquity1.43%
Schaeffler India Ltd.Capital GoodsEquity1.40%
L&T Technology Services Ltd.TechnologyEquity1.37%
Jubilant FoodWorks Ltd.ServicesEquity1.37%
Asian Paints Ltd.ChemicalsEquity1.35%
Bajaj Finserv Ltd.FinancialEquity1.31%
The Indian Hotels Company Ltd.ServicesEquity1.13%
AIA Engineering Ltd.Metals & MiningEquity1.13%
Navin Fluorine International Ltd.ChemicalsEquity1.12%
Divi's Laboratories Ltd.HealthcareEquity1.09%
Endurance Technologies Ltd.AutomobileEquity1.05%
Pidilite Industries Ltd.ChemicalsEquity1.02%
LTIMindtree Ltd.TechnologyEquity1.00%
FSN E-Commerce Ventures Ltd.ServicesEquity1.00%
Esab India Ltd.Capital GoodsEquity0.97%
Grindwell Norton Ltd.Metals & MiningEquity0.97%
Berger Paints India Ltd.ChemicalsEquity0.95%
Voltas Ltd.Consumer DiscretionaryEquity0.92%
Honeywell Automation India Ltd.Capital GoodsEquity0.89%
Dr. Lal Pathlabs Ltd.HealthcareEquity0.87%
Sona BLW Precision Forgings Ltd.AutomobileEquity0.85%
Torrent Power Ltd.EnergyEquity0.85%
Oberoi Realty Ltd.ConstructionEquity0.85%
Godrej Properties Ltd.ConstructionEquity0.83%
DLF Ltd.ConstructionEquity0.83%
Thermax Ltd.Capital GoodsEquity0.81%
Kajaria Ceramics Ltd.ConstructionEquity0.80%
Balrampur Chini Mills Ltd.Consumer StaplesEquity0.79%
Page Industries Ltd.TextilesEquity0.72%
Hawkins Cookers Ltd.Consumer DiscretionaryEquity0.68%
HDB Financial Services Ltd.FinancialEquity0.68%
Brigade Hotel Ventures Ltd.ServicesEquity0.61%
ABB India Ltd.Capital GoodsEquity0.61%
Pitti Engineering Ltd.Capital GoodsEquity0.56%
Carborundum Universal Ltd.Metals & MiningEquity0.55%
Nuvoco Vistas Corporation Ltd.ConstructionEquity0.41%
Housing & Urban Development Corporation Ltd.FinancialDebenture0.31%
GOISovereignGOI Sec0.24%
TVS Motor Company Ltd - Pref. SharesAutomobilePref. Shares0.02%
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name6M1Y3YAll
Fund returns-0.4%+5.4%+12.3%+13.7%
Category average (Hybrid Aggressive Hybrid)+0.6%+4.7%+14.3%--
Rank (Hybrid Aggressive Hybrid)--1529--

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

Name1Y3YFund Size(Cr)
ICICI Prudential Equity & Debt Fund Growth
ICICI Prudential Equity & Debt Fund Growth
+10.73%+18.27%49,640.80
JM Aggressive Hybrid Fund Growth
JM Aggressive Hybrid Fund Growth
-0.74%+17.19%785.33
UTI Aggressive Hybrid Fund Plan Growth
UTI Aggressive Hybrid Fund Plan Growth
+5.89%+15.64%6,757.91
Edelweiss Aggressive Hybrid Fund Growth
Edelweiss Aggressive Hybrid Fund Growth
+4.66%+15.51%3,480.41
HDFC Balanced Fund Growth
HDFC Balanced Fund Growth
+6.97%+10.83%20,080.76
Compare

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 ₹12,56,070 Cr and the Latest NAV as of 20 Jan 2026 is ₹18.84. The SBI Retirement Benefit Fund Aggressive Hybrid Plan Growth is rated Very High risk. Minimum SIP Investment is set to ₹500. ;

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₹12,56,070.06 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,