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SBI Retirement Benefit Fund Aggressive Plan Direct IDCW-0.25%

0.00%
1 Year Return
Solution Oriented
Retirement
All

Fund Details

SBI Retirement Benefit Fund Aggressive Plan Direct IDCW

RiskVery High
Min SIP AmountNot Supported
Expense Ratio1.03%
NAV₹11.17 (11 Jun 2021)
Fund Started09 Feb 2021
Fund Size463 Cr

Comparison

Data not available
Pros
Found nothing so far.
Cons
Found nothing so far.

Top Holdings

NameSectorInstrument% Assets
ICICI Bank Ltd.FinancialEquity5.3%
HDFC Bank Ltd.FinancialEquity5.0%
HCL Technologies Ltd.TechnologyEquity4.0%
State Bank of IndiaFinancialEquity3.8%
GOISovereignGOI Sec3.6%
Page Industries Ltd.TextilesEquity3.4%
Relaxo Footwears Ltd.FMCGEquity3.4%
Navin Fluorine International Ltd.ChemicalsEquity3.4%
Asian Paints Ltd.ChemicalsEquity3.3%
Hindalco Industries Ltd.MetalsEquity3.2%
See All

Fund Managers

Dinesh Ahuja
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Mohit Jain
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Gaurav Mehta
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SBI Retirement Benefit Fund Aggressive Plan Direct IDCW Details

SBI Retirement Benefit Fund Aggressive Plan Direct IDCW is a Solution Oriented Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 09 Feb 2021. Dinesh Ahuja is the Current Fund Manager of SBI Retirement Benefit Fund Aggressive Plan Direct IDCW fund.The fund currently has an Asset Under Management(AUM) of ₹463 Cr and the Latest NAV as of 11 Jun 2021 is ₹11.17.

The SBI Retirement Benefit Fund Aggressive Plan Direct IDCW is rated Very High risk.

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.

Tax Implications

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.

Scheme Information Document(SID)

Not Supported
Min for First Investment
Not Supported
Min for Second Investment
Nil
Exit Load

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About SBI Mutual Fund

Address
9th Floor, Crescenzo, C-38 & 39, G Block, Bandra Kurla Complex, Bandra (East), Mumbai 400051
Phone
022 - 61793000
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,
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