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SBI Retirement Benefit Fund Aggressive Plan Direct Growth

Solution Oriented
Retirement
Very High Risk
5Y Lock In
3.91%
1M return
+0.12% 1D
1M
6M
All
NAV: 14 Jan 2022₹13.66
Min. SIP amount₹500
RatingNA
Fund size₹706.53Cr

Returns and rankings

Category: Solution Oriented Retirement
Absolute returns
1M3M6MAll
Fund returns3.9%2.0%16.6%36.6%
Category averageNANANANA
Rank with in categoryNA1823NA
Understand terms

Holdings (35)

NameSectorInstrumentAssets
FinancialEquity8.3%
FinancialEquity7.5%
FinancialEquity4.5%
FinancialEquity3.9%
FinancialEquity3.9%
ServicesEquity3.9%
TechnologyEquity3.1%
ConstructionEquity3.0%
ConstructionEquity2.9%
AutomobileEquity2.9%
See All

Pros and cons

Category: Solution Oriented Retirement

Pros

Exit load is zero
Lower expense ratio: 0.97%

Cons

Lock-in period: 5Y
Low rating: 0

Expense ratio, exit load and tax

Expense ratio: 0.97%

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 investment₹5,000
Min. for 2nd investment onwards₹5,000
Min. for SIP₹500

Fund management

Dinesh Ahuja
Jan 2021 - Present
View details
Mohit Jain
Jan 2021 - Present
View details
Gaurav Mehta
Jan 2021 - Present
View details

Fund house & investment objective

Fund house contact details

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FAQs

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