How to Invest in SBI Retirement Benefit Fund Aggressive Plan Regular IDCW?

You can easily invest in SBI Retirement Benefit Fund Aggressive Plan Regular IDCW in a hassle-free manner on Groww. The process is extremely simple, quick and completely paperless. Invest in a few minutes with the following steps: Log on to your Groww account Search for SBI Retirement Benefit Fund Aggressive Plan Regular IDCW from the search box In order to invest, you will have to complete all the KYC formalities which are completely online and paperless and take a few minutes to complete Once you are done with that, you can start investing in SBI Retirement Benefit Fund Aggressive Plan Regular IDCW as SIP or lumpsum as per your investment objective and risk tolerance

What kind of returns does SBI Retirement Benefit Fund Aggressive Plan Regular IDCW provide?

The SBI Retirement Benefit Fund Aggressive Plan Regular IDCW has been there from 10 Feb 2021 and the average annual returns provided by this fund is 18.41% since its inception.

How much expense ratio is charged by SBI Retirement Benefit Fund Aggressive Plan Regular IDCW?

The term Expense Ratio used for SBI Retirement Benefit Fund Aggressive Plan Regular IDCW or any other mutual fund is the annual charges one needs to pay to the Mutual Fund company for managing your investments in that fund. The Expense Ratio of SBI Retirement Benefit Fund Aggressive Plan Regular IDCW is 2.07% as of 08 Dec 2023...

What is the AUM of SBI Retirement Benefit Fund Aggressive Plan Regular IDCW?

The AUM, short for Assets Under Management of SBI Retirement Benefit Fund Aggressive Plan Regular IDCW is ₹1,762.28Cr as of 08 Dec 2023.

How to Redeem SBI Retirement Benefit Fund Aggressive Plan Regular IDCW?

If you want to sell your SBI Retirement Benefit Fund Aggressive Plan Regular IDCW holdings, go to your holding on the app or web and simply click on it. You will get two options - redeem & invest more; click on redeem and enter your desired amount or if you wish to redeem the entire holding amount then select the 'redeem all' checkbox.

What is the PE and PB ratio of SBI Retirement Benefit Fund Aggressive Plan Regular IDCW?

The PE ratio ratio of SBI Retirement Benefit Fund Aggressive Plan Regular IDCW is determined by dividing the market price by its earnings per share and the PB ratio of the same is evaluated by dividing the stock price per share by its book value per share (BVPS).

SBI Retirement Benefit Fund Aggressive Plan Regular IDCW - NAV, Mutual Fund Performance & Portfolio

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SBI Retirement Benefit Fund Aggressive Plan Regular IDCW
Solution Oriented
Retirement
Very High Risk
5Y Lock In
1M
6M
1Y
All
 NAV: 07 Dec 2023₹16.93
Min. SIP amountNot Supported
RatingNA
Fund size₹1,762.28Cr
Return calculator
Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of ₹0
Would have become ₹ (%)
Understand termsAnnualised returnsAverage of the yearly returns of a mutual fund over a given period.
Absolute returnsThe total return of a mutual fund over a given period.
Returns and rankingsCategory: Solution Oriented Retirement
Absolute returns
3M6M1YAll
Fund returns2.8%12.2%14.5%62.4%
Category averageNANA19.4%NA
Rank with in category716538NA
Understand terms
Holdings (44)NameSectorInstrumentAssets
HDFC Bank Ltd.
FinancialEquity8.5%
ICICI Bank Ltd.
FinancialEquity5.7%
Infosys Ltd.
TechnologyEquity5.4%
Maruti Suzuki India Ltd.
AutomobileEquity4.2%
Axis Bank Ltd.
FinancialEquity4.1%
ABB India Ltd.
Capital GoodsEquity3.8%
Larsen & Toubro Ltd.
ConstructionEquity3.5%
Ultratech Cement Ltd.
ConstructionEquity3.5%
Endurance Technologies Ltd.
AutomobileEquity3.2%
Timken India Ltd.
Capital GoodsEquity3.1%
See All
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Expense ratio
Exit load
03 Dec 2023 - Present
2.07%
02 Dec 2023 - 03 Dec 2023
2.07%
01 Dec 2023 - 02 Dec 2023
2.07%
30 Nov 2023 - 01 Dec 2023
2.07%
29 Nov 2023 - 30 Nov 2023
2.08%
28 Nov 2023 - 29 Nov 2023
2.08%
27 Nov 2023 - 28 Nov 2023
2.12%
26 Nov 2023 - 27 Nov 2023
2.12%
25 Nov 2023 - 26 Nov 2023
2.12%
24 Nov 2023 - 25 Nov 2023
2.12%
23 Nov 2023 - 24 Nov 2023
2.12%
22 Nov 2023 - 23 Nov 2023
2.11%
21 Nov 2023 - 22 Nov 2023
2.07%
20 Nov 2023 - 21 Nov 2023
2.07%
19 Nov 2023 - 20 Nov 2023
2.07%
18 Nov 2023 - 19 Nov 2023
2.07%
17 Nov 2023 - 18 Nov 2023
2.07%
16 Nov 2023 - 17 Nov 2023
2.07%
15 Nov 2023 - 16 Nov 2023
2.07%
14 Nov 2023 - 15 Nov 2023
2.07%
13 Nov 2023 - 14 Nov 2023
2.07%
12 Nov 2023 - 13 Nov 2023
2.07%
11 Nov 2023 - 12 Nov 2023
2.07%
10 Nov 2023 - 11 Nov 2023
2.07%
09 Nov 2023 - 10 Nov 2023
2.07%
08 Nov 2023 - 09 Nov 2023
2.07%
07 Nov 2023 - 08 Nov 2023
2.07%
06 Nov 2023 - 07 Nov 2023
2.03%
05 Nov 2023 - 06 Nov 2023
2.03%
04 Nov 2023 - 05 Nov 2023
2.03%
03 Nov 2023 - 04 Nov 2023
2.03%
02 Nov 2023 - 03 Nov 2023
2.04%
01 Nov 2023 - 02 Nov 2023
2.04%
31 Oct 2023 - 01 Nov 2023
2.04%
30 Oct 2023 - 31 Oct 2023
2.04%
29 Oct 2023 - 30 Oct 2023
2.06%
28 Oct 2023 - 29 Oct 2023
2.06%
27 Oct 2023 - 28 Oct 2023
2.06%
26 Oct 2023 - 27 Oct 2023
2.06%
25 Oct 2023 - 26 Oct 2023
2.06%
24 Oct 2023 - 25 Oct 2023
2.07%
23 Oct 2023 - 24 Oct 2023
2.07%
22 Oct 2023 - 23 Oct 2023
2.06%
21 Oct 2023 - 22 Oct 2023
2.06%
20 Oct 2023 - 21 Oct 2023
2.06%
19 Oct 2023 - 20 Oct 2023
2.06%
18 Oct 2023 - 19 Oct 2023
2.06%
17 Oct 2023 - 18 Oct 2023
2.06%
16 Oct 2023 - 17 Oct 2023
2.06%
15 Oct 2023 - 16 Oct 2023
2.06%
14 Oct 2023 - 15 Oct 2023
2.06%
13 Oct 2023 - 14 Oct 2023
2.06%
12 Oct 2023 - 13 Oct 2023
2.06%
11 Oct 2023 - 12 Oct 2023
2.06%
10 Oct 2023 - 11 Oct 2023
2.06%
09 Oct 2023 - 10 Oct 2023
2.08%
08 Oct 2023 - 09 Oct 2023
2.07%
07 Oct 2023 - 08 Oct 2023
2.07%
06 Oct 2023 - 07 Oct 2023
2.07%
05 Oct 2023 - 06 Oct 2023
2.08%
04 Oct 2023 - 05 Oct 2023
2.08%
03 Oct 2023 - 04 Oct 2023
2.07%
02 Oct 2023 - 03 Oct 2023
2.07%
01 Oct 2023 - 02 Oct 2023
2.07%
30 Sep 2023 - 01 Oct 2023
2.07%
29 Sep 2023 - 30 Sep 2023
2.07%
28 Sep 2023 - 29 Sep 2023
2.08%
27 Sep 2023 - 28 Sep 2023
2.08%
26 Sep 2023 - 27 Sep 2023
2.08%
25 Sep 2023 - 26 Sep 2023
2.08%
24 Sep 2023 - 25 Sep 2023
2.08%
23 Sep 2023 - 24 Sep 2023
2.08%
22 Sep 2023 - 23 Sep 2023
2.08%
21 Sep 2023 - 22 Sep 2023
2.08%
20 Sep 2023 - 21 Sep 2023
2.07%
19 Sep 2023 - 20 Sep 2023
2.07%
18 Sep 2023 - 19 Sep 2023
2.07%
17 Sep 2023 - 18 Sep 2023
2.07%
16 Sep 2023 - 17 Sep 2023
2.07%
15 Sep 2023 - 16 Sep 2023
2.07%
14 Sep 2023 - 15 Sep 2023
2.07%
13 Sep 2023 - 14 Sep 2023
2.07%
12 Sep 2023 - 13 Sep 2023
2.07%
11 Sep 2023 - 12 Sep 2023
2.09%
10 Sep 2023 - 11 Sep 2023
2.09%
09 Sep 2023 - 10 Sep 2023
2.09%
08 Sep 2023 - 09 Sep 2023
2.09%
07 Sep 2023 - 08 Sep 2023
2.10%
06 Sep 2023 - 07 Sep 2023
2.10%
05 Sep 2023 - 06 Sep 2023
2.10%
04 Sep 2023 - 05 Sep 2023
2.10%
03 Sep 2023 - 04 Sep 2023
2.09%
02 Sep 2023 - 03 Sep 2023
2.09%
01 Sep 2023 - 02 Sep 2023
2.09%
31 Aug 2023 - 01 Sep 2023
2.09%
31 Jul 2023 - 31 Aug 2023
2.07%
30 Jun 2023 - 31 Jul 2023
2.14%
31 May 2023 - 30 Jun 2023
2.16%
30 Apr 2023 - 31 May 2023
2.20%
31 Mar 2023 - 30 Apr 2023
2.12%
28 Feb 2023 - 31 Mar 2023
2.28%
31 Jan 2023 - 28 Feb 2023
2.22%
31 Dec 2022 - 31 Jan 2023
2.26%
31 Dec 2022 - 31 Dec 2022
2.26%
31 Dec 2022 - 31 Dec 2022
2.26%
30 Nov 2022 - 31 Dec 2022
2.28%
30 Nov 2022 - 30 Nov 2022
2.28%
30 Nov 2022 - 30 Nov 2022
2.28%
31 Oct 2022 - 30 Nov 2022
2.22%
31 Oct 2022 - 31 Oct 2022
2.22%
31 Oct 2022 - 31 Oct 2022
2.22%
30 Sep 2022 - 31 Oct 2022
2.26%
30 Sep 2022 - 30 Sep 2022
2.26%
30 Sep 2022 - 30 Sep 2022
2.26%
31 Aug 2022 - 30 Sep 2022
2.22%
31 Aug 2022 - 31 Aug 2022
2.22%
31 Jul 2022 - 31 Aug 2022
2.33%
31 Jul 2022 - 31 Jul 2022
2.33%
30 Jun 2022 - 31 Jul 2022
2.29%
30 Jun 2022 - 30 Jun 2022
2.29%
31 May 2022 - 30 Jun 2022
2.28%
31 May 2022 - 31 May 2022
2.28%
30 Apr 2022 - 31 May 2022
2.49%
30 Apr 2022 - 30 Apr 2022
2.49%
31 Mar 2022 - 30 Apr 2022
2.60%
31 Mar 2022 - 31 Mar 2022
2.60%
28 Feb 2022 - 31 Mar 2022
2.62%
28 Feb 2022 - 28 Feb 2022
2.62%
31 Jan 2022 - 28 Feb 2022
2.31%
31 Dec 2021 - 31 Jan 2022
2.32%
30 Nov 2021 - 31 Dec 2021
2.62%
31 Oct 2021 - 30 Nov 2021
2.49%
30 Sep 2021 - 31 Oct 2021
2.45%
31 Aug 2021 - 30 Sep 2021
2.40%
31 Jul 2021 - 31 Aug 2021
2.62%
30 Jun 2021 - 31 Jul 2021
2.69%
31 May 2021 - 30 Jun 2021
2.69%
31 Mar 2021 - 31 May 2021
2.68%
Expense ratio, exit load and taxExpense ratio: 2.07%Inclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationReturns 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 amountsMin. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported
Fund managementArdhendu Bhattacharya
Jun 2021 - Present
View details
Education
Mr. Bhattacharya is a MBA (Marketing) and Bachelor of Engineering.
Experience
Prior to joining SBI Mutual Fund, he has worked with ICICI Bank and Citibank.
Also manages these schemes
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SBI Retirement Benefit Fund Conservative Hybrid Plan Direct Growth
Rohit Shimpi
Oct 2021 - Present
View details
Education
Mr. Shimpi is a B. Com., PGDBM (Finance), CFA.
Experience
Prior to joining SBI Mutaul Fund, he has worked with CNBC TV18, JP Morgan’s offshore research centre and HDFC Standard Life Insurance.
Also manages these schemes
SBI Magnum Equity ESG Fund Direct Plan Growth
SBI Retirement Benefit Fund Aggressive Plan Direct Growth
SBI Retirement Benefit Fund Aggressive Hybrid Plan Direct Growth
SBI Retirement Benefit Fund Conservative Plan Direct Growth
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SBI Dividend Yield Fund Direct Growth
Pradeep Kesavan
Dec 2023 - Present
View details
Also manages these schemes
SBI Equity Hybrid Fund Direct Plan Growth
SBI Dynamic Bond Direct Plan Growth
SBI Magnum Income Direct Plan Growth
SBI Credit Risk Fund Direct Growth
SBI Magnum Low Duration Fund Direct Plan Growth
SBI Short Term Debt Fund Direct Growth
SBI Savings Fund Direct Growth
SBI Magnum Medium Duration Fund Direct Growth
SBI Magnum Ultra Short Duration Fund Direct Growth
SBI Multi Asset Allocation Fund Direct Growth
SBI Banking and PSU Fund Direct Growth
SBI Corporate Bond Fund Direct Growth
SBI Floating Rate Debt Fund Direct Growth
SBI Retirement Benefit Fund Aggressive Plan Direct Growth
SBI Retirement Benefit Fund Aggressive Hybrid Plan Direct Growth
SBI Retirement Benefit Fund Conservative Plan Direct Growth
SBI Retirement Benefit Fund Conservative Hybrid Plan Direct Growth
SBI Balanced Advantage Fund Direct Growth
Fund house & investment objective
SBI Mutual Fund
Rank (total assets)#1 in India
Total AUM₹8,21,488.86Cr
Date of Incorporation29 Jun 1987
 SBI Retirement Benefit Fund Aggressive Plan Regular IDCW is a Solution Oriented Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 29 Jun 1987. Dinesh Ahuja is the Current Fund Manager of SBI Retirement Benefit Fund Aggressive Plan Regular IDCW fund. The fund currently has an Asset Under Management(AUM) of ₹8,21,489 Cr and the Latest NAV as of 07 Dec 2023 is ₹16.93.
The SBI Retirement Benefit Fund Aggressive Plan Regular IDCW is rated Very High risk. Minimum SIP Investment is set to ₹500.
;
Investment ObjectiveThe 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 benchmarkS&P BSE 500 Total Return Index
Scheme Information Document(SID)
Fund house contact details
Address
9th Floor-Crescenzo, C-38 & 39-G Block, Bandra-Kurla Complex,Bandra (East) Mumbai 400051
Phone
022-61793000 / 1800-425-5425
Launch Date
29 Jun 1987
E-mail
NA
Website
www.sbimf.com
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,
Email
[email protected]
Website
www.camsonline.com
Compare funds
SBI Retirement Benefit Fund Aggressive Plan Regular IDCW
VS
Add mutual fund to compare

	3M	6M	1Y	All
Fund returns	2.8%	12.2%	14.5%	62.4%
Category average	NA	NA	19.4%	NA
Rank with in category	71	65	38	NA

Name	Sector	Instrument	Assets
HDFC Bank Ltd.	Financial	Equity	8.5%
ICICI Bank Ltd.	Financial	Equity	5.7%
Infosys Ltd.	Technology	Equity	5.4%
Maruti Suzuki India Ltd.	Automobile	Equity	4.2%
Axis Bank Ltd.	Financial	Equity	4.1%
ABB India Ltd.	Capital Goods	Equity	3.8%
Larsen & Toubro Ltd.	Construction	Equity	3.5%
Ultratech Cement Ltd.	Construction	Equity	3.5%
Endurance Technologies Ltd.	Automobile	Equity	3.2%
Timken India Ltd.	Capital Goods	Equity	3.1%

Rank (total assets)	#1 in India
Total AUM	₹8,21,488.86Cr

Date of Incorporation	29 Jun 1987

Fund benchmark	S&P BSE 500 Total Return Index

Vaishnavi Tech Park, 3rd & 4th Floor
Sarjapur Main Road, Bellandur
Bengaluru – 560103
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Min. for 1st investment	Not Supported
Min. for 2nd investment onwards	Not Supported

Rating	NA
Fund size	₹1,762.28Cr

SBI Retirement Benefit Fund Aggressive Plan Regular IDCW

Return calculator

Understand terms

Annualised returns

Absolute returns

Returns and rankings

Holdings (44)

Understand terms

Expense ratio

Tax

Exit load

Stamp duty

Past expense ratio & exit load

Expense ratio, exit load and tax

Expense ratio: 2.07%

Exit load

Stamp duty

Tax implication

Minimum investment amounts

Fund management

Ardhendu BhattacharyaJun 2021 - PresentView details

Rohit ShimpiOct 2021 - PresentView details

Pradeep KesavanDec 2023 - PresentView details

Fund house & investment objective

Fund house contact details

Compare funds

Ardhendu Bhattacharya
Jun 2021 - Present
View details

Rohit Shimpi
Oct 2021 - Present
View details

Pradeep Kesavan
Dec 2023 - Present
View details