Fund Details
SBI Retirement Benefit Fund Aggressive Plan Regular Growth
| Risk | Very High |
|---|---|
| Min SIP Amount | Not Supported |
| Expense Ratio | 2.68% |
| NAV | ₹11.12 (11 Jun 2021) |
|---|---|
| Fund Started | 09 Feb 2021 |
| Fund Size | ₹463 Cr |
Comparison
Found nothing so far.
Found nothing so far.
Top Holdings
| Name | Sector | Instrument | % Assets |
|---|---|---|---|
| ICICI Bank Ltd. | Financial | Equity | 5.3% |
| HDFC Bank Ltd. | Financial | Equity | 5.0% |
| HCL Technologies Ltd. | Technology | Equity | 4.0% |
| State Bank of India | Financial | Equity | 3.8% |
| GOI | Sovereign | GOI Sec | 3.6% |
| Page Industries Ltd. | Textiles | Equity | 3.4% |
| Relaxo Footwears Ltd. | FMCG | Equity | 3.4% |
| Navin Fluorine International Ltd. | Chemicals | Equity | 3.4% |
| Asian Paints Ltd. | Chemicals | Equity | 3.3% |
| Hindalco Industries Ltd. | Metals | Equity | 3.2% |
Fund Managers
SBI Retirement Benefit Fund Aggressive Plan Regular Growth Details
SBI Retirement Benefit Fund Aggressive Plan Regular Growth 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 Regular Growth fund.The fund currently has an Asset Under Management(AUM) of ₹463 Cr and the Latest NAV as of 11 Jun 2021 is ₹11.12.
The SBI Retirement Benefit Fund Aggressive Plan Regular Growth 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.
