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SBI Retirement Benefit Fund Aggressive Plan Regular Growth

Solution Oriented
Retirement
Very High Risk
5Y Lock Inlock
1M
6M
All
NAV: 21 Sep 2021₹12.53
Min. SIP amountNA
RatingNA
Fund size₹575.20 Cr

Returns and rankings

Category: Solution Oriented Retirement
Absolute returns
1M3M6MAll
Fund returns8.0%13.3%27.2%25.3%
Category averageNANANANA
Rank with in categoryNA177NA
Understand termsinfo

Holdings (34)

NameSectorInstrumentAssets
FinancialEquity4.5%
TextilesEquity4.2%
FinancialEquity4.0%
TechnologyEquity3.8%
FMCGEquity3.3%
State Bank of India
FinancialEquity3.3%
Sona BLW Precision Forgings Ltd.
AutomobileEquity3.2%
ICICI Lombard General Insurance Company Ltd.
InsuranceEquity3.2%
MetalsEquity3.0%
Cholamandalam Investment & Finance Company Ltd.
FinancialEquity2.9%
See All

Expense ratio, exit load and tax

Expense ratio: 2.40%

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 termsinfo
Check past data

Minimum investment amounts

Min. for 1st investmentNA
Min. for 2nd investment onwardsNA
Min. for SIPNA

Fund management

Dinesh Ahuja
Jan 2021 - Present
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Mohit Jain
Jan 2021 - Present
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Gaurav Mehta
Jan 2021 - Present
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Fund house & investment objective

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Fund house contact details

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