No NFO data available for this page.

3 Year return

21.74%
20222022Jul '22Jul '2220232023Jul '23Jul '2320242024
Launched on January 2021 (4 years)

Investment Details

₹500

Minimum SIP Amount

₹5000

Minimum one time investment

No data found for this scheme

Calculate Returns

Based on past performance of this fund

ENTER AMOUNT

Your Investment ₹18,000
Gain
  • 41.86%
  • ₹7,534
  • Total Value
  • ₹25,534

Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹2319.56 Cr.

Expense Ratio

0.83% (inclusive of GST)

Exit Load

Nil

Ratings

ARQ Rating
0

Ratings by other agencies

0
0
0

Tax Implications

There are no records found for Tax Implications.

Fund Holdings

Holdings
₹2319.56Crores
Other Holdings% of Asset
Reliance Industr3.79 %
Larsen & Toubro3.25 %
UltraTech Cem.3.11 %
Axis Bank3.06 %
Endurance Tech.2.99 %
A B B2.9 %
Kajaria Ceramics2.86 %
Timken India2.75 %
TREPS2.44 %
Schaeffler India2.35 %
Hindalco Inds.2.35 %
Abbott India2.25 %
Kotak Mah. Bank2.24 %
L&T Technology2.22 %
Grindwell Norton2.09 %
TVS Motor Co.2.04 %
Divi's Lab.2.04 %
Power Grid Corpn1.89 %
Esab India1.81 %
Chalet Hotels1.77 %
Sona BLW Precis.1.75 %
Indian Hotels Co1.67 %
Cholaman.Inv.&Fn1.56 %
Phoenix Mills1.52 %
GSEC20281.51 %
HDFC AMC1.39 %
Carborundum Uni.1.29 %
ICICI Lombard1.29 %
Page Industries1.18 %
ZF Commercial1.16 %
FSN E-Commerce1.16 %
GSEC20241.08 %
SBFC Finance1.03 %
AIA Engineering1.03 %
V-Guard Industri1.01 %
Team Lease Serv.0.86 %
Nuvoco Vistas0.71 %
KARNATAKA SDL 20250.54 %
Hawkins Cookers0.54 %
West Bengal 20240.43 %
H U D C O0.23 %
Net CA & Others-0.08 %

SBI Mutual Fund Managers

DA

Dinesh Ahuja

Fund Manager since Apr 2022

View Details

Fund House Details

SBI Mutual Fund

SBI Mutual Fund Asset management company

AUM ₹915,901.53 Cr.
No. of Schemes 213
Setup Date June 1987

Peer Comparison

Comparison with other similar funds

Schemes by SBI Mutual Fund

List of mutual fund schemes by AMC

About SBI Retirement Benefit Fund Aggressive Plan Direct Plan Growth

The SBI Retirement Benefit Fund Aggressive Plan Direct Plan Growth is a fund by SBI Mutual Fund. It falls under the solution-oriented funds category. SBI Retirement Benefit Fund Aggressive Plan Direct Plan Growth invests in asset classes with an aim to save for retirement. It is an open-ended fund, which gives the investor an opportunity to invest at any time. The expense ratio of SBI Retirement Benefit Fund Aggressive Plan Direct Plan Growth is lower than the category average.

Investment Objective of the Scheme

SBI Retirement Benefit Fund Aggressive Plan Direct Plan Growth aims to generate capital appreciation by investing for the long term to help with retirement savings.

Key Features of The Fund

5-year return NA
Expense Ratio 0.83%
Fund Manager Dinesh Ahuja
Fund Size ₹2319.56 Cr
Risk Profile Very High

Is This Scheme Right for Me?

The SBI Retirement Benefit Fund Aggressive Plan Direct Plan Growth is a growth fund that aims for retirement savings solutions for investors. Hence, it is suitable for investors who are planning to invest for retirement. If retirement savings are your investment objective and can take a moderate risk, you can understand the fund thoroughly and make a decision.

AMC Contact Details

Name SBI Mutual Fund
Launch Date June 1987
Addresss 9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Mumbai, Maharashtra, India - 400 051
Contact 1800 209 33331800 425 5425
Email customer.delight@sbimf.com
Website https://www.sbimf.com/

Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

Combat Inflation with SIP Investments

Compound growth and steady contributions through SIPs balance the negative effects of inflation, guaranteeing that your money increases faster than inflation. Use Angel One's free SIP calculator online to estimate potential returns and plan your inflation-hedging investment strategy effectively.

FAQs

What is today's NAV of SBI Retirement Benefit Fund Aggressive?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of SBI Retirement Benefit Fund Aggressive on May 29 2024, is ₹19.9064

FAQs

What is today's NAV of SBI Retirement Benefit Fund Aggressive?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of SBI Retirement Benefit Fund Aggressive on May 29 2024, is ₹19.9064