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3 Year return
21.74%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹2319.56 Cr.
Expense Ratio
0.83% (inclusive of GST)
Exit Load
Nil
Tax Implications
Fund Holdings
Other Holdings | % of Asset |
---|---|
Reliance Industr | 3.79 % |
Larsen & Toubro | 3.25 % |
UltraTech Cem. | 3.11 % |
Axis Bank | 3.06 % |
Endurance Tech. | 2.99 % |
A B B | 2.9 % |
Kajaria Ceramics | 2.86 % |
Timken India | 2.75 % |
TREPS | 2.44 % |
Schaeffler India | 2.35 % |
Hindalco Inds. | 2.35 % |
Abbott India | 2.25 % |
Kotak Mah. Bank | 2.24 % |
L&T Technology | 2.22 % |
Grindwell Norton | 2.09 % |
TVS Motor Co. | 2.04 % |
Divi's Lab. | 2.04 % |
Power Grid Corpn | 1.89 % |
Esab India | 1.81 % |
Chalet Hotels | 1.77 % |
Sona BLW Precis. | 1.75 % |
Indian Hotels Co | 1.67 % |
Cholaman.Inv.&Fn | 1.56 % |
Phoenix Mills | 1.52 % |
GSEC2028 | 1.51 % |
HDFC AMC | 1.39 % |
Carborundum Uni. | 1.29 % |
ICICI Lombard | 1.29 % |
Page Industries | 1.18 % |
ZF Commercial | 1.16 % |
FSN E-Commerce | 1.16 % |
GSEC2024 | 1.08 % |
SBFC Finance | 1.03 % |
AIA Engineering | 1.03 % |
V-Guard Industri | 1.01 % |
Team Lease Serv. | 0.86 % |
Nuvoco Vistas | 0.71 % |
KARNATAKA SDL 2025 | 0.54 % |
Hawkins Cookers | 0.54 % |
West Bengal 2024 | 0.43 % |
H U D C O | 0.23 % |
Net CA & Others | -0.08 % |
SBI Mutual Fund Managers
DA
Dinesh Ahuja
Fund Manager since Apr 2022
Fund House Details
SBI Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Nippon India Retirement Fund Wealth Creation Scheme Direct Plan IDCW Payout |
21.62% |
3.5 |
Aditya Birla Sun Life Retirement Fund The 30S Plan Direct Payout of IDCW Payout |
14.01% |
0.5 |
Aditya Birla Sun Life Retirement Fund The 40S Plan Direct Payout of IDCW Payout |
12% |
0.5 |
Schemes by SBI Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan Gr
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan IDCW Payout
Hybrid . Arbitrage Fund
SBI Arbitrage Opportunities Fund Direct Plan IDCW Reinvestment
Equity . Sectoral / Thematic
SBI Automotive Opportunities Fund Direct Plan Growth
Equity . Sectoral / Thematic
SBI Automotive Opportunities Fund Direct Plan IDCW Payout
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 |
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.