SBI Retirement Benefit Fund - Aggressive Plan - Direct Plan - Growth
Fund House: SBI Mutual Fund| Category: Retirement Fund |
| Launch Date: 10-02-2021 |
| Asset Class: Mixed Asset |
| Benchmark: BSE 500 TRI |
| TER: 0.86% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 2,893.52 Cr As on 30-05-2025(Source:AMFI) |
| Turn over:
-
|
Exit Load:
NA \n |
21.1092
0.23 (1.108%)
18.39%
Benchmark: 12.53%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
3 Years 3 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The investment objective of the scheme is to provide a comprehensive retirement saving solution that serves the variable needs of the investors through long term diversified investments in major asset classes. However there can be no assurance that the investment objective of the Scheme will be realized.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 13.09 |
| Sharpe Ratio | 0.89 |
| Alpha | 0.89 |
| Beta | 0.87 |
| Yield to Maturity | 6.96 |
| Average Maturity | 1.05 |
PEER COMPARISON
Scheme Characteristics
Invests in at least three asset classes with a minimum allocation of at least 10% each in all three asset classes.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
15.65%
Others
2.2%
Large Cap
63.21%
Mid Cap
18.94%
