SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

Fund House: SBI Mutual Fund
Category: Retirement Fund
Launch Date: 05-02-2021
Asset Class: Mixed Asset
Benchmark: BSE 500 TRI
TER: 1.96% As on (28-02-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,493.6 Cr As on 28-02-2025(Source:AMFI)
Turn over: - | Exit Load: Nil

18.5258

15.73%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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 4 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 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.

Current Asset Allocation (%)

Indicators

Standard Deviation 12.92
Sharpe Ratio 0.46
Alpha 0.11
Beta 0.85
Yield to Maturity 6.96
Average Maturity 1.05

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth 05-02-2021 2.25 16.64 12.43 - -
UTI Retirement Fund - Regular Plan 26-12-1994 9.64 15.41 11.43 16.43 9.15
Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth 01-03-2019 9.11 17.99 10.79 15.76 -
Nippon India Retirement Fund- Income Generation Scheme-Growth Plan - Growth Option 05-02-2015 8.27 11.21 8.24 8.26 7.09
ICICI Prudential Retirement Fund - Pure Debt - Growth Option 05-02-2019 8.11 7.27 6.08 5.88 -
SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth 05-02-2021 7.88 10.31 8.62 - -
Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option 01-11-2011 7.8 19.34 12.15 19.15 11.12
Axis Retirement Fund - Dynamic Plan - Regular Growth 05-12-2019 7.35 20.61 11.94 15.43 -
Franklin India Pension Plan-Growth 31-03-1997 7.34 12.95 9.5 11.47 7.82
Axis Retirement Fund - Aggressive Plan - Regular Growth 01-12-2019 7.33 20.03 10.56 16.03 -

Scheme Characteristics

Invests in at least three asset classes with a minimum allocation of at least 10% each in all three asset classes.

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

13.59%

Others

1.82%

Large Cap

65.31%

Mid Cap

19.28%

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