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: 1.94% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,753.41 Cr As on 30-04-2025(Source:AMFI)
Turn over: - | Exit Load:

NA

19.8491

17.11%

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 13.01
Sharpe Ratio 0.66
Alpha 0.51
Beta 0.84
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 5.42 17.01 18.8 - -
PGIM India Retirement Fund - Regular Plan - Growth Option 15-04-2024 13.48 - - - -
Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth 01-03-2019 13.12 19.39 16.41 15.94 -
Axis Retirement Fund - Dynamic Plan - Regular Growth 05-12-2019 12.09 21.1 17.16 16.39 -
UTI Retirement Fund - Regular Plan 26-12-1994 11.96 15.49 14.39 16.35 9.66
Axis Retirement Fund - Aggressive Plan - Regular Growth 01-12-2019 11.57 20.4 16.38 16.5 -
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth 10-03-2019 11.01 20.88 17.98 18.42 -
Tata Retirement Savings Fund- Moderate Plan-Regular Plan-Growth Option 01-11-2011 10.91 20.08 17.8 19.29 11.91
HDFC Retirement Savings Fund - Equity Plan - Growth Option 07-02-2016 10.84 22.84 23.01 30.91 -
Nippon India Retirement Fund- Income Generation Scheme-Growth Plan - Growth Option 05-02-2015 10.75 10.76 10.95 8.75 7.45

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

14.37%

Others

2.1%

Large Cap

64.92%

Mid Cap

18.61%

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