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: 1.95% As on (31-03-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,682.72 Cr As on 31-03-2025(Source:AMFI)
Turn over: - | Exit Load: Nil

18.7906

15.87%

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 13.21
Sharpe Ratio 0.45
Alpha -0.06
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 2.75 16.59 14.45 - -
UTI Retirement Fund - Regular Plan 26-12-1994 10.6 15.3 12.64 15.73 9.49
PGIM India Retirement Fund - Regular Plan - Growth Option 15-04-2024 10.52 - - - -
Nippon India Retirement Fund- Income Generation Scheme-Growth Plan - Growth Option 05-02-2015 10.12 10.93 9.21 8.44 7.26
Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth 01-03-2019 9.52 18.8 12.71 14.68 -
SBI Retirement Benefit Fund - Conservative Plan - Regular Plan - Growth 05-02-2021 9.24 10.24 9.31 - -
Axis Retirement Fund - Aggressive Plan - Regular Growth 01-12-2019 8.97 20.37 11.93 15.41 -
Axis Retirement Fund - Dynamic Plan - Regular Growth 05-12-2019 8.72 20.46 13.04 15.34 -
ICICI Prudential Retirement Fund - Pure Debt - Growth Option 05-02-2019 8.64 7.43 6.36 5.99 -
Axis Retirement Fund - Conservative Plan - Regular Growth 05-12-2019 8.43 13.69 8.62 10.23 -

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

15.01%

Others

1.41%

Large Cap

64.74%

Mid Cap

18.84%

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