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SBI Retirement Benefit Fund - Aggressive Plan
Regular
Direct
3 Year Absolute Returns
40.71% ↑
NAV (₹) on 17 Apr 2026
19.50
1 Day NAV Change
0.76%
Risk Level
Very High Risk
Rating
-
SBI Retirement Benefit Fund - Aggressive Plan is a Equity mutual fund categorized under Hybrid, offered by SBI Funds Management Ltd.. Launched on 20 Jan 2021, investors can start with a minimum SIP of ... Read more
NAV History
Fund Details
Min. SIP Amount
₹500
Inception Date
20 Jan 2021
Min. Lumpsum Amount
₹ 5,000
Fund Age
5 Yrs
AUM
₹ 2,718.98 Cr.
Benchmark
BSE 500 Total Return
Expense Ratio
1.95%
Scheme Type
Open Ended
Exit Load
Nil%
Returns Calculator
Investment amount per month
₹1,000
Over the past
Would have become
On total investment of
*Calculation based on past performance of this fund.
Asset Allocation
AUM
₹ 2,718.98 Cr
Equity
292.89%
Debt
2.51%
Money Market & Cash
5.32%
Sector Holdings
| Sectors | Weightage |
|---|---|
| Finance - Banks - Private Sector | 18.31% |
| Refineries | 6.08% |
| Bearings | 4.36% |
| IT Consulting & Software | 4.36% |
| Finance - Banks - Public Sector | 4.15% |
| Construction, Contracting & Engineering | 4.06% |
| Auto - Cars & Jeeps | 3.67% |
| Hotels, Resorts & Restaurants | 3.53% |
| Cement | 3.36% |
| Pharmaceuticals | 3.15% |
| Realty | 2.76% |
| Services - Others | 2.58% |
| Paints/Varnishes | 2.54% |
| Aluminium | 2.18% |
| Non-Banking Financial Company (NBFC) | 2.11% |
| Auto - 2 & 3 Wheelers | 1.96% |
| Engineering - General | 1.91% |
| Auto Ancl - Susp. & Braking - Others | 1.87% |
| Abrasives And Grinding Wheels | 1.73% |
| Chemicals - Others | 1.65% |
| Holding Company | 1.50% |
| Electric Equipment - General | 1.46% |
| E-Commerce/E-Retail | 1.32% |
| Chemicals - Speciality | 1.28% |
| IT Enabled Services | 1.27% |
| Auto Ancl - Others | 1.27% |
| Consumer Electronics | 1.24% |
| Power - Generation/Distribution | 1.20% |
| Treps/Reverse Repo | 1.19% |
| Forgings | 1.15% |
| Ceramics/Tiles/Sanitaryware | 1.15% |
| Sugar | 1.14% |
| Welding Equipments | 1.11% |
| Hospitals & Medical Services | 1.06% |
| Finance - Life Insurance | 1.04% |
| Instrumentation & Process Control | 1.00% |
| Airlines | 0.99% |
| Finance & Investments | 0.97% |
| Government Securities | 0.93% |
| Textiles - Readymade Apparels | 0.92% |
| Castings/Foundry | 0.41% |
| Finance - Term Lending Institutions | 0.19% |
Stock Holdings
| Name | Weightage | Value (in Cr.) | Sector |
|---|---|---|---|
| HDFC Bank Ltd. | 7.13% | ₹ 193.99 | Finance - Banks - Private Sector |
| Reliance Industries Ltd. | 6.08% | ₹ 165.43 | Refineries |
| ICICI Bank Ltd. | 5.79% | ₹ 157.53 | Finance - Banks - Private Sector |
| State Bank of India | 4.15% | ₹ 112.91 | Finance - Banks - Public Sector |
| Larsen & Toubro Ltd. | 4.06% | ₹ 110.34 | Construction, Contracting & Engineering |
| Maruti Suzuki India Ltd. | 3.67% | ₹ 99.80 | Auto - Cars & Jeeps |
| Infosys Ltd. | 3.28% | ₹ 89.30 | IT Consulting & Software |
| Ultratech Cement Ltd. | 2.86% | ₹ 77.69 | Cement |
| Axis Bank Ltd. | 2.84% | ₹ 77.23 | Finance - Banks - Private Sector |
| Urban Company Ltd. | 2.58% | ₹ 70.08 | Services - Others |
| Kotak Mahindra Bank Ltd. | 2.55% | ₹ 69.27 | Finance - Banks - Private Sector |
| Timken India Ltd. | 2.27% | ₹ 61.60 | Bearings |
| Hindalco Industries Ltd. | 2.18% | ₹ 59.26 | Aluminium |
| Bajaj Finance Ltd. | 2.11% | ₹ 57.31 | Non-Banking Financial Company (NBFC) |
| Schaeffler India Ltd. | 2.09% | ₹ 56.90 | Bearings |
| TVS Motor Company Ltd. | 1.94% | ₹ 52.81 | Auto - 2 & 3 Wheelers |
| ZF Commercial Vehicle Control Systems India Ltd. | 1.87% | ₹ 50.85 | Auto Ancl - Susp. & Braking - Others |
| Navin Fluorine International Ltd. | 1.65% | ₹ 44.99 | Chemicals - Others |
| Abbott India Ltd. | 1.64% | ₹ 44.57 | Pharmaceuticals |
| Jubilant Foodworks Ltd. | 1.52% | ₹ 41.24 | Hotels, Resorts & Restaurants |
| Divi's Laboratories Ltd. | 1.51% | ₹ 41.03 | Pharmaceuticals |
| Asian Paints Ltd. | 1.51% | ₹ 41.14 | Paints/Varnishes |
| Bajaj Finserv Ltd. | 1.50% | ₹ 40.80 | Holding Company |
| ABB India Ltd. | 1.46% | ₹ 39.77 | Electric Equipment - General |
| FSN E-Commerce Ventures Ltd. | 1.32% | ₹ 35.77 | E-Commerce/E-Retail |
| Pidilite Industries Ltd. | 1.28% | ₹ 34.70 | Chemicals - Speciality |
| L&T Technology Services Ltd. | 1.27% | ₹ 34.65 | IT Enabled Services |
| Thermax Ltd. | 1.27% | ₹ 34.56 | Engineering - General |
| Endurance Technologies Ltd. | 1.27% | ₹ 34.54 | Auto Ancl - Others |
| The Indian Hotels Company Ltd. | 1.26% | ₹ 34.26 | Hotels, Resorts & Restaurants |
| Voltas Ltd. | 1.24% | ₹ 33.73 | Consumer Electronics |
| Torrent Power Ltd. | 1.20% | ₹ 32.65 | Power - Generation/Distribution |
| TREPS | 1.19% | ₹ 32.41 | Others |
| Kajaria Ceramics Ltd. | 1.15% | ₹ 31.19 | Ceramics/Tiles/Sanitaryware |
| Sona Blw Precision Forgings Ltd. | 1.15% | ₹ 31.18 | Forgings |
| Balrampur Chini Mills Ltd. | 1.14% | ₹ 31.07 | Sugar |
| Grindwell Norton Ltd. | 1.13% | ₹ 30.80 | Abrasives And Grinding Wheels |
| ESAB India Ltd. | 1.11% | ₹ 30.15 | Welding Equipments |
| LTIMindtree Ltd. | 1.08% | ₹ 29.30 | IT Consulting & Software |
| Dr. Lal Path labs Ltd. | 1.06% | ₹ 28.87 | Hospitals & Medical Services |
| ICICI Prudential Life Insurance Company Ltd. | 1.04% | ₹ 28.28 | Finance - Life Insurance |
| Oberoi Realty Ltd. | 1.03% | ₹ 28.07 | Realty |
| Berger Paints India Ltd. | 1.03% | ₹ 27.88 | Paints/Varnishes |
| Honeywell Automation India Ltd. | 1.00% | ₹ 27.11 | Instrumentation & Process Control |
| Interglobe Aviation Ltd. | 0.99% | ₹ 26.82 | Airlines |
| HDB Financial Services Ltd. | 0.97% | ₹ 26.28 | Finance & Investments |
| Page Industries Ltd. | 0.92% | ₹ 25.04 | Textiles - Readymade Apparels |
| 6.48% CGL 2035 | 0.89% | ₹ 24.07 | Others |
| Godrej Properties Ltd. | 0.88% | ₹ 23.84 | Realty |
| DLF Ltd. | 0.85% | ₹ 23.19 | Realty |
| Brigade Hotel Ventures Ltd. | 0.75% | ₹ 20.41 | Hotels, Resorts & Restaurants |
| Pitti Engineering Ltd. | 0.64% | ₹ 17.27 | Engineering - General |
| Carborundum Universal Ltd. | 0.60% | ₹ 16.29 | Abrasives And Grinding Wheels |
| Nuvoco Vistas Corporation Ltd. | 0.50% | ₹ 13.63 | Cement |
| AIA Engineering Ltd. | 0.41% | ₹ 11.10 | Castings/Foundry |
| Housing and Urban Development Corporation Ltd. | 0.19% | ₹ 5.15 | Finance - Term Lending Institutions |
| 6.52% CGL 2031 | 0.04% | ₹ 1.03 | Others |
| TVS Motor Company Ltd. | 0.02% | ₹ 0.64 | Auto - 2 & 3 Wheelers |
Returns
| Annualised returns | ||||
|---|---|---|---|---|
| 9M | 1Y | 2Y | 3Y | |
| Fund returns | -3.93% | 4.47% | 4.33% | 12.06% |
| Category returns | 2.39% | 6.78% | 13.51% | 28.64% |
Fund 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 ... Read more
AMC Details
Name
SBI Funds Management Ltd.
Date of Incorporation
29 Jun 1987
CEO
Mr. Nand Kishore
CIO
Mr. Rajeev Radhakrishnan, Mr. Rama Iyer Srinivasan
Type
Bank Sponsored
Address
9th Floor, Crescenzo,
C-38 & 39, G Block,
Bandra-Kurla Complex,
Bandra (East), Mumbai, Maharashtra, India - 400051
Website
https://www.sbimf.com
Email
Top Funds from Solution Oriented - Retirement
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|
Scheme Name
|
NAV
|
Returns
1Y
3Y
5Y
|
AUM (Cr)
|
Expense Ratio
|
Risk Meter
|
||
|---|---|---|---|---|---|---|---|
|
SBI Conservative Hybrid Fund
Hybrid
Regular
|
₹21.64 | 6.12% | 32.28% | 56.17% | ₹9,546 | 1.54% |
High
|
|
SBI Conservative Hybrid Fund
Hybrid
Regular
|
₹21.64 | 6.12% | 32.28% | 56.17% | ₹9,546 | 1.54% |
High
|
|
SBI Conservative Hybrid Fund - Div (Annual)
Hybrid
Regular
|
₹26.47 | 6.12% | 32.28% | 56.17% | ₹9,546 | 1.10% |
High
|
|
SBI Conservative Hybrid Fund - Div (Annual)
Hybrid
Regular
|
₹26.47 | 6.12% | 32.28% | 56.17% | ₹9,546 | 1.10% |
High
|
|
SBI Conservative Hybrid Fund
Hybrid
Regular
|
₹75.04 | 6.12% | 32.28% | 56.17% | ₹9,546 | 1.54% |
High
|
|
SBI Retirement Benefit Fund - Conservative Hybrid Plan -...
Hybrid
Direct
|
₹15.95 | 3.09% | 30.21% | 56.80% | ₹248 | 1.15% |
High
|
|
SBI Retirement Benefit Fund - Conservative Hybrid Plan -...
Hybrid
Direct
|
₹15.95 | 3.09% | 30.21% | 56.78% | ₹248 | 1.15% |
High
|
|
SBI Liquid Fund
Liquid
Regular
|
₹1,140.91 | 0.01% | 0.26% | 9.67% | ₹57,891 | 0.28% |
Low to Moderate
|
|
SBI Nifty Private Bank ETF
ETF
Regular
|
₹275.63 | 0.18% | 28.69% | 61.45% | ₹366 | 0.15% |
Very High
|
|
SBI MNC Fund - Direct Plan
MidsmallCap
Direct
|
₹402.08 | 6.45% | 28.53% | 61.77% | ₹5,329 | 1.30% |
Very High
|
FAQs
What is the current NAV of SBI Retirement Benefit Fund - Aggressive Plan Regular Growth?
The current Net Asset Value (NAV) of SBI Retirement Benefit Fund - Aggressive Plan Regular Growth is ₹19.50 as of 17 Apr 2026. NAV represents the per-unit market value of the fund and is updated daily based on the closing prices of the underlying securities.
What is the fund size (AUM) of SBI Retirement Benefit Fund - Aggressive Plan Regular Growth?
The Assets Under Management (AUM) of SBI Retirement Benefit Fund - Aggressive Plan Regular Growth is ₹2,718.98 Crores. AUM indicates the total market value of assets managed by the fund and reflects investor confidence and fund popularity.
What are the historical returns of SBI Retirement Benefit Fund - Aggressive Plan Regular Growth?
SBI Retirement Benefit Fund - Aggressive Plan Regular Growth has delivered returns of 4.47% (1 Year), 12.06% (3 Year), 13.90% (5 Year). Past performance does not guarantee future results, and investors should consider their risk appetite before investing.
What is the risk level of SBI Retirement Benefit Fund - Aggressive Plan Regular Growth?
SBI Retirement Benefit Fund - Aggressive Plan Regular Growth has a risk rating of 'Very High' as per the SEBI Riskometer. This indicates the fund is suitable for very aggressive investors comfortable with significant market volatility. Investors should align their investment choices with their personal risk tolerance and financial goals.
What is the minimum investment amount for SBI Retirement Benefit Fund - Aggressive Plan Regular Growth?
The minimum lumpsum investment required for SBI Retirement Benefit Fund - Aggressive Plan Regular Growth is ₹5,000. The fund also offers SIP (Systematic Investment Plan) option starting from as low as ₹500, making it accessible for regular investments. This allows investors to start their mutual fund journey with a manageable amount.
Disclaimer: This is 3rd Party content/feed, viewers are requested to use their discretion and conduct proper diligence before investing, GoodReturns does not take any liability on the genuineness and correctness of the information in this article
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