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SBI Mutual Fund · Retirement Fund
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth
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.
Mixed AssetBenchmark · CRISIL Hybrid 35+65 - Aggressive IndexTER · 2.07%Inception · 05-02-2021
NAV
₹18.59
+0.49% · as of 14-05-2026
Since inception
12.31%
CAGR
Benchmark (inception)
11.90%
CAGR
Fund size
₹16 Cr
AUM
Expense ratio
2.07%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +12.31% CAGR vs benchmark +11.90%.
Portfolio
Where the money is invested
Top holdings
HDFC BANK LIMITED EQ NEW FV RE. 1/-5.81%
SBI Gold ETF5.21%
TREPS5.10%
6.48% Government of India4.93%
RELIANCE INDUSTRIES LIMITED EQ4.77%
ICICI BANK LIMITED EQ NEW FV RS. 2/-4.57%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-3.24%
STATE BANK OF INDIA EQ NEW RE. 1/-3.20%
MARUTI SUZUKI INDIA LIMITED EQ2.93%
National Highways Infra Trust2.91%
Sector allocation
Financial Services22.23%
Automobile and Auto Components9.73%
Capital Goods7.90%
Consumer Services5.93%
Oil, Gas & Consumable Fuels4.77%
Information Technology4.60%
Consumer Durables3.96%
Healthcare3.63%
Construction3.24%
Construction Materials2.63%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 12.3% p.a.₹10,000
10 years
Projected value
₹23,66,755
Invested: ₹12,00,000
Gained: ₹11,66,755
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Rohit Shimpi, Mr. Ardhendu Bhattacharya
Manager since fund inception data not available
ISIN & identifiers
AMFI code
148695
ISIN (Growth)
INF200KA1S71
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Retirement Fund funds
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