SBI Retirement Benefit Fund-Aggrs Hyb Plan Direct Growth
Start investing with ₹100
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NAV
20.57
04 Dec 2025
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0.03%
1 Day
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13.60%
3Y CAGR returns
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₹ 500
Min SIP -
₹ 5000
Min Lumpsum -
1.06%
Expense Ratio -
1,545 Cr
Fund Size -
4 Years
Fund Age
Fund Comparison
Investment Period : 3 Years
Returns and Ranks ( as on 04 Dec 2025 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- 4.32%
- 13.60%
- 16.15
- 3.61Alpha
- 2.76SD
- 0.77Beta
- 0.84Sharpe
- Exit Load
- Nil
- Tax implication
- Returns are taxed as per your Income Tax slab.
moderate Moderate Moderately
High High Very
High
- Fund Name
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- Solution Oriented
- Retirement Fund
- Fund Size (Cr.) - ₹ 6,969
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- Solution Oriented
- Retirement Fund
- Fund Size (Cr.) - ₹ 3,258
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- Solution Oriented
- Retirement Fund
- Fund Size (Cr.) - ₹ 2,117
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- Solution Oriented
- Retirement Fund
- Fund Size (Cr.) - ₹ 2,180
- Fund Name
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- Other
- FoFs Domestic
- AUM - ₹ 2,028
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- Equity
- Sectoral / Thematic
- AUM - ₹ 4,851
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- Other
- FoFs Overseas
- AUM - ₹ 941
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- Equity
- Sectoral / Thematic
- AUM - ₹ 3,203
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- Solution Oriented
- Childrens Fund
- AUM - ₹ 2,693
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- Equity
- ELSS
- AUM - ₹ 28,000
- Address :
- 9th Floor,Crescenzo, C-39&39, G Block, Bandra kurla complex, Bandra (east), Mumbai-400 051.
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- Contact :
- +91022-61793000
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- Email ID :
- customer.delight@sbimf.com
Large Cap
- Fund Name
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- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 32,884
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- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 4,457
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- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 64,223
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- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 1,686
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- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 599
Mid Cap
Multi Cap
ELSS
Focused
Sectoral / Thematic
Small Cap
Dividend Yield
Ultra Short Duration
Liquid Mutual
Gilt Mutual
Long Duration
Overnight Mutual
Floater Mutual
Arbitrage Mutual
Equity Savings Mutual
Aggressive Hybrid Mutual
Other Calculators
FAQs
You can invest in SBI Retirement Benefit Fund-Aggrs Hyb Plan-Dir(G) in a quick and simple process. Follow the below steps
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for SBI Retirement Benefit Fund-Aggrs Hyb Plan-Dir(G) in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"
SBI Retirement Benefit Fund-Aggrs Hyb Plan-Dir(G) has delivered 21.78% since inception
The NAV of SBI Retirement Benefit Fund-Aggrs Hyb Plan-Dir(G) is ₹19.5948 as of 04 Dec 2025
The expense ratio of SBI Retirement Benefit Fund-Aggrs Hyb Plan-Dir(G) is % as of 04 Dec 2025
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units
The AUM of SBI Retirement Benefit Fund-Aggrs Hyb Plan-Dir(G) 1392.05 CR as of 04 Dec 2025
The minimum SIP amount of SBI Retirement Benefit Fund-Aggrs Hyb Plan-Dir(G) is 500
The top stock holdings of SBI Retirement Benefit Fund-Aggrs Hyb Plan-Dir(G) are
- HDFC Bank - 6.84%
- GSEC2031 - 5.69%
- Reliance Industr - 4.60%
- ICICI Bank - 4.45%
- Maruti Suzuki - 3.76%
The top sectors SBI Retirement Benefit Fund-Aggrs Hyb Plan-Dir(G) has invested in are
- Debt - 18.34%
- Banks - 17.32%
- Industrial Products - 9.04%
- Auto Components - 8.62%
- Automobiles - 4.99%
- Step 1: Visit the fund house website
- Step 2: Log in to your account by adding Folio No. and M-Pin
- Step 3: Click on Widhrawal > Redemption
- Step 4: Select SBI Retirement Benefit Fund-Aggrs Hyb Plan-Dir(G) in Scheme, enter the redemption amount, and click on submit button.
Yes, You can select both SIP or Lumpsum investment of SBI Retirement Benefit Fund-Aggrs Hyb Plan-Dir(G) based on your investment objective and risk tolerance