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SBI Retirement Benefit Fund-Aggrs Hyb Plan-Dir(G)
10.74
3.30
12.87
1.03
1.56
2.34
3.65
14.28
7
1.83
12.87
SBI Retirement Benefit Fund-Aggrs Hyb Plan-Dir(G)
1.73
11.63
1.19
3.5
5 Years

SIP TrendupInvest in Mutual Funds at 0 Transaction cost

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  • NAV

    20.49

    22 Jul 2026

  • -0.89%

     1 Day

  • 10.74%

    3Y CAGR returns

Note: Data shown is for Direct Plan. Our Platform offers Regular Plans only. Returns may differ due to expense ratio differences.
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  • ₹ 500

    Min SIP

  • ₹ 5000

    Min Lumpsum

  • 1.13%

    Expense Ratio

  • 4

     Rating

  • 1,616 Cr

    Fund Size

  • 5 Years

    Fund Age

SIP Calculator

SIP One-Time
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  • Invested Amount
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  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
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  • Invested Amount
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  • Wealth Gained
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Scheme Performance

Returns and Ranks ( as on 22 Jul 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 3.30%
  • 10.74%
  • 12.87%
  • 14.28

Scheme Allocation

By Holding By Sector By Asset
5.77%
5.75%
4.72%
4.51%
3.48%
75.77%
View All

Advance Ratio

  • 4.65Alpha
  • 3.46SD
  • 0.82Beta
  • 0.46Sharpe

Exit Load & Tax Implication

  • Exit Load
  • Nil
  • Tax implication
  • Returns are taxed as per your Income Tax slab.

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 classes. However, there can be no assurance that the investment objective of the Scheme will be realized.

Fund Managers

Ardhendu Bhattacharya

Risk-o-meter

Low Low to
moderate Moderate Moderately
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High

AMC Contact Details

  • Address :
  • 9th Floor,Crescenzo, C-39&39, G Block, Bandra kurla complex, Bandra (east), Mumbai-400 051.
    • Contact :
    • +91022-61793000
    • Email ID :
    • customer.delight@sbimf.com

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