SBI Retirement Benefit Fund - Aggressive Hybrid Plan
SBI Retirement Benefit Fund - Aggressive Hybrid Plan
Aggressive HybridRank #16
3/5
NAV (2026-07-14)
₹19.24
AUM
₹1,615.82 Cr
Exp. Ratio: 2.18%
RISK LEVEL
Very High
Returns & Performance
1 Year1.91%0.70% vs cat avgRank #14
3 Year9.34%1.87% vs cat avgRank #29
5 Year11.06%0.61% vs cat avgRank #13
Since Launch12.82%--
Fund vs Category Average
1Y
1.91%+0.70%
3Y
9.34%-1.87%
5Y
11.06%+0.61%
Pros & Cons
Pros
✔Outperforms category avg on 1Y returns
✔Above category avg 5Y returns
✔Decent 1Y category rank (#14)
Cons
✖3Y returns below category average
✖Higher expense ratio (2.18%)
✖Overall rank #16 in category
ISININF200KA1S71
NAV₹19.24
NAV Date2026-07-14
AUM₹1,615.82 Cr
Expense Ratio2.18%
RiskVery High
Rating3 / 5
Lock-in Period5 days
Min SIP Amount₹500
Max SIP Amount₹999999999
Min Additional Inv.₹1000
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1987-06-29
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.
Exit Load--
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.
Pradeep Kesavan
Mr. Kesavan has done B.Com, MBA (Finance) and CFA
Prior to joining SBI MF, he has worked with Elara Capital, Accenture Strategy, Morgan Stanley and 3i Infotech
