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Mutual Funds

SBI Retirement Benefit Fund - Aggressive Plan

SB

SBI Retirement Benefit Fund - Aggressive Plan

Flexi CapRank #39
3/5

NAV (2026-07-14)

19.98

AUM

₹2,024 Cr

Exp. Ratio: 2.07%

RISK LEVEL

Very High

Returns & Performance

1 Year-0.89%1.89% vs cat avgRank #55
3 Year8.75%3.70% vs cat avgRank #45
5 Year11.41%0.07% vs cat avgRank #15
Since Launch13.61%--

Fund vs Category Average

1Y
-0.89%-1.89%
3Y
8.75%-3.70%
5Y
11.41%-0.07%

Pros & Cons

Pros

No notable pros identified

Cons

1Y returns trail category average
3Y returns below category average
5Y returns below category average
Higher expense ratio (2.07%)
1Y category rank outside top 15 (#55)
Overall rank #39 in category
ISININF200KA1S30
NAV₹19.98
NAV Date2026-07-14
AUM₹2,024 Cr
Expense Ratio2.07%
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

Top Holdings

Holdings data not available for this scheme