SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular-Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -0.40%
NAV: ₹19.71 as on Thu Nov 05, 2026
Fund NAV

Fund Overview of SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular-Growth

  • ₹1,587.5 Cr
    AUM
  • ₹19.71
    NAV
  • 2.14%
    Expense Ratio
  • Hybrid
    Fund Category
As on Thu Nov 05, 2026
Calculate your Returns
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular-Growth Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -0.40% NA 2.67%
6 Months 4.96% NA 10.68%
1 Year 2.32% 2.32% 2.84%
2 Years 6.04% 2.98% 17.05%
3 Years 31.00% 9.42% 16.22%
5 Years 56.81% 9.42% 18.30%
View More
As on Thu Nov 05, 2026

Asset Allocation of SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular-Growth

equities

78.57%

debt instruments

0.56%

other assets or cash equivalents

4.18%
Large Cap: 48.29%
Mid Cap: 24.86%
Small Cap: 26.85%
Other: 0.00%
Top Holdings
Repo
10.31%
Sbi Etf Gold
9.20%
Sbi Etf Gold
9.20%
Sbi Etf Gold
9.20%
Sbi Etf Gold
9.20%
 
Top Sectors
Unspecified
109.22%
Financial
48.11%
Entities
6.67%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular-Growth

SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular-Growth is one Hybrid mutual fund offered by SBI Mutual Fund. Launched on 10 Feb 2021, the fund aims Long term capital appreciation. Investment predominantly in equity and equity related instruments & balance in debt and money market instruments. It manages assets worth ₹1,587.5 crore as on Wed Sep 30, 2026. The expense ratio stands at 2.14%.
The portfolio allocation consists of 78.57% in equities, 0.56% in debt instruments, 4.18% in other assets or cash equivalents.Managed by Ardhendu Bhattacharya, it has delivered a return of 2.32% in the last year, a total return since inception of 12.56%.
Selecting an appropriate best sip investment has a vital part for financial planning.

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  • Pradeep Kesavan

    Fund Manager

  • Mr. Kesavan has done B.Com, MBA (Finance) and CFA

    Manager Education

  • Rohit Shimpi

    Fund Manager

  • Mr. Shimpi is a B. Com., PGDBM (Finance), CFA.

    Manager Education

  • Ardhendu Bhattacharya

    Fund Manager

  • Mr. Bhattacharya is a MBA (Marketing) and Bachelor of Engineering.

    Manager Education

Key Metrics of SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular-Growth

  • Standard Deviation
    12.39%
  • Mean
    8.36%
  • Sharpe Ratio
    0.23%
  • Sortino Ratio
    0.29%

SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular-Growth Fund Details

Fund Names SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular-Growth
Inception Date 10 Feb 2021
Lock In 1825
SIP Minimum Investment amount ₹500
SWP Minimum Investment amount ₹500
STP Minimum Investment amount ₹500
 
Risk Principal at very high risk
Category Average Annual Returns 2.84
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

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SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular-Growth Fund Returns Comparison

Compare SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular-Growth with other mutual funds in the same category

SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular-Growth

Bank Of India Aggressive Hybrid Fund Direct-Growth

Bank Of India Aggressive Hybrid Fund Direct-IDCW

Compare more funds

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Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Bank Of India Aggressive Hybrid Fund Direct-Growth trend ₹2,196 -0.87% -0.51% 11.18% 16.08% 14.23%
Bank Of India Aggressive Hybrid Fund Direct-IDCW trend ₹2,196 -0.87% -0.51% 11.18% 16.08% 14.23%
ICICI Prudential Retirement Fund - Hybrid Aggressive Plan Direct-Growth trend ₹1,268 0.86% -4.48% 2.04% 17.54% 13.85%
ICICI Prudential Retirement Fund - Hybrid Aggressive Plan Direct-IDCW trend ₹1,268 0.86% -4.48% 2.04% 17.54% 13.85%
ICICI Prudential Aggressive Hybrid Fund Direct-Growth trend ₹50,706 4.09% -1.14% 0.54% 13.73% 13.59%
ICICI Prudential Aggressive Hybrid Fund Direct-IDCW Half Yearly trend ₹50,706 4.09% -1.14% 0.54% 13.73% 13.59%
ICICI Prudential Aggressive Hybrid Fund Direct-IDCW Monthly trend ₹50,706 4.09% -1.14% 0.54% 13.73% 13.59%
ICICI Prudential Aggressive Hybrid Fund Direct-IDCW Yearly trend ₹50,706 4.09% -1.14% 0.54% 13.73% 13.59%
Edelweiss Aggressive Hybrid Fund Direct-Growth trend ₹3,875 4.25% -0.51% 2.59% 13.94% 13.31%
Edelweiss Aggressive Hybrid Fund Direct-IDCW trend ₹3,875 4.25% -0.51% 2.59% 13.94% 13.31%
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increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from SBI Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
SBI Aggressive Hybrid Fund-Growth increase ₹86,163 4.05% -0.93% 3.14% 2.65% 12.47%
SBI Aggressive Hybrid Fund Direct Plan-Growth increase ₹86,163 4.11% -0.76% 3.48% 3.32% 13.21%
SBI Aggressive Hybrid Fund-IDCW increase ₹86,163 4.05% -0.93% 3.14% 2.65% 12.47%
SBI Aggressive Hybrid Fund Direct Plan-IDCW increase ₹86,163 4.11% -0.76% 3.48% 3.32% 13.21%
SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct-Growth increase ₹1,587 3.99% -0.16% 5.47% 3.33% 10.54%
SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular-IDCW increase ₹1,587 3.91% -0.40% 4.96% 2.32% 9.42%
SBI Retirement Benefit Fund - Aggressive Hybrid Plan Direct-IDCW increase ₹1,587 3.99% -0.16% 5.47% 3.33% 10.54%
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increase growth is based on 1-month returns of the funds

SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular-Growth Calculator

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
SBI Aggressive Hybrid Fund Direct Plan-Growth trend ₹86,163 ₹354.05 13.21% 9.86% 12.51%
SBI Aggressive Hybrid Fund-Growth trend ₹86,163 ₹317.82 12.47% 9.13% 11.67%
SBI Aggressive Hybrid Fund Direct Plan-IDCW trend ₹86,163 ₹103.60 13.21% 9.86% 12.51%
SBI Aggressive Hybrid Fund-IDCW trend ₹86,163 ₹67.35 12.47% 9.13% 11.67%
ICICI Prudential Aggressive Hybrid Fund Direct-Growth trend ₹50,706 ₹453.78 13.73% 13.59% 15.40%
ICICI Prudential Aggressive Hybrid Fund-Growth trend ₹50,706 ₹405.98 13.07% 12.93% 14.56%
ICICI Prudential Aggressive Hybrid Fund-IDCW Half Yearly trend ₹50,706 ₹24.44 13.07% 12.93% 14.56%
ICICI Prudential Aggressive Hybrid Fund Direct-IDCW Half Yearly trend ₹50,706 ₹28.14 13.73% 13.59% 15.40%
ICICI Prudential Aggressive Hybrid Fund Direct-IDCW Monthly trend ₹50,706 ₹70.17 13.73% 13.59% 15.40%
ICICI Prudential Aggressive Hybrid Fund-IDCW Monthly trend ₹50,706 ₹42.57 13.07% 12.93% 14.56%
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Top funds are based on Fund AUM

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SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular-Growth Detailed Portfolio

Stocks Sector % of Holding Value
RepoUnspecified10.31%₹162.47 Cr
Sbi Etf GoldUnspecified9.20%₹153.80 Cr
Sbi Etf GoldUnspecified9.20%₹153.80 Cr
Sbi Etf GoldUnspecified9.20%₹153.80 Cr
Sbi Etf GoldUnspecified9.20%₹153.80 Cr
Sbi Etf GoldUnspecified9.20%₹153.80 Cr
Sbi Etf GoldUnspecified9.20%₹153.80 Cr
Sbi Etf GoldUnspecified9.20%₹153.80 Cr
Sbi Etf GoldUnspecified9.26%₹146.96 Cr
Sbi Etf GoldUnspecified9.26%₹146.96 Cr
Sbi Etf GoldUnspecified9.26%₹146.96 Cr
Hdfc Bank LtdFinancial7.36%₹117.49 Cr
Hdfc Bank LtdFinancial6.92%₹117.31 Cr
Hdfc Bank LtdFinancial6.80%₹115.41 Cr
Hdfc Bank LtdFinancial6.84%₹114.95 Cr
Hdfc Bank LtdFinancial6.84%₹114.95 Cr
Hdfc Bank LtdFinancial6.81%₹110.72 Cr
Hdfc Bank LtdFinancial6.53%₹108.19 Cr
RepoUnspecified6.74%₹106.58 Cr
Central Government Loan 20388 Goi 07dc31 Flt Fv Rs 100Entities6.67%₹106.44 Cr
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Frequently Asked Questions

SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular-Growth

What is the current AUM of SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular-Growth?

As of Wed Sep 30, 2026, SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular-Growth manages assets worth ₹1,587.5 crore

How has SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular-Growth performed recently?

  • 3 Months: -0.40%
  • 6 Months: 4.96%

What is the long-term performance of SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular-Growth?

  • 3 Years CAGR: 9.42%
  • 5 Years CAGR: 9.42%
  • Since Inception: 12.56%

What is the portfolio composition of SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular-Growth?

Equity: 78.57%, Debt: 0.56%, Commodities: 9.05%, Others: 4.18%.

Who manages SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular-Growth?

SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular-Growth is managed by Ardhendu Bhattacharya from SBI Mutual Fund.

What is the market-cap allocation of SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular-Growth?

Large Cap: 48.29%, Mid Cap: 24.86%, Small Cap: 26.85%.

Which are the top companies SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular-Growth has invested in?

  • Repo – 10.31% of the fund's portfolio
  • SBI ETF Gold – 9.20% of the fund's portfolio
  • SBI ETF Gold – 9.20% of the fund's portfolio
  • SBI ETF Gold – 9.20% of the fund's portfolio
  • SBI ETF Gold – 9.20% of the fund's portfolio

Which are the major sectors SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular-Growth focuses on?

  • Unspecified – 109.22% of the fund's portfolio
  • Financial – 48.11% of the fund's portfolio
  • Entities – 6.67% of the fund's portfolio
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