Last updated~ 17 Dec, 15:31 pm IST

SBI Retirement Benefit Fund - Aggressive Plan Regular - Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -0.45%
Fund NAV

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

  • ₹2,959.9 Cr
    AUM
  • ₹20.31
    NAV
  • 1.92%
    Expense Ratio
  • Equity
    Fund Category
As on Tue Dec 16, 2025

Returns of SBI Retirement Benefit Fund - Aggressive Plan Regular - Growth

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -0.45% NA 3.06%
6 Months 11.67% NA 12.13%
1 Year -3.60% -3.60% 0.23%
2 Years 23.80% 11.27% 19.05%
3 Years 47.63% 13.87% 17.87%
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As on Tue Dec 16, 2025

Asset Allocation

equities

96.74%

debt instruments

0.99%

other assets or cash equivalents

2.27%
Large Cap: 61.94%
Mid Cap: 20.39%
Small Cap: 17.67%
Other: 0.00%
Top Holdings
Hdfc Bank Ltd
9.04%
Hdfc Bank Ltd
8.46%
Hdfc Bank Ltd
8.38%
Hdfc Bank Ltd
8.38%
Hdfc Bank Ltd
8.41%
 
Top Sectors
Financial
137.99%
Consumer Discretionary
82.04%
Industrials
73.83%
Materials
54.78%
Technology
43.09%
Detailed Portfolio Analysis
As on Tue Dec 16, 2025
Invest Now

About Fund

About SBI Retirement Benefit Fund - Aggressive Plan Regular - Growth

SBI Retirement Benefit Fund - Aggressive Plan Regular - Growth is one Equity 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. It manages assets worth ₹2,959.9 crore as on Thu Jul 31, 2025. The expense ratio stands at 1.92%.
The portfolio allocation consists of 96.74% in equities, 0.99% in debt instruments, 2.27% in other assets or cash equivalents. Managed by Ardhendu Bhattacharya, it has delivered a return of -3.60% in the last year, a total return since inception of 16.06%.

Read more
  • 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 Plan Regular - Growth

  • Standard Deviation
    11.91%
  • Sharpe Ratio
    0.52%
  • Alpha
    -0.73%
  • Beta
    0.85%

Fund Details

Fund Names SBI Retirement Benefit Fund - Aggressive 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 0.23
More Details

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Aditya Birla Sun Life Flexi Cap Fund Direct-growth trend ₹23,127 0.03% 3.05% 6.81% 18.45% 17.57%
Aditya Birla Sun Life Focused Fund Direct-growth trend ₹7,731 0.79% 4.27% 6.21% 17.43% 16.81%
Aditya Birla Sun Life Flexi Cap Fund Regular-growth trend ₹23,127 -0.04% 2.84% 5.97% 17.50% 16.61%
Aditya Birla Sun Life Focused Fund Regular-growth trend ₹7,731 0.71% 4.02% 5.24% 16.33% 15.72%
Aditya Birla Sun Life Retirement Fund - The 30s Plan Direct-growth trend ₹411 -0.24% 1.62% 4.97% 16.64% 13.96%
Aditya Birla Sun Life Retirement Fund - The 30s Plan Regular-growth trend ₹411 -0.35% 1.30% 3.66% 15.11% 12.35%
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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 Focused Fund Direct Plan-growth increase ₹37,936 1.49% 5.92% 9.87% 12.49% 18.53%
SBI Focused Fund-growth increase ₹37,936 1.42% 5.72% 9.43% 11.61% 17.53%
SBI Flexicap Fund Direct-growth increase ₹22,117 0.49% 3.24% 6.60% 2.08% 14.04%
SBI Flexicap Fund-growth increase ₹22,117 0.42% 3.03% 6.16% 1.25% 13.09%
SBI Retirement Benefit Fund - Aggressive Plan Direct - Growth increase ₹2,960 -0.42% 1.33% 2.32% 0.28% 14.10%
SBI Nifty 500 Index Fund Regular-growth increase ₹863 -1.18% 0.78% 2.23% 1.09% -
SBI Nifty 500 Index Fund Direct-growth increase ₹863 -1.14% 0.90% 2.48% 1.58% -
SBI Nifty 500 Index Fund Direct-idcw increase ₹863 -1.14% 0.90% 2.48% 1.58% -
SBI Nifty 500 Index Fund Regular-idcw increase ₹863 -1.18% 0.78% 2.23% 1.09% -
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increase growth is based on 1-month returns of the funds

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
Aditya Birla Sun Life Flexi Cap Fund Regular-growth trend ₹23,127 ₹1,869.12 17.50% 16.61% 14.94%
Aditya Birla Sun Life Flexi Cap Fund Direct-growth trend ₹23,127 ₹2,095.71 18.45% 17.57% 15.99%
Aditya Birla Sun Life Focused Fund Direct-growth trend ₹7,731 ₹167.24 17.43% 16.81% 14.75%
Aditya Birla Sun Life Focused Fund Regular-growth trend ₹7,731 ₹147.89 16.33% 15.72% 13.61%
Aditya Birla Sun Life Retirement Fund - The 30s Plan Direct-growth trend ₹411 ₹22.84 16.64% 13.96% -
Aditya Birla Sun Life Retirement Fund - The 30s Plan Regular-growth trend ₹411 ₹20.60 15.11% 12.35% -
View More
Top funds are based on Fund AUM

Detailed Portfolio

Stocks Sector % of Holding Value
Hdfc Bank LtdFinancial9.04%₹267.59 Cr
Hdfc Bank LtdFinancial8.46%₹267.19 Cr
Hdfc Bank LtdFinancial8.38%₹261.81 Cr
Hdfc Bank LtdFinancial8.38%₹261.81 Cr
Hdfc Bank LtdFinancial8.41%₹252.18 Cr
Icici Bank LtdFinancial6.54%₹193.52 Cr
Reliance Industries LtdEnergy & Utilities6.11%₹192.96 Cr
Reliance Industries LtdEnergy & Utilities5.86%₹182.98 Cr
Reliance Industries LtdEnergy & Utilities5.86%₹182.98 Cr
Icici Bank LtdFinancial5.75%₹181.42 Cr
Icici Bank LtdFinancial5.87%₹176.09 Cr
Icici Bank LtdFinancial5.62%₹175.74 Cr
Icici Bank LtdFinancial5.62%₹175.74 Cr
Reliance Industries LtdEnergy & Utilities5.78%₹171.13 Cr
Reliance Industries LtdEnergy & Utilities5.60%₹167.91 Cr
Maruti Suzuki India LtdConsumer Discretionary4.68%₹146.16 Cr
Maruti Suzuki India LtdConsumer Discretionary4.68%₹146.16 Cr
Maruti Suzuki India LtdConsumer Discretionary4.82%₹144.74 Cr
Maruti Suzuki India LtdConsumer Discretionary4.55%₹143.58 Cr
Larsen & Toubro LtdIndustrials4.06%₹128.15 Cr
Larsen & Toubro LtdIndustrials4.06%₹126.93 Cr
Larsen & Toubro LtdIndustrials4.06%₹126.93 Cr
Infosys LtdTechnology3.75%₹118.30 Cr
Infosys LtdTechnology3.96%₹117.25 Cr
Larsen & Toubro LtdIndustrials3.84%₹115.22 Cr
Infosys LtdTechnology3.69%₹115.17 Cr
Infosys LtdTechnology3.69%₹115.17 Cr
Larsen & Toubro LtdIndustrials3.87%₹114.51 Cr
Maruti Suzuki India LtdConsumer Discretionary3.85%₹113.85 Cr
State Bank Of IndiaFinancial3.58%₹112.86 Cr
Infosys LtdTechnology3.73%₹112.03 Cr
State Bank Of IndiaFinancial3.46%₹108.02 Cr
State Bank Of IndiaFinancial3.46%₹108.02 Cr
State Bank Of IndiaFinancial3.35%₹100.58 Cr
Urban Company Ltd.3.19%₹95.81 Cr
State Bank Of IndiaFinancial3.10%₹91.83 Cr
Urban Company Ltd.2.89%₹90.28 Cr
Urban Company Ltd.2.89%₹90.28 Cr
Ultratech Cement LtdMaterials2.99%₹88.56 Cr
Ultratech Cement LtdMaterials2.95%₹88.37 Cr
Ultratech Cement LtdMaterials2.76%₹86.38 Cr
Ultratech Cement LtdMaterials2.76%₹86.38 Cr
Axis Bank LtdFinancial2.70%₹85.10 Cr
Ultratech Cement LtdMaterials2.66%₹83.87 Cr
Kotak Mahindra Bank LtdFinancial2.64%₹83.28 Cr
Kotak Mahindra Bank LtdFinancial2.64%₹82.41 Cr
Kotak Mahindra Bank LtdFinancial2.64%₹82.41 Cr
Axis Bank LtdFinancial2.62%₹81.98 Cr
Axis Bank LtdFinancial2.62%₹81.98 Cr
RepoUnspecified2.73%₹81.86 Cr
Kotak Mahindra Bank LtdFinancial2.60%₹78.11 Cr
Urban Company Ltd.2.46%₹77.65 Cr
Kotak Mahindra Bank LtdFinancial2.62%₹77.56 Cr
Axis Bank LtdFinancial2.51%₹75.25 Cr
Tata Consultancy Services LtdTechnology2.52%₹74.71 Cr
Bajaj Finance LtdFinancial2.35%₹74.18 Cr
Hindalco Industries LtdMaterials2.29%₹71.64 Cr
Hindalco Industries LtdMaterials2.29%₹71.64 Cr
Axis Bank LtdFinancial2.40%₹71.05 Cr
RepoUnspecified2.24%₹70.74 Cr
Hindalco Industries LtdMaterials2.16%₹68.31 Cr
Abbott India LtdHealthcare2.29%₹67.78 Cr
RepoUnspecified2.13%₹66.49 Cr
RepoUnspecified2.13%₹66.49 Cr
Hindalco Industries LtdMaterials2.15%₹64.38 Cr
Timken India LtdIndustrials2.14%₹63.39 Cr
Schaeffler India LtdIndustrials2.08%₹62.29 Cr
Jubilant Foodworks LtdConsumer Discretionary2.10%₹62.27 Cr
Schaeffler India LtdIndustrials2.06%₹61.00 Cr
Divi's Laboratories LtdHealthcare2.05%₹60.68 Cr
Hdfc Life Insurance Co LtdFinancial2.02%₹60.52 Cr
Hdfc Life Insurance Co LtdFinancial2.04%₹60.44 Cr
Timken India LtdIndustrials1.91%₹60.25 Cr
Timken India LtdIndustrials1.92%₹60.05 Cr
Timken India LtdIndustrials1.92%₹60.05 Cr
Schaeffler India LtdIndustrials1.90%₹59.52 Cr
Schaeffler India LtdIndustrials1.90%₹59.52 Cr
Jubilant Foodworks LtdConsumer Discretionary1.95%₹58.65 Cr
Hindalco Industries LtdMaterials1.95%₹57.72 Cr
Schaeffler India LtdIndustrials1.83%₹57.71 Cr
Abbott India LtdHealthcare1.92%₹57.70 Cr
Timken India LtdIndustrials1.92%₹57.49 Cr
Jubilant Foodworks LtdConsumer Discretionary1.81%₹57.14 Cr
Jubilant Foodworks LtdConsumer Discretionary1.82%₹56.80 Cr
Jubilant Foodworks LtdConsumer Discretionary1.82%₹56.80 Cr
Tvs Motor Company LtdConsumer Discretionary1.76%₹55.44 Cr
Tvs Motor Company LtdConsumer Discretionary1.76%₹55.09 Cr
Tvs Motor Company LtdConsumer Discretionary1.76%₹55.09 Cr
Asian Paints LtdMaterials1.73%₹54.61 Cr
Tvs Motor Company LtdConsumer Discretionary1.80%₹53.99 Cr
Divi's Laboratories LtdHealthcare1.74%₹52.34 Cr
Abbott India LtdHealthcare1.64%₹51.73 Cr
Cholamandalam Investment & Finance Company LtdFinancial1.64%₹51.38 Cr
Cholamandalam Investment & Finance Company LtdFinancial1.64%₹51.38 Cr
Abbott India LtdHealthcare1.60%₹49.87 Cr
Abbott India LtdHealthcare1.60%₹49.87 Cr
Endurance Technologies LtdConsumer Discretionary1.66%₹49.69 Cr
L&t Technology Services LtdTechnology1.56%₹49.29 Cr
Cholamandalam Investment & Finance Company LtdFinancial1.63%₹48.78 Cr
Zf Commercial Vehicle Control Systems India LtdConsumer Discretionary1.55%₹48.77 Cr
Zf Commercial Vehicle Control Systems India LtdConsumer Discretionary1.65%₹48.70 Cr
Power Grid Corporation Of India LtdEnergy & Utilities1.62%₹48.02 Cr
L&t Technology Services LtdTechnology1.62%₹47.82 Cr
Asian Paints LtdMaterials1.53%₹47.71 Cr
Asian Paints LtdMaterials1.53%₹47.71 Cr
Zf Commercial Vehicle Control Systems India LtdConsumer Discretionary1.59%₹47.67 Cr
Power Grid Corporation Of India LtdEnergy & Utilities1.52%₹47.54 Cr
Power Grid Corporation Of India LtdEnergy & Utilities1.52%₹47.54 Cr
Kajaria Ceramics LtdIndustrials1.59%₹47.08 Cr
Kajaria Ceramics LtdIndustrials1.56%₹46.67 Cr
Divi's Laboratories LtdHealthcare1.49%₹46.49 Cr
Divi's Laboratories LtdHealthcare1.49%₹46.49 Cr
Power Grid Corporation Of India LtdEnergy & Utilities1.54%₹46.24 Cr
Endurance Technologies LtdConsumer Discretionary1.56%₹46.19 Cr
Zf Commercial Vehicle Control Systems India LtdConsumer Discretionary1.47%₹45.89 Cr
Zf Commercial Vehicle Control Systems India LtdConsumer Discretionary1.47%₹45.89 Cr
L&t Technology Services LtdTechnology1.46%₹45.72 Cr
L&t Technology Services LtdTechnology1.46%₹45.72 Cr
L&t Technology Services LtdTechnology1.52%₹45.66 Cr
Divi's Laboratories LtdHealthcare1.42%₹44.69 Cr
The Indian Hotels Company LtdConsumer Discretionary1.41%₹44.66 Cr
Asian Paints LtdMaterials1.49%₹44.65 Cr
Ltimindtree LtdTechnology1.41%₹44.50 Cr
Endurance Technologies LtdConsumer Discretionary1.42%₹44.28 Cr
Endurance Technologies LtdConsumer Discretionary1.42%₹44.28 Cr
Tvs Motor Company LtdConsumer Discretionary1.49%₹43.99 Cr
Hdfc Life Insurance Co LtdFinancial1.41%₹43.91 Cr
Hdfc Life Insurance Co LtdFinancial1.41%₹43.91 Cr
Cholamandalam Investment & Finance Company LtdFinancial1.48%₹43.70 Cr
Tata Consultancy Services LtdTechnology1.41%₹42.17 Cr
Navin Fluorine International LtdMaterials1.33%₹41.87 Cr
Navin Fluorine International LtdMaterials1.33%₹41.52 Cr
Navin Fluorine International LtdMaterials1.33%₹41.52 Cr
Ltimindtree LtdTechnology1.33%₹41.50 Cr
Ltimindtree LtdTechnology1.33%₹41.50 Cr
Endurance Technologies LtdConsumer Discretionary1.31%₹41.24 Cr
Kajaria Ceramics LtdIndustrials1.31%₹40.94 Cr
Kajaria Ceramics LtdIndustrials1.31%₹40.94 Cr
Fsn E-commerce Ventures LtdConsumer Discretionary1.29%₹40.68 Cr
Honeywell Automation India LtdTechnology1.35%₹39.93 Cr
Pidilite Industries LtdMaterials1.26%₹39.68 Cr
Page Industries LtdConsumer Discretionary1.30%₹38.46 Cr
Grindwell Norton LtdMaterials1.23%₹38.45 Cr
Grindwell Norton LtdMaterials1.23%₹38.45 Cr
Berger Paints India LtdMaterials1.22%₹38.39 Cr
RepoUnspecified1.28%₹38.01 Cr
Fsn E-commerce Ventures LtdConsumer Discretionary1.21%₹37.74 Cr
Fsn E-commerce Ventures LtdConsumer Discretionary1.21%₹37.74 Cr
Ltimindtree LtdTechnology1.25%₹37.65 Cr
Honeywell Automation India LtdTechnology1.20%₹37.59 Cr
Honeywell Automation India LtdTechnology1.20%₹37.59 Cr
Ltimindtree LtdTechnology1.26%₹37.27 Cr
Honeywell Automation India LtdTechnology1.24%₹37.18 Cr
Godrej Properties LtdReal Estate1.19%₹37.07 Cr
Godrej Properties LtdReal Estate1.19%₹37.07 Cr
Abb India LtdIndustrials1.25%₹36.88 Cr
Berger Paints India LtdMaterials1.18%₹36.86 Cr
Berger Paints India LtdMaterials1.18%₹36.86 Cr
Navin Fluorine International LtdMaterials1.24%₹36.85 Cr
Balrampur Chini Mills LtdConsumer Staples1.24%₹36.69 Cr
Voltas LtdIndustrials1.17%₹36.67 Cr
Voltas LtdIndustrials1.17%₹36.67 Cr
Voltas LtdIndustrials1.16%₹36.47 Cr
Honeywell Automation India LtdTechnology1.15%₹36.46 Cr
Kajaria Ceramics LtdIndustrials1.15%₹36.18 Cr
Grindwell Norton LtdMaterials1.20%₹36.15 Cr
Dlf LtdReal Estate1.22%₹36.08 Cr
Hdb Financial Services Limited EqFinancial1.14%₹36.01 Cr
Hdb Financial Services Limited EqFinancial1.20%₹35.60 Cr
Grindwell Norton LtdMaterials1.12%₹35.41 Cr
Fsn E-commerce Ventures LtdConsumer Discretionary1.18%₹35.37 Cr
Hdb Financial Services Limited EqFinancial1.17%₹35.21 Cr
Oberoi Realty LtdReal Estate1.13%₹35.18 Cr
Oberoi Realty LtdReal Estate1.13%₹35.18 Cr
Grindwell Norton LtdMaterials1.18%₹35.06 Cr
Abb India LtdIndustrials1.12%₹34.94 Cr
Abb India LtdIndustrials1.12%₹34.94 Cr
Dlf LtdReal Estate1.11%₹34.79 Cr
Dlf LtdReal Estate1.11%₹34.79 Cr
Abb India LtdIndustrials1.16%₹34.70 Cr
Dr. Lal Pathlabs LtdHealthcare1.17%₹34.66 Cr
Abb India LtdIndustrials1.10%₹34.64 Cr
Dr. Lal Pathlabs LtdHealthcare1.10%₹34.49 Cr
Dr. Lal Pathlabs LtdHealthcare1.10%₹34.49 Cr
Esab India LtdIndustrials1.09%₹34.44 Cr
Hdb Financial Services Limited EqFinancial1.10%₹34.32 Cr
Hdb Financial Services Limited EqFinancial1.10%₹34.32 Cr
Dr. Lal Pathlabs LtdHealthcare1.14%₹34.30 Cr
Godrej Properties LtdReal Estate1.09%₹34.26 Cr
Thermax LtdIndustrials1.09%₹34.12 Cr
Thermax LtdIndustrials1.09%₹34.12 Cr
Navin Fluorine International LtdMaterials1.12%₹33.74 Cr
Dr. Lal Pathlabs LtdHealthcare1.06%₹33.57 Cr
Dlf LtdReal Estate1.05%₹33.29 Cr
Sona Blw Precision Forgings LtdConsumer Discretionary1.05%₹33.14 Cr
Torrent Power LtdEnergy & Utilities1.05%₹32.91 Cr
Torrent Power LtdEnergy & Utilities1.05%₹32.91 Cr
Torrent Power LtdEnergy & Utilities1.04%₹32.86 Cr
Dlf LtdReal Estate1.09%₹32.80 Cr
Torrent Power LtdEnergy & Utilities1.11%₹32.75 Cr
Oberoi Realty LtdReal Estate1.03%₹32.58 Cr
Page Industries LtdConsumer Discretionary1.04%₹32.47 Cr
Page Industries LtdConsumer Discretionary1.04%₹32.47 Cr
Esab India LtdIndustrials1.10%₹32.42 Cr
Thermax LtdIndustrials1.09%₹32.31 Cr
Page Industries LtdConsumer Discretionary1.07%₹32.06 Cr
Fsn E-commerce Ventures LtdConsumer Discretionary1.08%₹31.90 Cr
Brigade Hotel Ventures Ltd.Consumer Discretionary1.06%₹31.29 Cr
Thermax LtdIndustrials0.98%₹30.95 Cr
Brigade Hotel Ventures Ltd.Consumer Discretionary0.98%₹30.72 Cr
Brigade Hotel Ventures Ltd.Consumer Discretionary0.98%₹30.72 Cr
Sona Blw Precision Forgings LtdConsumer Discretionary0.98%₹30.62 Cr
Sona Blw Precision Forgings LtdConsumer Discretionary0.98%₹30.62 Cr
Torrent Power LtdEnergy & Utilities1.02%₹30.47 Cr
Page Industries LtdConsumer Discretionary0.96%₹30.20 Cr
Brigade Hotel Ventures Ltd.Consumer Discretionary1.00%₹30.13 Cr
Esab India LtdIndustrials1.00%₹30.01 Cr
Esab India LtdIndustrials0.96%₹29.88 Cr
Esab India LtdIndustrials0.96%₹29.88 Cr
Sona Blw Precision Forgings LtdConsumer Discretionary0.98%₹29.12 Cr
Brigade Hotel Ventures Ltd.Consumer Discretionary0.91%₹28.69 Cr
Balrampur Chini Mills LtdConsumer Staples0.92%₹28.68 Cr
Balrampur Chini Mills LtdConsumer Staples0.92%₹28.68 Cr
Balrampur Chini Mills LtdConsumer Staples0.95%₹28.48 Cr
Balrampur Chini Mills LtdConsumer Staples0.89%₹27.98 Cr
Sona Blw Precision Forgings LtdConsumer Discretionary0.89%₹26.67 Cr
Central Government Loan 20388 Goi 07dc31 Flt Fv Rs 100Entities0.90%₹26.61 Cr
Chalet Hotels LtdConsumer Discretionary0.88%₹26.07 Cr
Thermax LtdIndustrials0.87%₹26.00 Cr
State Development Loan 30570 Tn 07jl31 6.95 Fv Rs 100Unspecified0.86%₹25.43 Cr
State Development Loan 30570 Tn 07jl31 6.95 Fv Rs 100Unspecified0.79%₹25.06 Cr
State Development Loan 30570 Tn 07jl31 6.95 Fv Rs 100Unspecified0.80%₹25.03 Cr
State Development Loan 30570 Tn 07jl31 6.95 Fv Rs 100Unspecified0.80%₹25.03 Cr
Pitti Engineering LtdIndustrials0.83%₹24.99 Cr
State Development Loan 30570 Tn 07jl31 6.95 Fv Rs 100Unspecified0.83%₹24.96 Cr
Aia Engineering LtdIndustrials0.77%₹24.15 Cr
Pitti Engineering LtdIndustrials0.76%₹23.75 Cr
Pitti Engineering LtdIndustrials0.76%₹23.75 Cr
Pitti Engineering LtdIndustrials0.80%₹23.68 Cr
Hdfc Asset Management Company LtdFinancial0.78%₹23.17 Cr
Pitti Engineering LtdIndustrials0.69%₹21.84 Cr
Nuvoco Vistas Corp LtdMaterials0.71%₹20.88 Cr
Nuvoco Vistas Corp LtdMaterials0.68%₹20.35 Cr
Aia Engineering LtdIndustrials0.65%₹20.32 Cr
Aia Engineering LtdIndustrials0.65%₹20.32 Cr
Nuvoco Vistas Corp LtdMaterials0.64%₹20.11 Cr
Nuvoco Vistas Corp LtdMaterials0.64%₹20.11 Cr
Aia Engineering LtdIndustrials0.66%₹19.59 Cr
Carborundum Universal LtdMaterials0.66%₹19.54 Cr
Carborundum Universal LtdMaterials0.65%₹19.42 Cr
Aia Engineering LtdIndustrials0.64%₹19.09 Cr
Carborundum Universal LtdMaterials0.61%₹18.91 Cr
Carborundum Universal LtdMaterials0.61%₹18.91 Cr
Carborundum Universal LtdMaterials0.57%₹17.99 Cr
Hawkins Cookers LtdConsumer Discretionary0.59%₹17.38 Cr
Nuvoco Vistas Corp LtdMaterials0.55%₹17.29 Cr
Hawkins Cookers LtdConsumer Discretionary0.54%₹16.92 Cr
Hawkins Cookers LtdConsumer Discretionary0.54%₹16.92 Cr
Hawkins Cookers LtdConsumer Discretionary0.56%₹16.77 Cr
Hawkins Cookers LtdConsumer Discretionary0.50%₹15.72 Cr
Central Government Loan 20388 Goi 07dc31 Flt Fv Rs 100Entities0.37%₹11.20 Cr
Teamlease Services LtdIndustrials0.37%₹11.01 Cr
Teamlease Services LtdIndustrials0.36%₹10.68 Cr
Net ReceivablesUnspecified0.19%₹5.62 Cr
Housing And Urban Development Corporation Limited Sr Iv 2018 8.58 Loa 14fb29 Fvrs10lacFinancial0.18%₹5.31 Cr
Housing And Urban Development Corporation Limited Sr Iv 2018 8.58 Loa 14fb29 Fvrs10lacFinancial0.17%₹5.28 Cr
Housing And Urban Development Corporation Limited Sr Iv 2018 8.58 Loa 14fb29 Fvrs10lacFinancial0.17%₹5.28 Cr
Housing And Urban Development Corporation Limited Sr Iv 2018 8.58 Loa 14fb29 Fvrs10lacFinancial0.17%₹5.27 Cr
Housing And Urban Development Corporation Limited Sr Iv 2018 8.58 Loa 14fb29 Fvrs10lacFinancial0.18%₹5.27 Cr
Net ReceivablesUnspecified0.03%₹2.18 Cr
Berger Paints India LtdMaterials0.07%₹2.03 Cr
Central Government Loan 20388 Goi 07dc31 Flt Fv Rs 100Entities0.03%₹1.02 Cr
Central Government Loan 20388 Goi 07dc31 Flt Fv Rs 100Entities0.03%₹1.02 Cr
Central Government Loan 20388 Goi 07dc31 Flt Fv Rs 100Entities0.03%₹1.02 Cr
Tvs Motor Company Ltd - Pref. SharesConsumer Discretionary0.02%₹0.64 Cr
Tvs Motor Company Ltd - Pref. SharesConsumer Discretionary0.02%₹0.63 Cr
Tvs Motor Company Ltd - Pref. SharesConsumer Discretionary0.02%₹0.63 Cr
Tvs Motor Company Ltd - Pref. SharesConsumer Discretionary0.02%₹0.63 Cr
Net ReceivablesUnspecified0.02%₹0.60 Cr
Net ReceivablesUnspecified0.02%₹0.60 Cr
Teamlease Services LtdIndustrials0.01%₹0.22 Cr
Teamlease Services LtdIndustrials0.01%₹0.22 Cr
Net PayablesUnspecified-0.12%₹-3.17 Cr
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Top Equity Funds

increase growth is based on 5Y returns of the funds

Frequently Asked Questions

SBI Retirement Benefit Fund - Aggressive Plan Regular - Growth

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

As of Thu Jul 31, 2025, SBI Retirement Benefit Fund - Aggressive Plan Regular - Growth manages assets worth ₹2,959.9 crore

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

  • 3 Months: -0.45%
  • 6 Months: 11.67%

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

  • 3 Years CAGR: 13.87%
  • Since Inception: 16.06%

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

Equity: 96.74%, Debt: 0.99%, Others: 2.27%.

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

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

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

Large Cap: 61.94%, Mid Cap: 20.39%, Small Cap: 17.67%.

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

  • HDFC Bank Ltd – 9.04% of the fund's portfolio
  • HDFC Bank Ltd – 8.46% of the fund's portfolio
  • HDFC Bank Ltd – 8.38% of the fund's portfolio
  • HDFC Bank Ltd – 8.38% of the fund's portfolio
  • HDFC Bank Ltd – 8.41% of the fund's portfolio

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

  • Financial – 137.99% of the fund's portfolio
  • Consumer Discretionary – 82.04% of the fund's portfolio
  • Industrials – 73.83% of the fund's portfolio
  • Materials – 54.78% of the fund's portfolio
  • Technology – 43.09% of the fund's portfolio
View more FAQ's

Policybazaar does not endorse rates/returns or recommend any particular insurer, fund house, AMC (Asset Management Company), insurance and mutual fund product.

Please consult your financial advisor for an informed decision.

Past performance may not be indicative of future results.

The information presented on this page is not owned or generated by Policybazaar. The data has been collected from publicly available sources and online research. We do not claim any ownership or guarantee the accuracy, completeness, or timeliness of this information. It is shared solely for the informational purpose of the viewer and should not be considered as financial advice.

Policybazaar is not acting as a financial advisor, broker, or agent for any mutual fund mentioned here.

Mutual fund investments are subject to market risks. Please read all scheme-related documents carefully before investing.

Policybazaar shall not be held responsible or liable for any losses, damages, or decisions made based on the information provided on this page.

For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product. For a complete list of mutual funds registered in India, please refer to the Securities and Exchange Board of India (SEBI) website at www.sebi.gov.in. We do not sell, endorse, or recommend any mutual fund or investment product.

For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.

Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved

^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.

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