SBI Retirement Benefit Fund - Aggressive Plan Regular Growth | SBI Retirement Benefit Fund - Aggressive Plan NAV Today [19.20], Performance & History

SBI Retirement Benefit Fund - Aggressive Plan is a Equity mutual fund categorized under Hybrid, offered by SBI Funds Management Ltd.. Launched on 20 Jan 2021, investors can start with a minimum SIP of ... Read more

NAV History

Fund Details

Min. SIP Amount

₹500

Inception Date

20 Jan 2021

Min. Lumpsum Amount

₹ 5,000

Fund Age

5 Yrs

AUM

₹ 3,057.44 Cr.

Benchmark

BSE 500 Total Return

Expense Ratio

1.93%

Scheme Type

Open Ended

Exit Load

Nil%

Returns Calculator

Investment amount per month

₹1,000

Over the past

Would have become

On total investment of

*Calculation based on past performance of this fund.

Asset Allocation

AUM

₹ 3,057.44 Cr

Equity

97.8%

Debt

0.39%

Money Market & Cash

2.32%

Sector Holdings

Sectors	Weightage
Finance - Banks - Private Sector	20.99%
IT Consulting & Software	8.42%
Refineries	6.04%
Pharmaceuticals	4.77%
Bearings	4.20%
Construction, Contracting & Engineering	4.00%
Auto - Cars & Jeeps	3.84%
Cement	3.40%
Finance - Banks - Public Sector	3.24%
Hotels, Resorts & Restaurants	3.06%
Treps/Reverse Repo	2.32%
Finance - Life Insurance	2.15%
Abrasives And Grinding Wheels	2.13%
Auto Ancl - Others	2.11%
Ceramics/Tiles/Sanitaryware	1.98%
Aluminium	1.85%
Engineering - General	1.82%
Auto Ancl - Susp. & Braking - Others	1.71%
Non-Banking Financial Company (NBFC)	1.68%
IT Enabled Services	1.68%
Power - Transmission/Equipment	1.65%
Auto - 2 & 3 Wheelers	1.51%
Instrumentation & Process Control	1.37%
Sugar	1.27%
Realty	1.27%
Textiles - Readymade Apparels	1.26%
Forgings	1.22%
Finance - Non Life Insurance	1.13%
Chemicals - Others	1.07%
Electric Equipment - General	1.07%
E-Commerce/E-Retail	1.07%
Hospitals & Medical Services	1.06%
Welding Equipments	1.06%
Finance - Mutual Funds	1.02%
Castings/Foundry	0.76%
Domestic Appliances	0.53%
Services - Others	0.41%
Finance - Term Lending Institutions	0.18%
Finance - Housing	0.17%
Government Securities	0.04%

See All

Stock Holdings

Name	Weightage	Value (in Cr.)	Sector
HDFC Bank Ltd.	8.91%	₹ 257.87	Finance - Banks - Private Sector
ICICI Bank Ltd.	6.53%	₹ 188.86	Finance - Banks - Private Sector
Reliance Industries Ltd.	6.04%	₹ 174.91	Refineries
Infosys Ltd.	4.20%	₹ 121.42	IT Consulting & Software
Larsen & Toubro Ltd.	4.00%	₹ 115.73	Construction, Contracting & Engineering
Maruti Suzuki India Ltd.	3.84%	₹ 111.24	Auto - Cars & Jeeps
State Bank of India	3.24%	₹ 93.64	Finance - Banks - Public Sector
Tata Consultancy Services Ltd.	2.94%	₹ 85.20	IT Consulting & Software
Kotak Mahindra Bank Ltd.	2.81%	₹ 81.33	Finance - Banks - Private Sector
Ultratech Cement Ltd.	2.80%	₹ 81.05	Cement
Axis Bank Ltd.	2.74%	₹ 79.28	Finance - Banks - Private Sector
Divi's Laboratories Ltd.	2.70%	₹ 78.02	Pharmaceuticals
TREPS	2.32%	₹ 67.16	Others
Jubilant Foodworks Ltd.	2.15%	₹ 62.28	Hotels, Resorts & Restaurants
HDFC Life Insurance Company Ltd.	2.15%	₹ 62.15	Finance - Life Insurance
Schaeffler India Ltd.	2.14%	₹ 61.99	Bearings
Endurance Technologies Ltd.	2.11%	₹ 61.04	Auto Ancl - Others
Abbott India Ltd.	2.07%	₹ 60	Pharmaceuticals
Timken India Ltd.	2.06%	₹ 59.68	Bearings
Kajaria Ceramics Ltd.	1.98%	₹ 57.19	Ceramics/Tiles/Sanitaryware
Hindalco Industries Ltd.	1.85%	₹ 53.53	Aluminium
ZF Commercial Vehicle Control Systems India Ltd.	1.71%	₹ 49.38	Auto Ancl - Susp. & Braking - Others
Cholamandalam Investment & Finance Co. Ltd.	1.68%	₹ 48.48	Non-Banking Financial Company (NBFC)
L&T Technology Services Ltd.	1.68%	₹ 48.48	IT Enabled Services
Power Grid Corporation of India Ltd.	1.65%	₹ 47.81	Power - Transmission/Equipment
TVS Motor Company Ltd.	1.51%	₹ 43.66	Auto - 2 & 3 Wheelers
Grindwell Norton Ltd.	1.41%	₹ 40.89	Abrasives And Grinding Wheels
Honeywell Automation India Ltd.	1.37%	₹ 39.69	Instrumentation & Process Control
LTIMindtree Ltd.	1.28%	₹ 37	IT Consulting & Software
Balrampur Chini Mills Ltd.	1.27%	₹ 36.89	Sugar
DLF Ltd.	1.27%	₹ 36.70	Realty
Page Industries Ltd.	1.26%	₹ 36.55	Textiles - Readymade Apparels
Sona Blw Precision Forgings Ltd.	1.22%	₹ 35.23	Forgings
ICICI Lombard General Insurance Company Ltd.	1.13%	₹ 32.82	Finance - Non Life Insurance
FSN E-Commerce Ventures Ltd.	1.07%	₹ 30.94	E-Commerce/E-Retail
Navin Fluorine International Ltd.	1.07%	₹ 31.11	Chemicals - Others
ABB India Ltd.	1.07%	₹ 31.01	Electric Equipment - General
ESAB India Ltd.	1.06%	₹ 30.59	Welding Equipments
Dr. Lal Path labs Ltd.	1.06%	₹ 30.65	Hospitals & Medical Services
HDFC Asset Management Co. Ltd.	1.02%	₹ 29.65	Finance - Mutual Funds
Thermax Ltd.	0.96%	₹ 27.78	Engineering - General
Chalet Hotels Ltd.	0.91%	₹ 26.29	Hotels, Resorts & Restaurants
Pitti Engineering Ltd.	0.86%	₹ 24.82	Engineering - General
AIA Engineering Ltd.	0.76%	₹ 21.87	Castings/Foundry
Carborundum Universal Ltd.	0.72%	₹ 20.83	Abrasives And Grinding Wheels
Nuvoco Vistas Corporation Ltd.	0.60%	₹ 17.36	Cement
Hawkins Cookers Ltd.	0.53%	₹ 15.23	Domestic Appliances
TeamLease Services Ltd.	0.41%	₹ 11.73	Services - Others
Housing and Urban Development Corporation Ltd.	0.18%	₹ 5.33	Finance - Term Lending Institutions
Bajaj Housing Finance Ltd.	0.17%	₹ 5.04	Finance - Housing
7.59% CGL 2031	0.04%	₹ 1.02	Others

See All

Returns

	Annualised returns
	9M	1Y	2Y	3Y
Fund returns	-4.05%	7.14%	4.04%	11.59%
Category returns	2.54%	9.27%	13.22%	28.09%

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 ... Read more

AMC Details

Name

SBI Funds Management Ltd.

Date of Incorporation

29 Jun 1987

CEO

Mr. Nand Kishore

CIO

Mr. Rajeev Radhakrishnan, Mr. Rama Iyer Srinivasan

Type

Bank Sponsored

Address

9th Floor, Crescenzo, C-38 & 39, G Block, Bandra-Kurla Complex, Bandra (East), Mumbai, Maharashtra, India - 400051

Website

https://www.sbimf.com

[email protected]

Scheme Name	NAV	Returns 1Y 3Y 5Y	AUM (Cr)	Expense Ratio	Risk Meter
Aditya Birla Sun Life Retirement Fund - The 50s Plan -... Hybrid Direct	₹16.31	8.88%	32.32%	41.89%	₹27	0.61%	Moderately High
Franklin India Retirement Fund - Growth Hybrid Regular	₹216.68	5.50%	32.05%	45.28%	₹512	2.27%	High
Axis Retirement Fund - Conservative Plan Hybrid Regular	₹15.98	6.38%	30.99%	37.34%	₹50	2.15%	High
Axis Retirement Fund - Conservative Plan Hybrid Regular	₹15.98	6.38%	30.99%	37.34%	₹50	2.15%	High
SBI Retirement Benefit Fund - Conservative Hybrid Plan -... Hybrid Direct	₹15.85	5.82%	30.81%	58.15%	₹275	1.16%	High
SBI Retirement Benefit Fund - Conservative Hybrid Plan -... Hybrid Direct	₹15.85	5.82%	30.81%	58.12%	₹275	1.16%	High
HDFC Retirement Savings Fund - Hybrid Debt - Direct Plan Hybrid Direct	₹24.69	6.85%	30.80%	50.48%	₹161	1.13%	Moderately High
Tata Retirement Savings Fund - Conservative Plan - Direct... Hybrid Direct	₹37.13	6.71%	30.38%	42.33%	₹170	1.02%	Moderately High
Aditya Birla Sun Life Retirement Fund - The 30s Plan -... Diversified Direct	₹17.82	9.26%	29.06%	36.14%	₹419	1.16%	Very High
Aditya Birla Sun Life Retirement Fund - The 30s Plan -... Diversified Direct	₹17.82	9.26%	29.06%	36.14%	₹419	1.16%	Very High

Top Funds from SBI Funds Management Ltd.

Scheme Name	NAV	Returns 1Y 3Y 5Y			AUM (Cr)	Expense Ratio	Risk Meter
SBI Nifty Private Bank ETF ETF Regular	₹279.07	13.19%	32.40%	48.10%	₹250	0.15%	Very High
SBI Conservative Hybrid Fund Hybrid Regular	₹21.35	7.86%	32.12%	54.37%	₹9,858	1.54%	High
SBI Conservative Hybrid Fund Hybrid Regular	₹21.35	7.86%	32.12%	54.37%	₹9,858	1.54%	High
SBI Conservative Hybrid Fund - Div (Annual) Hybrid Regular	₹26.11	7.86%	32.12%	54.38%	₹9,858	1.10%	High
SBI Conservative Hybrid Fund - Div (Annual) Hybrid Regular	₹26.11	7.86%	32.12%	54.38%	₹9,858	1.10%	High
SBI Conservative Hybrid Fund Hybrid Regular	₹74.02	7.86%	32.12%	54.37%	₹9,858	1.54%	High
SBI Retirement Benefit Fund - Conservative Hybrid Plan -... Hybrid Direct	₹15.85	5.82%	30.81%	58.15%	₹275	1.16%	High
SBI Retirement Benefit Fund - Conservative Hybrid Plan -... Hybrid Direct	₹15.85	5.82%	30.81%	58.12%	₹275	1.16%	High
SBI Technology Opportunities Fund Sector Regular	₹112.71	-7.80%	29.56%	80.55%	₹5,056	1.90%	Very High
SBI Technology Opportunities Fund Sector Regular	₹112.71	-7.80%	29.56%	80.55%	₹5,056	1.90%	Very High

FAQs

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

The current Net Asset Value (NAV) of SBI Retirement Benefit Fund - Aggressive Plan Regular Growth is ₹19.20 as of 06 Mar 2026. NAV represents the per-unit market value of the fund and is updated daily based on the closing prices of the underlying securities.

What is the fund size (AUM) of SBI Retirement Benefit Fund - Aggressive Plan Regular Growth?

The Assets Under Management (AUM) of SBI Retirement Benefit Fund - Aggressive Plan Regular Growth is ₹3,057.44 Crores. AUM indicates the total market value of assets managed by the fund and reflects investor confidence and fund popularity.

What are the historical returns of SBI Retirement Benefit Fund - Aggressive Plan Regular Growth?

SBI Retirement Benefit Fund - Aggressive Plan Regular Growth has delivered returns of 7.14% (1 Year), 11.59% (3 Year), 13.83% (5 Year). Past performance does not guarantee future results, and investors should consider their risk appetite before investing.

What is the risk level of SBI Retirement Benefit Fund - Aggressive Plan Regular Growth?

SBI Retirement Benefit Fund - Aggressive Plan Regular Growth has a risk rating of 'Very High' as per the SEBI Riskometer. This indicates the fund is suitable for very aggressive investors comfortable with significant market volatility. Investors should align their investment choices with their personal risk tolerance and financial goals.

What is the minimum investment amount for SBI Retirement Benefit Fund - Aggressive Plan Regular Growth?

The minimum lumpsum investment required for SBI Retirement Benefit Fund - Aggressive Plan Regular Growth is ₹5,000. The fund also offers SIP (Systematic Investment Plan) option starting from as low as ₹500, making it accessible for regular investments. This allows investors to start their mutual fund journey with a manageable amount.

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