SBI Retirement Benefit Fund-Aggrs Hyb Plan-DirGrowth
-
NAV
17.55
as on 03 Mar 2025
-
₹0.03 (0.14%)
Last Change
-
12.34%
3Y CAGR returns
-
₹ 500
Min SIP -
₹ 5000
Min Lumpsum -
1.06%
Expense Ratio -
1,480 Cr
Fund Size -
4 Years
Fund Age
Returns and Ranks ( as on 03 Mar 2025 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- 2.67%
- 12.34%
- -
- 14.84
- 3.66Alpha
- 2.90SD
- 0.75Beta
- 0.65Sharpe
- Exit Load
- Nil
- Tax implication
- Equity:- Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year. Debt:- Returns are taxed as per your Income Tax slab. Hybrid:-Returns are taxed as per your Income Tax slab.
Ardhendu Bhattacharya
moderate Moderate Moderately
High High Very
High
- Fund Name
-
- Solution Oriented
- Retirement Fund
- Fund Size (Cr.) - ₹ 5897
-
- Solution Oriented
- Retirement Fund
- Fund Size (Cr.) - ₹ 3089
-
- Solution Oriented
- Retirement Fund
- Fund Size (Cr.) - ₹ 1551
-
- Solution Oriented
- Retirement Fund
- Fund Size (Cr.) - ₹ 1979
-
- Solution Oriented
- Retirement Fund
- Fund Size (Cr.) - ₹ 2062
SBI Mutual Fund
- AUM :
- 1,116,708Cr
- Address :
- 9th Floor,Crescenzo, C-39&39,G Block, Bandra kurla complex,Bandra (east), Mumbai-400 051.
- Contact :
- +91022-61793000
- Email ID :
- customer.delight@sbimf.com
- Fund Name
-
- Equity
- Sectoral / Thematic
- AUM - ₹ 4543
-
- Equity
- ELSS
- AUM - ₹ 27306
-
- Equity
- Sectoral / Thematic
- AUM - ₹ 3522
-
- Equity
- Contra Fund
- AUM - ₹ 41634
-
- Equity
- Sectoral / Thematic
- AUM - ₹ 4867
-
- Solution Oriented
- Childrens Fund
- AUM - ₹ 3124
Large Cap
- Fund Name
-
- Equity
- Large Cap Fund
- Fund Size (Cr.) - 35,667
-
- Equity
- Large Cap Fund
- Fund Size (Cr.) - 4,600
-
- Equity
- Large Cap Fund
- Fund Size (Cr.) - 35,673
-
- Equity
- Large Cap Fund
- Fund Size (Cr.) - 63,297
-
- Equity
- Large Cap Fund
- Fund Size (Cr.) - 2,348
Mid Cap
Multi Cap
ELSS
Focused
Sectoral / Thematic
Small Cap
Dividend Yield
Ultra Short Duration
Liquid Mutual
Gilt Mutual
Long Duration
Overnight Mutual
Floater Mutual
Arbitrage Mutual
Equity Savings Mutual
Aggressive Hybrid Mutual
FAQs
You can invest in SBI Retirement Benefit Fund-Aggrs Hyb Plan-DirGrowth in a quick and simple process. Follow the below steps
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for SBI Retirement Benefit Fund-Aggrs Hyb Plan-DirGrowth in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on "One-time" if you wish to invest a lumpsum amount then click on "Invest Now"
SBI Retirement Benefit Fund-Aggrs Hyb Plan-DirGrowth has delivered 21.78% since inception
The NAV of SBI Retirement Benefit Fund-Aggrs Hyb Plan-DirGrowth is ₹19.5948 as of 03 Mar 2025
The expense ratio of SBI Retirement Benefit Fund-Aggrs Hyb Plan-DirGrowth is % as of 03 Mar 2025
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on "Redeem all units
The AUM of SBI Retirement Benefit Fund-Aggrs Hyb Plan-DirGrowth 1392.05 CR as of 03 Mar 2025
The minimum SIP amount of SBI Retirement Benefit Fund-Aggrs Hyb Plan-DirGrowth is 500
The top stock holdings of SBI Retirement Benefit Fund-Aggrs Hyb Plan-DirGrowth are
- Gsec2028 - 8.82%
- HDFC Bank - 6.87%
- ICICI Bank - 4.70%
- Reliance Industr - 4.45%
- Infosys - 4.41%
The top sectors SBI Retirement Benefit Fund-Aggrs Hyb Plan-DirGrowth has invested in are
- Debt - 18.34%
- Banks - 17.32%
- Industrial Products - 9.04%
- Auto Components - 8.62%
- Automobiles - 4.99%
- Step 1: Visit the fund house website
- Step 2: Log in to your account by adding Folio No. and M-Pin
- Step 3: Click on Widhrawal > Redemption
- Step 4: Select SBI Retirement Benefit Fund-Aggrs Hyb Plan-DirGrowth in Scheme, enter the redemption amount, and click on submit button.
Yes, You can select both SIP or Lumpsum investment of SBI Retirement Benefit Fund-Aggrs Hyb Plan-DirGrowth based on your investment objective and risk tolerance