41836
6051
SBI Retirement Benefit Fund-Aggrs Hyb Plan-DirGrowth
16.06
15.20
-3.61
0.02
-5.94
-0.79
18.23
  • NAV

    19.09

    as on 20 Dec 2024

  • ₹-0.26 (-1.36%)

    Last Change

  • 16.06%

    3Y CAGR returns

  • ₹ 500

    Min SIP
  • ₹ 5000

    Min Lumpsum
  • 1.05%

    Expense Ratio
  • Rating
  • 1,532 Cr

    Fund Size
  • 3 Years

    Fund Age

SIP Calculator

Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Returns and Ranks ( as on 20 Dec 2024 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 15.20%
  • 16.06%
  • -
  • 18.23
8.55%
7.02%
4.21%
71.12%
View all Holdings
  • 4.72Alpha
  • 2.79SD
  • 0.73Beta
  • 0.88Sharpe
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 classes. However, there can be no assurance that the investment objective of the Scheme will be realized.

Ardhendu Bhattacharya

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  • Fund Name

SBI Mutual Fund

  • AUM :
  • 1,100,886Cr
  • 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
Mutual Fund by Category

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FAQs

You can invest in SBI Retirement Benefit Fund-Aggrs Hyb Plan-DirGrowth in a quick and simple process. Follow the below steps

  1. Login to your 5paisa account, Go to the Mutual Funds section.
  2. Search for SBI Retirement Benefit Fund-Aggrs Hyb Plan-DirGrowth in the search box.
  3. 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 20 Dec 2024

The expense ratio of SBI Retirement Benefit Fund-Aggrs Hyb Plan-DirGrowth is % as of 20 Dec 2024

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 20 Dec 2024

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

  1. Gsec2028 - 8.55%
  2. HDFC Bank - 7.02%
  3. ICICI Bank - 4.71%
  4. Reliance Industr - 4.39%
  5. Infosys - 4.21%

The top sectors SBI Retirement Benefit Fund-Aggrs Hyb Plan-DirGrowth has invested in are

  1. Debt - 18.34%
  2. Banks - 17.32%
  3. Industrial Products - 9.04%
  4. Auto Components - 8.62%
  5. Automobiles - 4.99%

  1. Step 1: Visit the fund house website
  2. Step 2: Log in to your account by adding Folio No. and M-Pin
  3. Step 3: Click on Widhrawal > Redemption
  4. 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

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