SBI Retirement Benefit Aggressive Hybrid IDCW Payout Direct Plan
SIP amount
Min. ₹500
Lumpsum amount
Min. ₹5,000

SBI Retirement Benefit Aggressive Hybrid IDCW Payout Direct Plan

NAV
₹18.3405
-0.26%
(3 Apr)
AUM
1,396 Cr
TER
1.18%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is below its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+5.7%
+5.6%
+4.9%
+4.2%
+3.0%
3Y
+16.8%
+19.1%
+12.6%
+14.9%
+13.5%
5Y
+25.0%
+33.3%
NA
+26.7%
NA
ALL
+16.4%
+20.3%
+15.6%
+11.0%
+17.1%
VOL
14.0%
18.0%
10.5%
15.8%
12.8%
TER
0.9%
0.8%
1.2%
1.0%
1.0%
AUM
₹705 Cr
₹982 Cr
₹1,396 Cr
₹2,849 Cr
₹2,494 Cr
INFO
1.17
1.13
1.49
0.69
1.34
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
SBI Retirement Benefit Aggressive Hybrid IDCW Payout (DP)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 28th Feb
Top holdings
7.3% Govt Stock 2028
9.4%
HDFC Bank Ltd
7.4%
ICICI Bank Ltd
4.8%
Reliance Industries Ltd
4.5%
Infosys Ltd
4.2%
Maruti Suzuki India Ltd
3.3%
Larsen & Toubro Ltd
3.1%
Tata Consultancy Services Ltd
2.6%
UltraTech Cement Ltd
2.4%
National Highways Infra Trust Units
2.4%
Top industry exposure
Financial Services
23.1%
Industrials
16.1%
Consumer Cyclical
14.7%
Technology
9.4%
Real Estate
5.4%
Other information
Minimum SIP
₹500
Minimum lumpsum
₹5,000
Additional lumpsum
₹1,000
Portfolio turnover
-
Lock-in period
5Y
Exit load
No exit load
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 classes. However, there can be no assurance that the investment objective of the Scheme will be realized.
Fund manager(s)
Rohit Shimpi
Ardhendu Bhattacharya

FAQs