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

SBI Retirement Benefit Aggressive IDCW Payout Direct Plan

NAV
₹21.0166
-0.14%
(30 Oct)
AUM
2,838 Cr
TER
0.81%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+51.6%
+44.5%
+39.5%
+29.4%
+26.0%
3Y
+25.6%
+19.3%
+17.9%
+17.3%
+15.6%
5Y
+25.9%
+20.5%
+17.7%
NA
NA
ALL
+23.4%
+18.9%
+12.6%
+21.8%
+19.4%
VOL
18.0%
14.0%
15.3%
12.7%
10.5%
TER
0.7%
0.8%
0.9%
0.8%
1.1%
AUM
₹1,035 Cr
₹685 Cr
₹3,501 Cr
₹2,838 Cr
₹1,578 Cr
INFO
1.30
1.35
0.82
1.71
1.85
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 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 30th Sep
Top holdings
HDFC Bank Ltd
8.1%
Reliance Industries Ltd
6.1%
ICICI Bank Ltd
5.9%
Infosys Ltd
5.1%
Maruti Suzuki India Ltd
4.2%
Larsen & Toubro Ltd
3.8%
Tata Consultancy Services Ltd
3.5%
State Bank of India
3.2%
UltraTech Cement Ltd
3.0%
Kajaria Ceramics Ltd
2.8%
Top industry exposure
Financial Services
28.7%
Industrials
19.5%
Consumer Cyclical
18.5%
Technology
12.1%
Energy
6.1%
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
Pradeep Kesavan

FAQs