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SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth

Hybrid

Solution Oriented - Retirement

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SBI Retirement Benefit Fund Returns

NAV: ₹19.55

As of 2026-09-11

4.18%

1yr

7.91%

3yr

10.12%

5yr

All

Sep-25Jan-26Mar-26May-26Sep-26

SBI Retirement Benefit Fund Return Calculator

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SBI Retirement Benefit Fund Overview

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About SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth

The SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth , a Solution Oriented - Retirement multi-cap fund   Open Ended Mutual Funds   from SBI Funds Management Private Limited, has remained a continuous performer in the Indian mutual fund industry since its inception in 2001. With a diversified portfolio across large cap fund , mid cap fund , and small-cap fund , the fund aims to generate long-term capital appreciation for its investors.

SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth - Performance

The SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth has set a great track record, delivering an impressive 1-year return of 4.18. The fund has also doubled the invested amount every 3 years, demonstrating its ability to generate wealth over the long term. It has an AUM of Rs ₹1,576.45 Cr. and the latest NAV declared is 19.5502 as on 2026-09-11.

SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth - Investment Strategy

The SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth follows a multi-cap investment strategy, investing primarily in equity and equity-related securities across market capitalizations. This diversified approach helps to reduce risk and capture growth opportunities across various market segments. The fund's sector allocation reflects its focus on growth-oriented sectors, with significant exposure to Financial, Energy, Healthcare, Technology, and Automobile sectors.

SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth - Fees and Expenses

The SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth has an expense ratio of 1.77 , which is in line with the average expense ratio for multi-cap funds. The fund also charges an exit load of null if redeemed within 1 year of investment.

SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth - SIP Planning

The SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth, provides a broad range of SIP plans, which can be customised according to your needs and suitability. SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth is feasible and convenient to use. This is the best SIP Plan to invest and provides a financial support to the investors. This particular Solution Oriented - Retirement provides you a SIP calculator to calculate your best mutual returns on your your best investment plan. As per your calculations on the Solution Oriented - Retirement Calculator, you can invest accordingly in any of the category and get your desired financial dreams achieved.

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Lock-in Period

1825

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Min SIP

500

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Min Lumpsum

₹5,000

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Fund Size(Cr)

₹1,576

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Expense Ratio

1.77%

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Exit Load

Nil

NIL

SBI Retirement Benefit Fund Holdings

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SBI Retirement Benefit Fund Riskometer

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SBI Retirement Benefit Fund AMC Details

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SBI Retirement Benefit Fund FAQs

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How can I invest in the SBI Retirement Benefit Fund ?

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What are the historical returns of the SBI Retirement Benefit Fund ?

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What is the Net Asset Value (NAV) of SBI Retirement Benefit Fund currently?

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Is SBI Retirement Benefit Fund a good investment option for me?

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What are the expense ratios associated with SBI Retirement Benefit Fund ?

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Can I invest in both SIP and Lump Sum plans for SBI Retirement Benefit Fund ?

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How can I redeem my investments in the SBI Retirement Benefit Fund ?

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What is the current Asset Under Management (AUM) for SBI Retirement Benefit Fund ?

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How can I invest in the SBI Retirement Benefit Fund through SIPs of INR 1000 per month?

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Disclaimer

Past performance is not an indicator of future returns.

Mutual Fund investments are subject to market risks, read all scheme related documents and Terms & Conditions carefully for more information.