SBI Funds Management Private Limited

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

EquitySolution Oriented - Retirement
  • Plan: Regular
  • |
  • Type: Open-Ended
  • |
  • Option: Growth
  • 1 yr return19.3%
  • 3 yr return-
  • 5 yr return-
  • Expense Ratio2.27%
  • Lock-in Period--
  • Exit Load0%
  • Fund Size (Cr)Rupees1364.9
  • NAVRupees14.6

Performance Graph

  • Show returns for: 1 yr 3 yrs 5 yrs
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Returns Calculator

  • Show returns for: SIP Lumpsum
  • Monthly SIP (Rupees)
  • Investment years: 1 3 5
  • Amount invested/month: Rupees-
  • Time Period: 1 years
  • Estimated Returns: Rupees0

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Investment 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.

Tax Implications

Taxation on mutual fund explained : https://zfunds.in/article/taxes-on-mutual-funds

Riskometer

Top Holdings

  • Companies %
  • ICICI Bank Ltd. 6.6
  • HDFC Bank Ltd. 6.5
  • Infosys Ltd. 5.5
  • Axis Bank Ltd. 4.5
  • Housing Development Finance Corporation Ltd. 4.4
  • Ultratech Cement Ltd. 4
  • Maruti Suzuki India Ltd. 3.8
  • ABB India Ltd. 3.5
  • State Bank of India 3.4
  • Larsen & Toubro Ltd. 3.2
  • Abbott India Ltd. 3.2
  • Sectors %
  • Banks23.9
  • Automobiles11.5
  • Industrial Products9.2
  • Internet and Technology8
  • Finance7

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