SBI Retirement Benefit Fund Aggressive Plan Direct Growth

Solution Oriented
Retirement
Very High Risk
5Y Lock In
22.17%
3Y annualised
+0.32% 1D
1M
6M
1Y
3Y
All
NAV: 24 May 2024₹19.93
Min. SIP amount₹500
Rating4
Fund size₹2,319.56Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Solution Oriented Retirement
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA33.2%22.2%23.4%
Category averageNA39.3%18.6%NA
Rank with in categoryNA6317NA
Understand terms

Holdings (44)

NameSectorInstrumentAssets
FinancialEquity7.63%
FinancialEquity5.91%
AutomobileEquity5.14%
TechnologyEquity4.72%
EnergyEquity4.03%
FinancialEquity3.92%
ConstructionEquity3.57%
FinancialEquity3.45%
ConstructionEquity3.18%
Capital GoodsEquity2.96%
See All

Pros and cons

Category: Solution Oriented Retirement

Pros

Cons

Exit load is zero
1Y annualised returns lower than category average by 6.13%
Lower expense ratio: 0.82%
Lock-in period: 5Y
3Y annualised returns higher than category average by 3.53%
Higher alpha: 4.69 The fund has generated returns higher than benchmark - S&P BSE 500 Total Return Index - in the last 3Y

Expense ratio, exit load and tax

Expense ratio: 0.82%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹500

Fund management

Rohit Shimpi
Oct 2021 - Present
View details

Education
Mr. Shimpi is a B. Com., PGDBM (Finance), CFA.
Experience
Prior to joining SBI Mutaul Fund, he has worked with CNBC TV18, JP Morgan’s offshore research centre and HDFC Standard Life Insurance.
Also manages these schemes

Pradeep Kesavan
Dec 2023 - Present
View details

Education
Mr. Kesavan has done B.Com, MBA (Finance) and CFA
Experience
Prior to joining SBI MF, he has worked with Elara Capital, Accenture Strategy, Morgan Stanley and 3i Infotech
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
9th Floor-Crescenzo, C-38 & 39-G Block, Bandra-Kurla Complex,Bandra (East) Mumbai 400051
Phone
022-61793000 / 1800-425-5425
Launch Date
29 Jun 1987
E-mail
NA
SBI Mutual Fund
Asset Management Company
Custodian
SBI SG Global Securities Services Pvt.Ltd.
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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