SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Direct - Growth
A Solution Oriented Scheme by SBI Funds Management Limited
3Y Returns (CAGR)
9.92%
Expense Ratio
1.07%
as of 01/05/2026
AUM
₹134.49 Cr
Qtr End: Mar 26
NAV
₹19.72
as of 03/06/2026
3Y Returns (CAGR)
9.92%
Expense Ratio
1.07%
as of 01/05/2026
AUM
₹134.49 Cr
Qtr End: Mar 26
NAV
₹19.72
as of 03/06/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -0.07% | -0.27% | 18.26% |
| 6M | -4.38% | -8.57% | 14.87% |
| 1Y | -0.47% | -0.47% | 11.49% |
| 3Y | 32.83% | 9.92% | 10.65% |
| 5Y | 77.13% | 12.11% | 10.77% |
Scheme Details
- Launch Date
- 20/01/2021
- Fund Age
- 5.3 years
- Minimum Investment
- ₹5,000
- Fund House
- SBI Mutual Fund
- Category
- Solution Oriented Scheme
- Sub-category
- Retirement Fund (Solution Oriented Scheme)
Similar Funds
Top funds in the same category and sub-category.
| Scheme | 3Y CAGR (%) | TER (%) | AUM (Cr) |
|---|---|---|---|
| ICICI Prudential Retirement Fund Pure Equity Plan - Direct - Growth | 22.63% | 0.72% | ₹316.87 |
| ICICI Prudential Retirement Fund Hybrid Aggressive Plan - Direct - Growth | 20.17% | 0.79% | ₹61.4 |
| Aditya Birla Sun Life Retirement Fund-The 30s Plan - Direct - Growth | 16.60% | 1.14% | ₹24.64 |
| ICICI Prudential Retirement Fund Hybrid Conservative Plan - Direct - Growth | 10.71% | 0.87% | ₹10.58 |
| Aditya Birla Sun Life Retirement Fund-The 50s Plan - Direct - Growth | 8.60% | 0.63% | ₹8.19 |
| Aditya Birla Sun Life Retirement Fund-The 40s Plan - Direct - Growth | 12.49% | 1.12% | ₹7.72 |
| Union Retirement Fund - Direct - Growth | 14.76% | 1.15% | ₹7.27 |