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SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Direct Plan - Growth
★★★★★ monitor_heart Health Score: 64/100 · AverageSBI Mutual Fund · Solution Oriented · Retirement Fund
₹20.31
AUM: ₹1,581 Cr
NAV updated about 2 months ago
Plan
Direct
Option
Growth
Risk
—
Expense Ratio
1.07%
Exit Load
Nil
Fund Manager
Dinesh Ahuja
Inception
Feb 2021
Benchmark
CRISIL Hybrid 35+65 Aggressive Index
Sharpe Ratio
-0.51
Std Dev (1Y)
11.9%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
-2.15%
3m
+1.48%
6m
-3.24%
1y
-0.5%
3y
+10.36%
5y
+12.45%
10y
—
since inception
+13.39%
rate_review TopFund's Take on SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Direct Plan - Growth
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Direct Plan - Growth sits in the middle of the pack for Retirement Fund funds, currently carrying a 3-star rating. It has delivered steady, if unspectacular, returns over a full market cycle. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 64/100.
Cost: At 1.07%, the expense ratio runs 14% above the Retirement Fund category average of 0.94%. That gap is worth weighing against the fund's actual performance versus cheaper peers before committing to a long SIP.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a negative Sharpe ratio of -0.51 — over the past year, returns haven't kept pace with the volatility involved, even before accounting for the risk-free rate. Separately, annualised volatility of 11.9% is on the lower side, suggesting a comparatively smoother ride.
Who should invest: This fund is best suited to investors whose goals and risk appetite align with a Solution Oriented fund.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
donut_small Sector Allocation
pie_chart Asset Allocation
info Fund Snapshot
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tips_and_updates Tools & Guides for This Fund
Frequently Asked Questions about SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Direct Plan - Growth
The current NAV (Net Asset Value) of SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Direct Plan - Growth is ₹20.31. NAV is updated every business day after market close by AMFI.
1Y: -0.5% · 3Y CAGR: 10.36% · 5Y CAGR: 12.45%
The expense ratio is 1.07% per annum — the annual fee deducted from your investment to cover fund management costs.
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Direct Plan - Growth is managed by Dinesh Ahuja at SBI Mutual Fund.
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Direct Plan - Growth is a moderate risk fund. Suitable for investors with a moderate risk appetite.
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Direct Plan - Growth is a Retirement Fund fund. SIP suitability depends on your investment goal and risk profile.
The Assets Under Management (AUM) of SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Direct Plan - Growth is ₹1,582 crore as of the latest data.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.