SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular-Growth
Hybrid
Aggressive Hybrid
₹0.4% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Other Info
Fund Overview
- Rating
3 - Minimum Investment₹5000
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹1557 Cr
- Created on3 Feb 2021
Fund Ranking
#29
/ 41 in Aggressive Hybrid
Risk Level
Very High
Very High
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Returns
Trailing Return
Rolling Return
- 6 Month6.7%
- 1 Year3.6%
- 3 Year (CAGR)9.5%
- All Time (CAGR)12.8%
Category Return
- 6 Month7.0%
- 1 Year2.2%
- 3 Year (CAGR)11.2%
- All Time (CAGR)13.4%
Asset Allocation
- Equity79.1%
- Debt0.6%
- Commodity8.8%
- Real Estate8.0%
- Other3.5%
Top 5 Holdings
Top 5 Sectors
- ABB India0.82%
- Asian Paints1.24%
- Bajaj Finance1.70%
- Balrampur Chini Mills0.95%
- Berger Paints India0.90%
Fund Information
- Expense Ratio2.14%
- Exit LoadNo Exit Load
- Lock-In Period5 Years
Managed By
Ardhendu Bhattacharya
June 2021 - Present
Rohit Shimpi
Oct 2021 - Present
Pradeep Kesavan
Dec 2023 - Present
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.23 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 12.39 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 0.00 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 0.00
Refer other scheme related information here: Scheme details, SAI, Portfolio Disclosures, Fact Sheet, Scheme Performance, Fund news, Commission Disclosure
Disclaimer: Mutual fund investments are subject to market risks, read all scheme related documents carefully.