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SBI Mutual Fund · Retirement Fund
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth
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. However there can be no assurance that the investment objective of the Scheme will be realized.
Mixed AssetBenchmark · CRISIL Hybrid 35+65 - Aggressive IndexTER · 2.16%Inception · 05-02-2021
NAV
₹18.87
+0.78% · as of 13-10-2026
Since inception
11.66%
CAGR
Benchmark (inception)
11.63%
CAGR
Fund size
₹1,587 Cr
AUM
Expense ratio
2.16%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +11.66% CAGR vs benchmark +11.63%.
Portfolio
Where the money is invested
Top holdings
HDFC BANK LIMITED EQ NEW FV RE. 1/-5.75%
ICICI BANK LIMITED EQ NEW FV RS. 2/-4.72%
SBI Gold ETF4.51%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-3.48%
MARUTI SUZUKI INDIA LIMITED EQ3.05%
STATE BANK OF INDIA EQ NEW RE. 1/-3.04%
6.9% Government of India2.88%
National Highways Infra Trust2.70%
Altius Telecom Infrastructure Trust2.54%
Cube Highways Trust2.49%
Sector allocation
Financial Services22.54%
Capital Goods8.97%
Automobile and Auto Components8.61%
Consumer Services6.54%
Consumer Durables4.27%
Construction Materials4.02%
Healthcare3.51%
Information Technology3.50%
Construction3.48%
Chemicals2.67%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 11.7% p.a.₹10,000
10 years
Projected value
₹22,76,922
Invested: ₹12,00,000
Gained: ₹10,76,922
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Rohit Shimpi, Mr. Ardhendu Bhattacharya
Manager since fund inception data not available
ISIN & identifiers
AMFI code
148695
ISIN (Growth)
INF200KA1S71
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Retirement Fund funds
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