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SBI Mutual Fund · Retirement Fund
SBI Retirement Benefit Fund - Aggressive 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 · BSE 500 TRITER · 1.94%Inception · 05-02-2021
NAV
₹20.10
+0.62% · as of 15-07-2026
Since inception
13.49%
CAGR
Benchmark (inception)
12.16%
CAGR
Fund size
₹3,113 Cr
AUM
Expense ratio
1.94%
31-05-2026
Performance
Returns vs benchmark & category
Since inception: +13.49% CAGR vs benchmark +12.16%.
Portfolio
Where the money is invested
Top holdings
HDFC BANK LIMITED EQ NEW FV RE. 1/-6.58%
ICICI BANK LIMITED EQ NEW FV RS. 2/-5.47%
RELIANCE INDUSTRIES LIMITED EQ5.42%
LARSEN AND TOUBRO LIMITED EQ NEW FV RS.2/-4.28%
STATE BANK OF INDIA EQ NEW RE. 1/-3.71%
MARUTI SUZUKI INDIA LIMITED EQ3.55%
TREPS3.45%
AXIS BANK LIMITED EQ NE FV RS. 2/-2.85%
ULTRATECH CEMENT LIMITED EQ2.77%
INFOSYS LIMITED EQ FV RS 52.76%
Sector allocation
Financial Services26.74%
Automobile and Auto Components11.89%
Capital Goods11.12%
Consumer Services6.60%
Oil, Gas & Consumable Fuels5.42%
Consumer Durables5.13%
Information Technology5.02%
Construction Materials4.81%
Construction4.28%
Realty3.48%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 13.5% p.a.₹10,000
10 years
Projected value
₹25,40,931
Invested: ₹12,00,000
Gained: ₹13,40,931
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
148698
ISIN (Growth)
INF200KA1S30
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Retirement Fund funds
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