SBI Retirement Benefit Fund - Aggressive Plan Regular Payout of Income Dist cum cap wdrl
AllocationRetirement
20.47
-0.03(-0.13%)
NAV as on 23 Dec, 2025
CAGR
14.55%
- AUM (Crs.)3,156.53
- Expense Ratio1.91 %
- Sharpe Ratio / Category Average0.54
- Standard Deviation / Category Average11.73
- Beta / Category Average-
- Portfolio Turnover / Category Average17.89 / 47.08
- Top 5 Stocks Wt.28.93
- Top 10 Stocks Wt.44.25
- Top 3 Sectors Wt.61.27
- Investment StyleLarge Growth
- Morningstar Rating
Portfolio
Asset Allocation
Weightage by Market Cap
Concentration
- No. of Stocks--
- Avg. Market Cap--
- Top 10 Stocks--
- Top 5 Stocks--
- Top 3 Sectors--
View Holdings
Fundamentals
| Measures | Fund | Category Average |
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Risk Metrics
Peers
1Y3Y5Y10Y
| Mutual Fund | AUM (cr.) | 3YReturns |
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Holdings
Stocks
Sector
About
- Fund Manager(s)Check HistoryArdhendu Bhattacharya, Rohit Shimpi
- Launch Date17 Feb, 2021
- BenchmarkS&P BSE 500
Objective
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.
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