SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth
Fund House: SBI Mutual Fund| Category: Retirement Fund |
| Launch Date: 05-02-2021 |
| Asset Class: Mixed Asset |
| Benchmark: CRISIL Hybrid 35+65 Aggressive Index |
| TER: 2.12% As on (28-02-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5,000 |
| Minimum Topup: 1,000 |
| Total Assets: 1,395.62 Cr As on 28-02-2025(Source:AMFI) |
| Turn over: - | Exit Load: Nil |
17.5975
-0.04 (-0.2131%)
14.42%
Benchmark: 12.22%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
AK Hybrid Aggressive TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The scheme seeks to provide a comprehensive retirement saving solution that serves the variable needs of the investors through long term diversified investments in major asset classes.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 10.57 |
| Sharpe Ratio | 0.46 |
| Alpha | 1.27 |
| Beta | 1.06 |
| Yield to Maturity | 7.05 |
| Average Maturity | 2.97 |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth | 05-02-2021 | 5.75 | 16.55 | 12.36 | - | - |
| Aditya Birla Sun Life Retirement Fund-The 40s Plan-Regular Plan-Growth | 01-03-2019 | 10.94 | 19.51 | 11.98 | 15.6 | - |
| UTI Retirement Fund - Regular Plan | 26-12-1994 | 9.59 | 15.83 | 11.74 | 16.15 | 9.25 |
| Axis Retirement Fund - Dynamic Plan - Regular Growth | 05-12-2019 | 9.09 | 21.62 | 13.01 | 15.29 | - |
| Axis Retirement Fund - Aggressive Plan - Regular Growth | 01-12-2019 | 8.9 | 21.17 | 11.57 | 15.44 | - |
Scheme Characteristics
Invests in at least three asset classes with a minimum allocation of at least 10% each in all three asset classes.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
11.3%
Others
22.27%
Large Cap
50.48%
Mid Cap
15.95%
