SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | 31.1 | 20.86 | N/A | N/A |
Average Rolling Returns(%) | 17.72 | N/A | N/A | N/A |
The Current NAV of SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth is ₹18.29.
It is better to invest in a fund with a longer track record as SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark S&P BSE 500 - TRI returns, as Funds portfolio is significantly different.
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth fund’s expense ratio is 2.00%
The process for redemption is
The AUM of SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth is currently ₹2,213 Crores.
The Top three stocks are HDFC Bank, ICICI Bank and Maruti Suzuki and account for 19% of its portfolio. Top 5 and 10 stocks of fund account for 27% and 45% of fund’s portfolio respectively.
Top three sectors of SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth fund are BFSI, Auto and Construction & Infrastructure accounting for 59% of the total portfolio.
Since this is a Solution Oriented - Retirement Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth Fund is Solution Oriented - Retirement Fund.
Rohit Shimpi and Ardhendu Bhattacharya manage the SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth Fund.
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth current PE ratio is 0.00 and PB ratio is 0.00
The asset allocation of SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth is Stocks : 93.65%, Debt : 6.35% and Gold : 0%
The minimum SIP amount for SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth is ₹1000.00 and minimum lumpsum is ₹5000.00
The exit load for SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth is Nil