Sbi Retirement Benefit Fund Aggressive Plan - Direct Plan Growth
Equity | Solution Oriented - Retirement
3Y Returns
17.23%
Min SIP
₹500
Min Lumpsum
₹5000
Expense Ratio
0.84%
Fund Size
₹2065 Cr
Inception Date
10-Feb-21
Fund Manager
Rohit Shimpi
Exit Load
Nil.
Overall Fund Zi Tag
Asset Allocation
Equity
94.42%
Debt & Others
5.58%
Market Cap Allocation
Large Cap
54.06%
Mid Cap
29.74%
Small Cap
10.61%
Other Cap
5.58%
Investment 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.
Fund House Detail
AMC Name
SBI Funds Management Private Limited
Scheme Document
https://www.sbimf.com/en-us/offer-document-sid-kimAddress
191, Maker Tower 'E'Cuffe ParadeMumbai - 400 005
Sbi Retirement Benefit Fund Aggressive Plan - Direct Plan Growth
1Y
22.69%
3Y
17.23%
5Y
NA
Icici Prudential Retirement Fund Pure Equity Plan Direct Plan Growth
1Y
37.36%
3Y
22.19%
5Y
25.6%
Hdfc Retirement Savings Fund - Equity Plan - Direct Plan - Growth Option
1Y
27.44%
3Y
21.21%
5Y
25.35%
Nippon India Retirement Fund-Wealth Creation Scheme Direct Plan-Growth Option
1Y
31.04%
3Y
18.73%
5Y
18.13%
Aditya Birla Sun Life Retirement Fund - The 30S Plan Direct Growth
1Y
27.58%
3Y
14.57%
5Y
14.96%
Axis Retirement Savings Fund - Aggressive Plan Direct Growth
1Y
27.49%
3Y
11.67%
5Y
NA
Union Retirement Fund Direct Growth
1Y
25.1%
3Y
NA
5Y
NA
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