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Sbi Retirement Benefit Fund Aggressive Hybrid Plan - Regular Plan Growth

Hybrid | Solution Oriented - Retirement

(NAV as of 15/04/2024)
16.74 (-0.99)

3Y Returns

18.12%

Min SIP

500

Min Lumpsum

5000

Expense Ratio

2.16%

Fund Size

1256 Cr

Inception Date

10-Feb-21

Fund Manager

Rohit Shimpi

Exit Load

Nil.

Wealthzi View

Overall Fund Zi Tag

Asset Allocation

Equity

77.87%

Debt & Others

22.13%

Market Cap Allocation

Large Cap

42.81%

Mid Cap

25.18%

Small Cap

9.88%

Other Cap

22.13%

Sector Allocation

Banks

18.09%

Govt-Sec

15.83%

Automobiles

13.02%

Industrial Products

9.11%

Internet and Technology

6.81%

Top Ten Holdings

7.69% CGL 2028

7.23%

HDFC Bank Ltd

6.02%

Infosys Ltd

4.53%

ICICI Bank Ltd

4.48%

Axis Bank Ltd

3.24%

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

Address

191, Maker Tower 'E'Cuffe ParadeMumbai - 400 005

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BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.
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Wealthzi Investment Advisers (A division of Lime Internet Private Limited)

[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]

[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: Jyoti Prakash Nayak, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sahad PV, Email: [email protected]]

[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]

Disclaimers:

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

The information is only for consumption by the client and such material should not be redistributed.