SBI Retirement Benefit Fund - Aggressive Hybrid Plan Regular-Growth
Hybrid
Aggressive Hybrid
₹0.65% 1D
NAV on
Overview
Chart
Returns
Asset Allocation
Fund Info
Risk & Return Ratio
Fund Overview
- Rating
3 - Minimum Investment₹5000
- NAV (Net Asset Value)₹N/A
- AUM (Fund size)₹1588 Cr
- Created on3 Feb 2021
Fund Ranking
#30
/ 40 in Aggressive Hybrid
Risk Level
Very High
Very High
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Returns
Trailing Return
Rolling Return
- 6 Month2.9%
- 1 Year-1.7%
- 3 Year (CAGR)7.5%
- All Time (CAGR)11.8%
Category Return
- 6 Month1.9%
- 1 Year-2.2%
- 3 Year (CAGR)9.4%
- All Time (CAGR)13.3%
Asset Allocation
- Equity77.5%
- Debt0.6%
- Commodity9.1%
- Real Estate8.1%
- Other4.7%
Top 5 Holdings
Top 5 Sectors
- ABB India0.85%
- Asian Paints1.26%
- Bajaj Finance1.70%
- Balrampur Chini Mills1.04%
- Berger Paints India0.86%
Fund Information
- Expense Ratio2.14%
- Exit LoadNo Exit Load
- Lock-In Period5 Years
Managed By
Ardhendu Bhattacharya
June 2021 - Present
Rohit Shimpi
Oct 2021 - Present
Pradeep Kesavan
Dec 2023 - Present
Risk & Return Ratio
- Sharpe Ratio
Sharpe Ratio evaluates a fund's return relative to its risk. Higher values signify better risk-adjusted performance. 0.21 - Standard Deviation
Standard deviation measures the volatility of a fund's returns. The higher the value, the riskier the investment. 12.43 - Alpha
Alpha in mutual funds measures excess return relative to a benchmark, indicating a manager's skill at generating returns beyond market performance. 0.00 - Beta
Beta in mutual funds indicates a fund's sensitivity to market changes. A beta over 1 means it's more volatile than the market, while below 1 implies less volatility. 0.00