SBI Retirement Benefit Fund-Aggressive Plan-Dir(G) logo

SBI Retirement Benefit Fund Aggressive Plan Direct Growth

Solution Oriented

|

Retirement Fund

NAV ₹21.81 as on 17 Nov 2025

RiskVery High

Fund Size₹3,124.46Cr

NAV₹21.81 as on 17 Nov 2025
RiskVery High
Fund Size₹3,124.46Cr

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Investment Details
Top Rated Funds

Lock-in

5 Years

Min One Time Amount

₹5,000

Min Withdrawal Amount

₹-

Min SIP Amount

₹500

Min Additional Amount

₹1,000

Exit Load

Nil

Basic Details

Age

4 years 9 months (Since Feb 10, 2021)

Return since Launch

17.76%

Expense ratio

0.92%

Type

OPEN

AUM (Fund Size)

₹3,124.46

Risk Grade

Very High

Benchmark

BSE 500 TRI

Calculate Your Returns
Select Duration
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Returns
Total investment of ₹2,40,000
Would have become ₹61,949 (+209.74%)
Fund Manager

Name:

Ardhendu Bhattacharya

Experience:

Mr. Ardhendu Bhattacharya (Fixed Income Dealer) joined SBIFML in April 2019. He has over 13 years of experience in finance sector. Prior to joining SBIFML, he was previously associated with following entities. ICICI Bank Limited (June 2014 - April 2019) - Primarily involved in trading in money markets and short term corporate bonds Citibank N.A. ( April 2010 - June 2013) - Principally handled currency and trade sales

Asset Allocation
Scheme Holding Summary

Banks

Refineries

Automobile

Infrastructure Developers & Operators

IT - Software

E-Commerce/App based Aggregator

Cement

Non Ferrous Metals

Debt Others

Bearings

Quick Service Restaurant

Finance

Pharmaceuticals

Paints/Varnish

Power Generation & Distribution

Auto Ancillaries

Insurance

Chemicals

Ceramic Products

Capital Goods-Non Electrical Equipment

Electronics

Realty

DLF Ltd

1.11%

Consumer Durables

Capital Goods - Electrical Equipment

Healthcare

Readymade Garments/ Apparells

Hotels & Restaurants

Sugar

Govt. Securities

Castings, Forgings & Fastners

Preference n Warrants

Miscellaneous

See All
RiskometerLevel of risk in the scheme
Moderate
High
Low
Very
High

Your investment will be at Very High Risk

Fund house & investment objective
Rank (total assets)#1 in India
Total AUM₹12,07,585.39Cr
Date of Incorporation07 Feb 1992
SBI Retirement Benefit Fund Aggressive Plan Direct Growth is a Solution Oriented Mutual Fund Scheme launched by SBI Mutual Fund. This scheme was made available to investors on 10 Feb 2021. The fund currently has an Asset Under Management(AUM) of ₹12,07,585.39 Cr and the Latest NAV as of 17 Nov 2025 is ₹21.81.
The SBI Retirement Benefit Fund Aggressive Plan Direct Growth is rated Very High. Minimum SIP Investment is set to ₹500 . Minimum Lumpsum Investment is ₹5,000. Exit load of Nil.
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Returns and Rankings

Category: Solution Oriented Retirement Fund

1Y3Y5YAll
Fund returns5.76%4.63%-4.17%
Category average7.78%4.25%2.47%-
Rank within category211117-

FAQ’s

What kind of returns does SBI Retirement Benefit Fund Aggressive Plan Direct Growth provide?

SBI Retirement Benefit Fund Aggressive Plan Direct Growth has given a return of 14.54% in the past 3 years.

What is the expense ratio charged by SBI Retirement Benefit Fund Aggressive Plan Direct Growth?

The Expense Ratio charged by SBI Retirement Benefit Fund Aggressive Plan Direct Growth is 0.92%.

What is the AUM size of SBI Retirement Benefit Fund Aggressive Plan Direct Growth?

The AUM size of SBI Retirement Benefit Fund Aggressive Plan Direct Growth is ₹3,124.46Cr.

What is the minimum SIP amount that you can invest in SBI Retirement Benefit Fund Aggressive Plan Direct Growth?

₹500 is the minimum SIP amount that you can invest in SBI Retirement Benefit Fund Aggressive Plan Direct Growth .

What are the top stock holdings of SBI Retirement Benefit Fund Aggressive Plan Direct Growth?

The top stock holdings of SBI Retirement Benefit Fund Aggressive Plan Direct Growth include , HDFC Bank Ltd , ICICI Bank Ltd , State Bank of India and Kotak Mahindra Bank Ltd.

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*By clicking, I agree to the T&C and Whatsapp updates.