SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth

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    Hybrid · Solution Oriented - RetirementNAV₹18.668 Oct 2026AUM₹1,672 croreExpense ratio2.13%1Y-0.68%3Y+7.62%5Y+8.79%

    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…

    Performance vs Benchmark

    FundNAV as of 8 Oct 2026

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    At a glance

    3 year return
    +7.62% a year

    If you had invested

    Period

    Loading NAV history.

    Portfolio

    As of 8 Oct 2026

    Asset class

    • Equity78.6%
    • Others13.2%
    • Real Estate7.6%
    • Debt0.6%

    Market cap

    • Large Cap40.4%
    • Mid Cap19.9%
    • Small Cap18.2%
    • Others21.4%

    Key figures

    Fund size
    ₹1,672 crore
    Expense ratio
    2.13% a year

    How it compares

    Trailing Returns

    1M3M6MYTD1Y3Y5Y7Y10Y
    This fund-3.80%-1.98%+7.23%-2.07%-0.68%+7.62%+8.79%N/AN/A

    Calendar Year Returns vs Benchmark

    Comparison with CRISIL Hybrid 35+65 - Aggressive Fund Index

    More detail

    Monthly returns, rolling returns, risk measures and the full NAV history.

    About SBI Retirement Benefit Fund Aggressive Hybrid Plan Regular Plan Growth

    SBI Retirement Benefit Fund Aggressive Hybrid Plan Regular Plan Growth is a Solution Oriented - Retirement hybrid fund from SBI Funds Management Private Limited, launched on 10 Feb 2021. Its benchmark is the CRISIL Hybrid 35+65 - Aggressive Fund Index. The expense ratio is 2.13% a year. It manages ₹1,672 crore. The NAV was ₹18.66 on 8 Oct 2026.

    See returns as a table

    Returns and volatility

    PeriodReturnVolatility a year
    Last 1 year-0.68%15.31%
    Last 3 years+7.62% a year12.31%
    Last 5 years+8.79% a year11.20%

    Returns over 3 years and longer are compounded annual returns. Volatility is the annualised standard deviation of returns over the same period. Figures as of 7 Oct 2026.

    Calendar year returns against the CRISIL Hybrid 35+65 - Aggressive Fund Index

    From 2021 to 2026, the fund returned more than the CRISIL Hybrid 35+65 - Aggressive Fund Index in 4 of 6 calendar years. The 2026 figure is year to date.

    Year202120222023
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    Wealth Home

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    Investing from the UAE. NRIs can generally invest once KYC is complete, paying from an NRE or NRO account. Some fund houses restrict residents of the US and Canada. India's tax on this fund depends on its equity share and when the units were bought, and is deducted when an NRI redeems. The UAE has no personal income tax and the India UAE treaty may apply, so confirm your position with a tax adviser.

    Data from RuDo Wealth fund analytics, NAV as of 8 Oct 2026; benchmark as named by SBI Funds Management Private Limited. India: RuDo Wealth Investment Advisory, SEBI Registered Investment Adviser, registration INA000019503. UAE: RuDo Digital Wealth, FSRA Financial Services Permission 220155, Category 3C (Retail), ADGM. General information, not a recommendation to buy or sell this fund. Past performance does not indicate future returns.

    2024
    2025
    2026 YTD
    This fund+25.40%+6.50%+23.05%+10.43%+6.97%-2.07%
    Benchmark+19.74%+4.79%+18.41%+12.80%+8.62%-74.72%

    Compare every retirement fund on returns, volatility, worst fall and cost.

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