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

Retirement Fund • OPEN
NAV as of May 14, 2026
₹20.39
1 day change
Returns since inception
14.44%
CAGR
AUM (Fund size)
₹3,013 Cr
NAV: ₹ 20.39
as on May 14, 2026
SBI Retirement Benefit Fund-Aggressive Plan-Dir(G)

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

AUM (Fund size) ₹ 3,013 Cr
Expense ratio 0.93 %
Exit load Nil
Plan type Direct Fund
Risk Very High
Lock-in Period Nil
Benchmark BSE 500 TRI
Min. investment SIP: ₹500    Lumpsum: ₹5,000
Age 5 yrs 3 m since Jan 20, 2021
Tax implication STCG Tax: As per your Income Tax Slab, if redeemed before 3 Years, LTCG Tax: 20% with indexation benefitu00a0 post 3 Years

Holdings Distribution

Banks
22.46%
Auto Components
6.38%
Petroleum Products
6.08%
Automobiles
5.61%
Industrial Products
5.52%

Top Holdings

HDFC Bank 7.13%
Reliance Industr 6.08%
ICICI Bank 5.79%
SBI 4.15%
Larsen & Toubro 4.06%
Maruti Suzuki 3.67%
Infosys 3.28%
UltraTech Cem. 2.86%
Axis Bank 2.84%
Urban Company 2.58%

Peer Comparison

Fund Name 1Y 3Y 5Y
SBI Retirement Benefit Fund-Aggressive Plan-Dir(G) -2.57% 10.77% 14.19%

Scheme Information

SBI Retirement Benefit Fund-Aggressive Plan-Dir(G) was launched on 20/01/2021. The fund manages ₹3,013 Cr in assets. Its current expense ratio is 0.93%.

Fund Manager: Ardhendu Bhattacharya

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FAQs on SBI Retirement Benefit Fund-Aggressive Plan-Dir(G)

The current expense ratio of SBI Retirement Benefit Fund-Aggressive Plan-Dir(G) is 0.93%.

The AUM of SBI Retirement Benefit Fund-Aggressive Plan-Dir(G) is ₹3,013 crore.

Log in to your investment platform, select the fund, enter units or amount, and confirm the redemption request.

Yes, SBI Retirement Benefit Fund-Aggressive Plan-Dir(G) allows both SIP and lump sum investments.

The latest NAV is ₹20.39.

Minimum SIP starts from ₹500.

Redemption can be done via AMC website or your investment platform.

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