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SBI Retirement Benefit Fund-Aggrs Hyb Plan (G)

Retirement Fund • OPEN
NAV as of May 22, 2026
₹18.78
1 day change
Returns since inception
12.67%
CAGR
AUM (Fund size)
₹1,582 Cr
NAV: ₹ 18.78
as on May 22, 2026
SBI Retirement Benefit Fund-Aggrs Hyb Plan (G)

SBI Retirement Benefit Fund-Aggrs Hyb Plan (G) Overview

AUM (Fund size) ₹ 1,582 Cr
Expense ratio 2.07 %
Exit load Nil
Plan type Regular Fund
Risk Very High
Lock-in Period Nil
Benchmark CRISIL Hybrid 35+65 - Aggressive Index
Min. investment SIP: ₹500    Lumpsum: ₹5,000
Age 5 yrs 4 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
17.90%
Debt
10.66%
Others
5.23%
Auto Components
5.17%
Petroleum Products
4.77%

Top Holdings

HDFC Bank 5.81%
SBI Gold ETF 5.21%
TREPS 5.10%
GSEC2035 6.48 4.93%
Reliance Industr 4.77%
ICICI Bank 4.57%
Larsen & Toubro 3.24%
SBI 3.20%
Maruti Suzuki 2.93%
National High 2.91%

Peer Comparison

Fund Name 1Y 3Y 5Y
SBI Retirement Benefit Fund-Aggrs Hyb Plan (G) 1.98% 10.44% 11.91%

Scheme Information

SBI Retirement Benefit Fund-Aggrs Hyb Plan (G) was launched on 20/01/2021. The fund manages ₹1,582 Cr in assets. Its current expense ratio is 2.07%.

Fund Manager: Ardhendu Bhattacharya

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FAQs on SBI Retirement Benefit Fund-Aggrs Hyb Plan (G)

The current expense ratio of SBI Retirement Benefit Fund-Aggrs Hyb Plan (G) is 2.07%.

The AUM of SBI Retirement Benefit Fund-Aggrs Hyb Plan (G) is ₹1,582 crore.

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

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

The latest NAV is ₹18.78.

Minimum SIP starts from ₹500.

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

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