SBI Retirement Benefit Fund - Aggressive Plan - Direct Plan does not yet have a 5-year performance history.
The average return for Retirement funds is 0.00% .
The largest portfolio holding is HDFC BANK LTD with a portfolio weight of 6.28% .
The fund currently owns more than 58 stocks.
The top 10 holdings account for 38.23% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 9.13% | N/A |
| 2 Year Return | 25.93% | N/A |
| 3 Year Return | 64.23% | N/A |
| 4 Year Return | N/A | N/A |
| 5 Year Return | N/A | N/A |
| 6 Year Return | N/A | N/A |
| 7 Year Return | N/A | N/A |
| Expense Ratio | 0.83% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Finance - Banks - Private Sector |
6.28%
|
|
| 2 | Financials |
5.94%
|
|
| 3 |
4.48%
|
||
| 4 | Industrials |
3.93%
|
|
| 5 | Financials |
3.75%
|
|
| 6 | Consumer Discretionary |
3.41%
|
|
| 7 | Materials |
2.72%
|
|
| 8 | Financials |
2.59%
|
|
| 9 | Non-Banking Financial Company (NBFC) |
2.58%
|
|
| 10 | Information Technology |
2.55%
|
|
| 11 | Finance - Banks - Private Sector |
2.42%
|
|
| 12 | Consumer Discretionary |
2.14%
|
AMC: SBI
Category: Solution Oriented • Retirement
Launch Date: 20 Jan 2021
Fund Manager: Mr. Rohit Shimpi
Minimum Purchase: ₹5,000
Exit Load:
Lock-in: 1
Risk: Moderate Risk
SBI Retirement Benefit Fund - Aggressive Plan - Direct Plan is managed by SBI and belongs to the Solution Oriented category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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