SBI Retirement Benefit Fund-Aggrs Hyb Plan (IDCW)

SBI Retirement Benefit Fund-Aggrs Hyb Plan (IDCW)

Very HighEquityHybrid
Not Rated
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Scheme Details

2.41%

Expense Ratio

₹1,517 cr

Fund Size

₹5,000

Minimum Lumpsum

₹3,000

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
18.9%
12.66%
-%
17.25%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
SBI Retirement Benefit Fund-Aggrs Hyb Plan (IDCW)
18.9%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
S
Sundaram Emerging Small Cap Series IV - Dir (G)
13.03%
S
Sundaram Emerging Small Cap Series V - Dir (G)
8.3%

Holdings

Holdings
Sector Wise
GSEC2025
7.51%
HDFC Bank
6.08%
GSEC2026
5.66%
ICICI Bank
4.8%
National High
4.64%

Fund Manager

D
Dinesh Ahuja
G
Gaurav Mehta
M
Mohit Jain