SBI Retirement Benefit Fund-Aggrs Hyb Plan-D(IDCW)

SBI Retirement Benefit Fund-Aggrs Hyb Plan-D(IDCW)

Very HighEquityHybrid

Scheme Details

1.17%

Expense Ratio

₹1,517 cr

Fund Size

₹5,000

Minimum Lumpsum

₹3,000

Minimum SIP

Performance

1y

3y

5y

All

Annualized Returns

21.45%

14.94%

-%

19%

Benchmark Returns

-

-

-

-

Rank Within Category

-

-

-

-

Peer Comparison

Fund Name

SBI Retirement Benefit Fund-Aggrs Hyb Plan-D(IDCW)

Sundaram Emerging Small Cap Series III - Dir (G)

Sundaram Emerging Small Cap Series II - Dir (G)

Sundaram Emerging Small Cap Series IV - Dir (G)

SBI PSU Fund - Direct (G)

Holdings

Holdings

Sector Wise

GSEC2025

7.51%

HDFC Bank

6.08%

GSEC2026

5.66%

ICICI Bank

4.8%

National High

4.64%

Fund Manager

G

Gaurav Mehta

M

Mohit Jain

D

Dinesh Ahuja