SBI Retirement Benefit Fund - Aggressive Hybrid Plan
SBI Retirement Benefit Fund - Aggressive Hybrid Plan is a retirement fund of SBI Funds Management Limited with ₹1,574 cr under management. It is ahead of its benchmark (CRISIL Hybrid 35+65 - Aggressive Index) in 3 of 3 periods. Its direct plan charges 1.17% a year.
Has SBI Retirement Benefit Fund - Aggressive Hybrid Plan beaten its benchmark?
Ahead of its benchmark, CRISIL Hybrid 35+65 - Aggressive Index, in 3 of 3 periods in AMFI's figures; −0.33% over the last year against −2.82%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | −3.77% | −3.60% | — |
| 3 months | −2.53% | −5.03% | — |
| 6 months | +0.96% | −1.83% | — |
| 1 year | −0.35% | −4.06% | +3.71 pts |
| 3 years | +8.19% | +9.27% | −1.08 pts |
| 5 years | +9.23% | +8.00% | +1.23 pts |
| 10 years | — | +12.69% | — |
| Since start from 17 Feb 2021 | +12.85% | — | — |
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | −0.33% | −1.32% | −2.82% | +2.49 | 🔒 |
| 3y | +8.32% | +7.21% | +7.99% | +0.33 | 🔒 |
| 5y | +9.45% | +8.27% | +7.06% | +2.39 | 🔒 |
| 10y | — | — | — | — | — |
Value of 100, month-end
Feb 2021 to 14 Oct 2026₹100 put in at the start of Feb 2021 would be ₹202 on 14 Oct 2026, against ₹192 in the Nifty 500 TRI.
What does SBI Retirement Benefit Fund - Aggressive Hybrid Plan cost?
1.17% a year on the direct plan, 2.13% on the regular plan; 16 of 29 funds in its category charge less.
Who manages SBI Retirement Benefit Fund - Aggressive Hybrid Plan?
What does SBI Retirement Benefit Fund - Aggressive Hybrid Plan hold?
62 holdings as of None; the ten largest are 37.8% of the fund, the largest HDFC Bank Ltd. at 5.0%.
Mix
Holdings as of NoneFive largest
% of fundFive largest industries
% of fundBy company size
% of equity · SEBI size listsHow does SBI Retirement Benefit Fund - Aggressive Hybrid Plan score against its category?
Seven scores against funds of its kind, and the warning signs it trips.
Are the companies inside any good?
The holdings by valuation, forensic risk, business quality and balance sheet, weighted by their share of the fund.
How is SBI Retirement Benefit Fund - Aggressive Hybrid Plan run?
Turnover, what it bought and sold, its cash and its record in new listings, from its monthly holdings files.
Which funds hold much the same?
The index it is nearest and the funds whose holdings overlap most.
Funds that hold much the same
% of holdings in commonHow much is in its sponsor's own group?
Holdings in companies of the fund house's sponsor group, beside the index.
Questions people ask
What is the expense ratio of SBI Retirement Benefit Fund - Aggressive Hybrid Plan?
1.17% a year on the direct plan and 2.13% on the regular plan (expense report, Oct 2026).
How has SBI Retirement Benefit Fund - Aggressive Hybrid Plan done?
Its direct plan returned +8.32% a year over 3 years against +7.99% for its benchmark, CRISIL Hybrid 35+65 - Aggressive Index, as of 13 Oct 2026.
See SBI Retirement Benefit Fund - Aggressive Hybrid Plan beside your own funds in Valarth
