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SBI Retirement Benefit Fund-Aggressive Hybrid Plan-Reg(G)

+10.5%
(3Y CAGR)
OthersdotRetirement FunddotVery HighdotVR Rating
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VR Rating: 
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Fund Type

Scheme Details

NAV24 Mar 2026
17.5
AUM01 Feb 2026

1,640 Cr.

52 week high (NAV)05 Jan 2026
19.6
52 week low (NAV)07 Apr 2025
16.7
Inception date10 Feb 2021
Lock-in period

5 years

Minimum SIP500
Minimum Lumpsum5,000
Exit load info
NIL
Benchmark IndexCRISIL Hybrid 35+65 - Aggressive Index
KEY RATIOSinfo
Alpha-0.11
Beta1.13
Standard Deviation2.83%
Sharpe Ratio0.18

Asset Allocation

Market capSectorsHoldings
Market cap (0)Allocation

Peer Comparison

Name1Y ReturnVR Rating1Y Rank3Y Rank5Y RankAlphaNAV(₹)
noteRatings powered by Value Research

Fund Managers

Rohit Shimpi01 Oct 2021 - Present
Ardhendu Bhattacharya

Frequently Asked Questions

To invest a lumpsum amount in SBI Retirement Benefit Fund-Aggressive Hybrid Plan-Reg(G) with Ventura: Access the Mutual funds section by logging in to Ventura through your browser/mobile app Select SBI Retirement Benefit Fund-Aggressive Hybrid Plan-Reg(G) from the list, the amount to be invested & make the payment.

To start a SIP (Systematic Investment Plan) in SBI Retirement Benefit Fund-Aggressive Hybrid Plan-Reg(G) with Ventura: Access the Mutual funds section by logging in to Ventura through your browser/mobile app Select SBI Retirement Benefit Fund-Aggressive Hybrid Plan-Reg(G) from the list, the amount to be invested & date of deduction. Pay the first instalment towards your SIP. Set the autopay mandate to enable regular investment of future SIP instalments, directly from your bank account. And you're done. Note: Remember to keep your bank account funded with the amount for regular SIPs for your mutual fund investment in SBI Retirement Benefit Fund-Aggressive Hybrid Plan-Reg(G).

It will take up to one trading day for the invested SBI Retirement Benefit Fund-Aggressive Hybrid Plan-Reg(G) units to reflect in your portfolio. For example, If you have made the investment in SBI Retirement Benefit Fund-Aggressive Hybrid Plan-Reg(G) on Monday before the cut-off time, the units will be allotted to you by Tuesday or the next working day if it is followed by a holiday. The NAV (Net Asset Value) for the units allotted will be as of the day you place your trades.

Yes, mutual funds can be bought or redeemed after market hours through the Ventura web platform or mobile application. However, the execution of these orders depends on the mutual fund's cutoff time for processing transactions.