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

+13.7%
(3Y CAGR)
OthersdotRetirement FunddotVery HighdotVR Rating
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VR Rating: 
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Fund Type

Scheme Details

NAV01 Aug 2025
19.7
AUM01 Jun 2025

3,007 Cr.

52 week high (NAV)26 Sep 2024
21.4
52 week low (NAV)07 Apr 2025
17.5
Inception date2021-02-10
Lock-in period

5 years

Minimum SIP500
Minimum Lumpsum5,000
Exit load info
NIL
Benchmark IndexBSE 500 - TRI
KEY RATIOSinfo
Alpha0.05
Beta0.87
Standard Deviation3.50%
Sharpe Ratio0.26

Asset Allocation

Market capSectorsHoldings
Market cap (0)Allocation

Peer Comparison

Name1Y ReturnVR Rating1Y Rank3Y Rank5Y RankAlphaNAV(₹)

Fund Managers

Rohit Shimpi2021-10-01 - Present
Ardhendu Bhattacharya
SBI Retirement Benefit Fund-Aggressive Plan-Reg(G) was launched on 2021-02-10 by SBI Mutual Fund. It is a Misc. Funds with an AUM of 3007crore. The latest NAV is 19.66, as of 2025-08-01. The SBI Retirement Benefit Fund-Aggressive Plan-Reg(G) is rated as 4. The minimum SIP amount for the SBI Retirement Benefit Fund-Aggressive Plan-Reg(G) is 500 and the minimum lumpsum amount is 5000.
personal

+91

Frequently Asked Questions

To invest a lumpsum amount in SBI Retirement Benefit Fund-Aggressive 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 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 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 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 Plan-Reg(G).

It will take up to one trading day for the invested SBI Retirement Benefit Fund-Aggressive Plan-Reg(G) units to reflect in your portfolio. For example, If you have made the investment in SBI Retirement Benefit Fund-Aggressive 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.