Comprehensive analysis of SBI Retirement Benefit Fund-Aggrs Hyb Plan (IDCW) (41835) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
SBI Funds Management Ltd
The investment objective of the scheme is to provide a comprehensive retirement saving solution that serves the variable needs of the investors through long term diversified investments in major asset classes. However, there can be no assurance that the investment objective of the Scheme will be realized.
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Weak Returns
High Risk
High Expenses
Equity Focused
Established Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Outperformance vs benchmark
Market exposure level
Historical performance consistency
Recent performance momentum
Fund manager experience
Assets under management
Risk-adjusted returns
Fund management costs
See how your money can grow and compare with popular investment options
Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| HDFC Bank Ltd | Banks | 7.36% |
| GSEC2031 | Govt. Securities | 6.67% |
| ICICI Bank Ltd | Banks | 5.15% |
| Reliance Industries Ltd | Refineries | 4.53% |
| Infosys Ltd | IT - Software | 3.28% |
| Tamil Nadu 2031 | Govt. Securities | 3.19% |
| Larsen & Toubro Ltd | Infrastructure Developers & Operators | 3.09% |
| Maruti Suzuki India Ltd | Automobile | 3.08% |
| UltraTech Cement Ltd | Cement | 2.56% |
| State Bank of India | Banks | 2.39% |
Compare against Retirement Fund category average
This comparison shows how the fund performs relative to the Retirement Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Retirement Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Franklin India Retirement Fund - Direct (G) | ₹239.10 | 7.42% | 3.52% | 11.31% |
| Franklin India Retirement Fund (G) | ₹217.95 | 7.00% | 2.72% | 10.46% |
| Tata Retirement Savings Fund - Progressiv-Dir (G) | ₹78.78 | 16.98% | -1.88% | 16.72% |
| Tata Retirement Savings Fund - Moderate-Dir (G) | ₹76.37 | 15.25% | 0.53% | 15.74% |
| Tata Retirement Savings Fund - Progressive (G) | ₹64.75 | 16.12% | -3.31% | 15.01% |
| Tata Retirement Savings Fund - Moderate (G) | ₹64.01 | 14.44% | -0.87% | 14.12% |
| HDFC Retirement Savings Fund - Equity - Dir (G) | ₹56.83 | 14.04% | -1.91% | 19.59% |
| UTI-Retirement Fund - Direct | ₹53.18 | 7.08% | 2.55% | 12.39% |
| HDFC Retirement Savings Fund - Equity (G) | ₹50.12 | 13.47% | -2.90% | 18.27% |
| UTI-Retirement Fund - Regular | ₹49.24 | 6.75% | 1.91% | 11.67% |
A seasoned investment professional with over 5 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.