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

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

Very HighEquityHybrid
Not Rated
Loading...

Scheme Details

1.17%

Expense Ratio

₹1,349 cr

Fund Size

₹5,000

Minimum Lumpsum

₹3,000

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
24.96%
19.58%
-%
19.37%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
SBI Retirement Benefit Fund-Aggrs Hyb Plan-D(IDCW)
24.96%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
A
Aditya Birla SL PSU Equity Fund - Direct (G)
93.13%
S
SBI PSU Fund - Direct (G)
97.51%

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