SBI Retirement Benefit Fund-Aggrs Hyb Plan-Dir(G)

SBI Retirement Benefit Fund-Aggrs Hyb Plan-Dir(G)

HighEquityHybrid
Not Rated
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Scheme Details

1.08%

Expense Ratio

₹1,480 cr

Fund Size

₹5,000

Minimum Lumpsum

₹3,000

Minimum SIP

Performance

1y
3y
5y
All
Annualized Returns
3.17%
12.95%
-%
15.24%
Benchmark Returns
-
-
-
-
Rank Within Category
-
-
-
-

Peer Comparison

Fund Name
SBI Retirement Benefit Fund-Aggrs Hyb Plan-Dir(G)
3.17%
S
Sundaram Emerging Small Cap Series III - Dir (G)
16.36%
S
Sundaram Emerging Small Cap Series II - Dir (G)
4.82%
M
Mirae Asset NYSE FANG+ ETF Fund of Fund - Dir (G)
59.7%
S
Sundaram Emerging Small Cap Series IV - Dir (G)
15.32%

Holdings

Holdings
Sector Wise
GSEC2025
8.25%
HDFC Bank
6.69%
GSEC2026
6.25%
ICICI Bank
5.09%
TREPS
4.59%

Fund Manager

D
Dinesh Ahuja
G
Gaurav Mehta
M
Mohit Jain