SBI Retirement Benefit Fund - Aggressive Plan
Open in live screener →Key metrics
Further reading: Median maximum drawdown by fund category, measured across 1,767 funds
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -2.38% | -5.81% | -5.19% | -3.86% | -6.62% | 6.89% | 9.12% | – | – |
NAV history
About this fund
SBI Retirement Benefit Fund - Aggressive Plan is a solution fund offered by SBI Mutual Fund, classified under Solution as Solution Oriented Scheme - Retirement Fund. Its risk profile depends on its holdings and category. Its latest NAV is ₹20.27, with assets under management of about ₹3,005 Cr (April - June 2026).
Further reading: What a category rank actually tells you
Performance analysis
Over the trailing one year, SBI Retirement Benefit Fund - Aggressive Plan has recorded a return of about -6.6%, with a three-year return of 6.9% and a five-year return of 9.1%. Its annualised volatility is 13.1% — moderate fluctuations — and its Sharpe ratio is -1.00, a measure of return per unit of risk taken. The direct-plan base expense ratio is 0.82%, deducted daily from the NAV.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 13.78 | 11.28 | -6.62 | 36.37 | 88% | 49% |
| 3Y | 16.00 | 15.04 | 6.89 | 24.10 | 100% | 81% |
| 5Y | 13.27 | 13.38 | 8.90 | 16.55 | 100% | 82% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| SBI Retirement Benefit Fund - Aggressive Hybrid Plan Solution Oriented Scheme - Retirement Fund | -5.43 | -4.22 | -2.93 | -3.96 | 7.75 | 9.21 | – | 0.91 |
| SBI Retirement Benefit Fund - Conservative Plan Solution Oriented Scheme - Retirement Fund | -1.56 | -1.30 | 0.43 | 0.07 | 6.16 | 6.53 | – | 0.79 |
| SBI Retirement Benefit Fund - Conservative Hybrid Plan Solution Oriented Scheme - Retirement Fund | -2.75 | -2.39 | -0.96 | -1.76 | 6.15 | 6.93 | – | 1.00 |
| Union Retirement Fund Solution Oriented Scheme - Retirement Fund | -6.15 | -6.96 | -3.92 | -3.63 | 10.75 | – | – | 0.98 |
| BANDHAN RETIREMENT FUND Solution Oriented Scheme - Retirement Fund | -2.51 | -3.60 | -2.70 | -4.16 | 8.38 | – | – | 0.71 |
| PGIM India Retirement Fund Solution Oriented Scheme - Retirement Fund | -6.04 | -5.38 | -0.17 | -4.92 | – | – | – | 0.83 |
| Baroda BNP Paribas Retirement Fund Solution Oriented Scheme - Retirement Fund | -4.03 | -3.51 | -1.32 | -2.45 | – | – | – | 0.90 |
| Franklin India Retirement Fund Solution Oriented Scheme - Retirement Fund | -2.59 | -2.37 | -1.93 | -3.59 | 6.82 | 6.38 | 7.46 | 1.24 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| SBI Ultra Short to Short Term Fund Income/Debt Oriented Schemes - Ultra Short to Short Term Fund | 0.15 | 1.15 | 2.72 | 5.62 | 7.12 | 6.50 | 6.73 | – |
| SBI SHORT TERM FUND Debt Scheme - Short Duration Fund | -0.40 | 0.16 | 1.93 | 4.02 | 7.08 | 6.27 | 6.92 | – |
| SBI Money Market Fund Debt Scheme - Money Market Fund | 0.26 | 1.47 | 3.01 | 6.20 | 7.24 | 6.66 | 6.74 | – |
| SBI MEDIUM TERM FUND Debt Scheme - Medium Duration Fund | -0.77 | 0.19 | 2.55 | 5.14 | 7.48 | 6.63 | 7.93 | – |
| SBI NIFTY INDEX FUND Other Scheme - Index Funds | -2.75 | -5.27 | -6.25 | -11.48 | 6.06 | 5.58 | 10.97 | 0.16 |
| SBI ULTRA SHORT TERM FUND Debt Scheme - Ultra Short Duration Fund | 0.31 | 1.46 | 3.02 | 6.29 | 7.10 | 6.48 | 6.55 | – |
| SBI OVERNIGHT FUND Debt Scheme - Overnight Fund | 0.43 | 1.28 | 2.58 | 5.22 | 5.99 | 5.73 | 5.35 | 0.07 |
| SBI CONTRA FUND Equity Scheme - Contra Fund | -3.90 | -4.95 | -4.87 | -7.88 | 9.53 | 13.30 | 14.64 | 0.59 |