SBI Retirement Benefit Fund - Aggressive Plan - Direct Plan - IDCW
SBI Mutual Fund · Retirement Fund · Direct · IDCW
NAV · as of 11/09/2026
21.60
1D
-0.35%1Y
+2.55%Key stats
- Expense ratio
- 1.10%
- AUM
- ₹3.24 K Cr
- Launched
- 17/02/2021
- Fund manager
- Rohit Shimpi; Ardhendu Bhattacharya
- Lock-in
- 5 days
- Risk
- Very High Risk
- Min lump-sum
- ₹5,000
- Min SIP
- ₹500/mo
- Fresh lump-sum
- Accepted
- Fresh SIP
- Accepted
NAV history
SBI Retirement Benefit Fund - Aggressive Plan - Direct Plan - IDCW
13/08/2026 to 11/09/2026
O - H - L -
Comparable peers
Aditya Birla Sun Life Retirement The 30s IDCW Payout Direct Plan
ABSL Retirement The 30s IDCW Payout (DP) · ₹473.10 Cr AUM
1Y+13.50%3Y+15.27%-Aditya Birla Sun Life Retirement The 30s IDCW Reinvest Direct Plan
ABSL Retirement The 30s IDCW Reinvest (DR) · ₹473.10 Cr AUM
1Y+13.50%3Y+15.27%-Aditya Birla Sun Life Retirement The 30s IDCW Reinvest Direct Plan
ABSL Retirement The 30s IDCW Reinvest (DR) · ₹473.10 Cr AUM
1Y+13.50%3Y+15.27%-Union Retirement IDCW Payout Direct Plan
Union Retirement IDCW Payout (DP) · ₹209.90 Cr AUM
1Y+5.06%3Y+12.35%-SBI Retirement Benefit Aggressive IDCW Payout Direct Plan
SBI Retirement Benefit Aggressive IDCW Payout (DP) · ₹3.24 K Cr AUM
1Y+2.55%3Y+8.02%-
Investment objective
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.
Scheme details
- Scheme code
- 148694
- Fund house
- SBI Mutual Fund
- Category
- Open Ended
- Type
- Solution Oriented Scheme
- Sub-category
- Retirement Fund
- Plan
- Direct
- Return type
- IDCW
- ISIN (Growth)
- INF200KA1S63
- ISIN (Div. Reinvest)
- -
- Tradable on exchange
- No