Overview (as on 30 Jul 2021)

NAV

₹11.6964

1y returns

--

Fund AUM

₹493 Cr

Expense Ratio

1.04%

Min SIP

₹500

Min Lumpsum

₹5,000

Fund Performance

Calculator

Monthly SIP
Lumpsum

I would like to invest

 
For Time Period
5 years
Total investment
₹0

Asset Allocation

Sector Allocation
Financial Services
25.56%
Consumer
24.20%
Industrials
16.92%
Basic Materials
12.20%
Health
8.27%
Utilities
4.22%
Tech
3.94%
Defensive
2.73%
Communication
1.96%
Size Breakup
Large Cap
47.18%
Mid Cap
41.03%
Small Cap
11.79%

Key Metrics

Yield to Maturity 

4.37%

Modified Duration 

1.7 yr

Sharpe Ratio 

0.0

Std deviation 

0.0%

Holdings

Fund Details

Investment Objectives
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 Name
SBI Retirement Benefit Fund - Aggressive Plan Direct Growth
Scheme Document
Exit Load

After 0 Years : 0%

Plan Started
17 February, 2021
Fund Manager
Dinesh Ahuja
Fund House Details
Fund House
SBI Funds Management Private Limited
Email
partnerforlife@sbimf.com
Phone
+912267425687
Address
SBI Funds Management Private Limited,9th Floor, Crescenzo,,C-38 & 39, G Block, Bandra Kurla Complex,,Bandra (East),

Other Related Plans

Peer Funds

INDmoney Fund Score

Not available

Fund Managers

Dinesh Ahuja
Dinesh Ahuja

leader

Qualifications
B. Com., M.M.S.
Work Experience
"Dinesh Ahuja joined SBIFM in 2010. Prior to joining SBIFM, Dinesh was a fund manager with L&T Investment Management and Reliance Group for four years. Dinesh started his career in 1998 as a fixed income dealer on the sell side. Thereafter he worked in leading broking outfits for eight years before moving on the buy side in 2006. He is a Commerce graduate and holds his Masters degree in Finance from Mumbai University."
Mohit Jain
Mohit Jain

manager

Work Experience
"null"
Gaurav Mehta
Gaurav Mehta

manager

Work Experience
"null"

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