SolutionRetirement FundDirect · Growth
SBI Retirement Benefit Fund - Aggressive Plan - Direct Plan - Growth
SBI · Scheme 148683
₹21.94▼ 0.51%NAV · 2026-08-05
Strong FundScore
AUM
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Expense ratio
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3Y CAGR
10.6%
Risk (SEBI)
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Min SIP
—
Benchmark
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NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +1.99% |
| 3 Months | +5.73% |
| 6 Months | +3.03% |
| 1 Year | +4.95% |
| 3 Years (CAGR) | +10.57% |
| 5 Years (CAGR) | +13.20% |
| 10 Years (CAGR) | — |
| Since Launch | +15.18% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns52
Consistency100
Risk-adjusted43
Downside protection86
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 5Y CAGR: +13.2%
- ✓ 5Y CAGR vs category: +3.2% vs category avg
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Beat category: beat category in 84% of windows
- ✓ Volatility: 13% annualised
What to watch
- • 1Y return: +5.0%
- • Sharpe ratio: 0.67
- • Sortino ratio: 0.87
Risk metrics
Sharpe ratio
0.67
Sortino ratio
0.87
Volatility
13.09%
Max drawdown
-17.91%
Downside capture
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SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.