SolutionRetirement FundDirect · Growth
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Direct Plan - Growth
SBI · Scheme 148685
₹21.06▼ 0.43%NAV · 2026-09-18
Strong FundScore
AUM
₹1,629 cr
Expense ratio
1.19%
3Y CAGR
11.3%
Risk level
Moderately High
Min SIP
₹500
Benchmark
Nifty 500 TRI
Fund manager: Dinesh AhujaExit load: Nil
Strong · 72/100
A high-quality fund that scores well on the factors that matter.
🎯 A dependable core holding for long-term SIP investors.
📈 Why it could do well
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓Protects capital well — worst-ever fall was only 14%.
- ✓5Y CAGR vs category: +2.8% vs category avg
- ✓1Y return vs category: +2.7% vs category avg
- ✓Positive 3Y windows: 100% of rolling 3Y windows positive
📉 What could drag it down
- •1Y return: +6.8%
- •Sortino ratio: 0.92
FundScore breakdown
72/100 · Strong
Returns
Decent
Consistency
Excellent
Risk-adjusted
Average
Downside protection
Excellent
Cost efficiency
Decent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.