SolutionRetirement FundDirect · Growth
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Direct Plan - Growth
SBI · Scheme 148685
₹20.96▼ 0.41%NAV · 2026-08-05
Strong FundScore
AUM
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Expense ratio
—
3Y CAGR
11.0%
Risk (SEBI)
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Min SIP
—
Benchmark
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NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +1.50% |
| 3 Months | +5.07% |
| 6 Months | +3.11% |
| 1 Year | +6.98% |
| 3 Years (CAGR) | +11.03% |
| 5 Years (CAGR) | +12.65% |
| 10 Years (CAGR) | — |
| Since Launch | +14.26% |
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 →
Returns56
Consistency100
Risk-adjusted48
Downside protection94
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 5Y CAGR vs category: +2.7% vs category avg
- ✓ 1Y return vs category: +2.8% vs category avg
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Beat category: beat category in 81% of windows
- ✓ Volatility: 11% annualised
What to watch
- • 1Y return: +7.0%
- • Sortino ratio: 0.92
Risk metrics
Sharpe ratio
0.71
Sortino ratio
0.92
Volatility
10.75%
Max drawdown
-14.49%
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.