TradePilotMutual funds · Retirement Funds
SBI Retirement Benefit Fund - Aggressive Hybrid Plan
SBI Mutual Fund · Regular plan · Growth option
NAV history
NAV history: mfapi.in (AMFI data).
Scheme facts
- Scheme code
- 148695
- Category
- Solution Oriented Scheme - Retirement Fund
- ISIN
- INF200KA1S71
- Plan / option
- Regular / Growth
- Fund age
- 5.7 years
- Rank in category
- 12 of 27 by 3-year CAGR
- Expense ratio (TER)
- 2.14% a year declared 2026-11-08, AMFI
- AUM
- Not in free feeds
Returns and risk
1 month▲ +6.0%
3 months▲ +0.3%
6 months▲ +6.3%
1 year▲ +4.2%
3-year CAGR▲ +9.4%
5-year CAGR▲ +9.1%
10-year CAGR–
Volatility (3y)11.1%
Sharpe (3y)0.34
Sortino (3y)0.47
Beta vs NIFTY 500.80
Max fall (3y)-14.9%
Computed from NAV (1420 daily points to 2026-11-09). Returns are after expenses. Risk-free rate assumed 6.0% for Sharpe and Sortino.
Other plans of this scheme
| Direct · Growth | 21.2415 |
| Direct · IDCW | 21.2438 |
| Regular · IDCW | 19.9020 |
Information only, not investment advice. Past performance does not predict future results. Risk disclosure Mutual fund investments are subject to market risks; read all scheme-related documents carefully.