TradePilotMutual funds · Retirement Funds
SBI Retirement Benefit Fund - Aggressive Plan
SBI Mutual Fund · Regular plan · Growth option
NAV history
NAV history: mfapi.in (AMFI data).
Scheme facts
- Scheme code
- 148698
- Category
- Solution Oriented Scheme - Retirement Fund
- ISIN
- INF200KA1S30
- Plan / option
- Regular / Growth
- Fund age
- 5.7 years
- Rank in category
- 13 of 27 by 3-year CAGR
- Expense ratio (TER)
- 2.07% a year declared 2026-11-08, AMFI
- AUM
- Not in free feeds
Returns and risk
1 month▲ +8.0%
3 months▲ +1.0%
6 months▲ +7.6%
1 year▲ +3.3%
3-year CAGR▲ +9.2%
5-year CAGR▲ +9.2%
10-year CAGR–
Volatility (3y)13.2%
Sharpe (3y)0.29
Sortino (3y)0.40
Beta vs NIFTY 500.97
Max fall (3y)-18.4%
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 | 22.3380 |
| Direct · IDCW | 22.3261 |
| Regular · IDCW | 20.8150 |
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.