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SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)

SBI · Aggressive Hybrid
High
₹19.23
Current NAV
25 Jun 2026
16.1%
1Y Return
11.6%
3Y CAGR
10.6%
5Y CAGR
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Analysis & Suitability
Pros / Upsides
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.31).
  • Generates significant excess returns relative to benchmark index (Alpha: 5.81).
  • Well-diversified portfolio aligned with the Aggressive Hybrid mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.01%) which can affect compounding over long horizons.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.31
Sharpe Ratio
1.21
Beta
5.81
Alpha
1.72
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Fund Details
Fund House SBI
Category Aggressive Hybrid
AUM ₹8360 Cr
Expense Ratio 2.01%
Min SIP ₹500
Min Lumpsum ₹1000
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