Investment type
SBI Retirement Benefit Fund-Aggressive Plan-Dir(G) is a mutual fund under the Retirement Solutions category, managed by SBI Mutual Fund. It was launched on 07 Feb 1992, and has been active for over 33 years. As of 30 Jun 2025 the fund manages assets worth ₹2,960 Crores. The expense ratio is 0.87%.
This fund generated returns of -1.24% in the last 1 year. Since its inception, it has provided an average annual return of 18.17%.
The fund's investments are mainly concentrated in sectors like Banks, IT-Software, Auto Components, Petroleum Products and Industrial Products.
The top five holdings in this fund include prominent companies such as HDFC Bank, ICICI Bank, Reliance Industr, Infosys and Larsen & Toubro.
The investment objective of the scheme is to provide a comprehensive retirement saving solution that serves the variable needs of the investors through long term diversified investments in major asset classes. However, there can be no assurance that the investment objective of the Scheme will be realized.
These funds have moderate to low risk, as they gradually shift from growth assets to more conservative investments as you near retirement.
Yes, if you’re planning for retirement and want a fund that adjusts its risk based on your age.
Ideally, until retirement, as these funds are designed to grow over a long period and become safer as you get closer to retirement age.
Yes, though early withdrawal could impact the fund’s growth potential and tax benefits.
Expenses can range from 0.5% to 1.5%, depending on the fund’s mix of assets and management.
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