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Partner With Us NRI

Jan 18, 2022


Category

Others

AUM (Cr.)

706.53

Exit Load (%)

0.00

Min Inv Lumpsum

5,000

Expense Ratio

2.62

Sharpe Ratio

33.20

Beta Ratio

0.00

Fund Manager

Dinesh Ahuja

Inception Date

Feb 10, 2021

Risk Level

Very High

Investment Objective

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.

Return Calculator

Investment Type

SIP Lumpsum

Company

Period(Year)

Amount

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - SBI Retirement Benefit Fund-Aggressive Plan (G) 6.32 15.85 0 0 0 34.63
Benchmark - S&P BSE 500 TRI 7.61 15.17 33.66 21.41 18.42 0
Category Average - BEST ETFS/INDEX 2.48 4.7 10.36 9.64 8.22 11.9
Category Average - BEST ETFS/INDEX 2.64 7.51 18.16 10.22 8.88 10.04
Category Average - BEST ETFS/INDEX 6.01 11.74 23.97 17.85 16.79 15.95
Category Average - BEST ETFS/INDEX 5.02 10.56 21.01 15.89 14.82 15.84
Category Average - BEST ETFS/INDEX 1.57 4.08 7.93 9.41 8.29 9.5
Category Average - BEST ETFS/INDEX 6.87 15.7 33.7 13.42 12.37 9.44
Category Average - BEST ETFS/INDEX -0.26 3.81 4.13 8.1 6.44 6.76
Category Average - BEST ETFS/INDEX 6.19 10.83 43.68 22.83 18.21 20.68
Category Average - BEST ETFS/INDEX 4.22 7.44 26.61 17.35 14.98 17.56
Category Average - BEST ETFS/INDEX -0.04 2.93 8.5 8.9 7.58 8.88
Category Average - BEST ETFS/INDEX 6.55 29.02 41.24 0 0 21.