SBI Retirement Benefit Fund Aggressive Hybrid Plan Direct Growth

Scheme code: INF200KA1S97 NAV value: ₹ 18.7281 NAV date: 19 March, 2026 TER: 1.04%
Fund option: Direct Fund type: Growth
Asset class: Solution Oriented Asset category: Retirement Fund

Rolling returns

Summary

Duration Min (%) Max (%) Median (%) Average return (%) Category average return (%)
1 year-3.1931.6913.0914.3913.66
3 year10.6020.8215.3316.0512.89
5 year13.5215.5014.9114.7012.87

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.0220.625.6114.39
3 year 6.2830.9515.0416.05
5 year 8.3826.0214.2214.7
7 year 10.1815.6212.93
10 year 11.4212.9312.18
15 year -5.6515.886.78
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4719.784.4914.39
3 year 6.5619.6413.5716.05
5 year 9.2212.2910.7514.7
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.3920.914.7514.39
3 year 7.6821.4915.0616.05
5 year 10.3713.511.9314.7
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4720.674.1614.39
3 year 8.0432.0317.8116.05
5 year 8.1828.6415.3414.7
7 year 10.6416.4213.77
10 year 12.5614.0613.31

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)

Comparison vs benchmark returns

Index Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,75,309 - Absolute Returns: ₹75,309 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹44,52,674 - Absolute Returns: ₹8,52,674 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹80,85,890 - Absolute Returns: ₹20,85,890 - CAGR: %

Drawdown Metrics

Max Drawdown

-14.49 %

Drawdown Duration

5 months

Recovery Time

8 months

Avg Drawdown

-2.68 %

Calmar Ratio by Duration

1 Y

0.993

3 Y

1.1075

5 Y

1.0144

Benchmark Comparison

vs NIFTY 50

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Benchmark CAGR
1 year 2.17 0.78 79.7 74.8 6.72 % 4.00 %
3 years 2.57 0.72 74.4 68.5 12.52 % 11.28 %
5 years 5.20 0.69 71.3 62.6 13.73 % 9.44 %
7 years 2.95 0.68 70.7 62.2 9.41 % 6.44 %
10 years 1.38 0.68 70.7 62.2 6.50 % 4.47 %
12 years 0.79 0.68 70.7 62.2 5.39 % 3.71 %
15 years 0.20 0.68 70.7 62.2 4.29 % 2.96 %