SBI Retirement Benefit Fund Aggressive Plan Direct Growth

Scheme code: INF200KA1S55 NAV value: ₹ 19.2803 NAV date: 19 March, 2026 TER: 0.89%
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-6.5536.9014.1615.6513.66
3 year11.3224.1017.0317.6812.89
5 year14.0816.5515.7915.5612.87

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.0220.625.6115.65
3 year 6.2830.9515.0417.68
5 year 8.3826.0214.2215.56
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 -8.4719.784.4915.65
3 year 6.5619.6413.5717.68
5 year 9.2212.2910.7515.56
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.3920.914.7515.65
3 year 7.6821.4915.0617.68
5 year 10.3713.511.9315.56
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4720.674.1615.65
3 year 8.0432.0317.8117.68
5 year 8.1828.6415.3415.56
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: ₹12,79,809 - Absolute Returns: ₹79,809 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹45,26,518 - Absolute Returns: ₹9,26,518 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹80,74,400 - Absolute Returns: ₹20,74,400 - CAGR: %

Drawdown Metrics

Max Drawdown

-17.91 %

Drawdown Duration

6 months

Avg Drawdown

-3.72 %

Calmar Ratio by Duration

1 Y

0.8737

3 Y

0.987

5 Y

0.8686

Benchmark Comparison

vs NIFTY 50

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Benchmark CAGR
1 year -0.20 0.95 94.1 93.7 3.91 % 4.00 %
3 years 1.65 0.89 89.6 86.2 12.40 % 11.28 %
5 years 5.37 0.85 86.6 78.9 14.38 % 9.44 %
7 years 3.36 0.84 85.9 78.3 9.81 % 6.44 %
10 years 1.98 0.84 85.9 78.3 6.77 % 4.47 %
12 years 1.46 0.84 85.9 78.3 5.61 % 3.71 %
15 years 0.94 0.84 85.9 78.3 4.46 % 2.96 %