Compare SBI Retirement Benefit Fund - Aggressive Hybrid Plan vs Bank of India Aggressive Hybrid Fund
SBI Retirement Benefit Fund - Aggressive Hybrid Plan
HybridAggressive Hybrid
Bank of India Aggressive Hybrid Fund
HybridAggressive Hybrid
Risk
Very High
Very High
Rating
3.0
5.0
Min SIP Amount
₹500
₹1000
Expense Ratio
2.13
2.24
NAV
₹18.66
₹41.72
Fund Started
20 Jan 2021
29 Jun 2016
Fund Size
₹1587.47 Cr
₹2195.61 Cr
Exit Load
-
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 3 months.
1 Year
-3.32%
9.94%
3 Year
7.01%
14.08%
5 Year
7.86%
11.80%
Equity
77.54%
70.00%
Cash
21.88%
6.09%
Top 10 Holdings
Name | Assets |
|---|---|
HDFC Bank Ltd. | 5.00% |
ICICI Bank Ltd. | 4.62% |
Larsen & Toubro Ltd. | 3.21% |
State Bank of India | 2.89% |
Maruti Suzuki India Ltd. | 2.46% |
Ultratech Cement Ltd. | 2.31% |
Kotak Mahindra Bank Ltd. | 2.19% |
Urban Company Ltd. | 2.00% |
JSW Infrastructure Ltd. | 1.86% |
Lenskart Solutions Ltd. | 1.82% |
Name | Assets |
|---|---|
Bank of Maharashtra | 3.28% |
The Federal Bank Ltd. | 2.46% |
Sterlite Technologies Ltd. | 2.46% |
Balrampur Chini Mills Ltd. | 2.02% |
Optiemus Infracom Ltd. | 1.96% |
Quality Power Electrical Equipments Ltd. | 1.96% |
Abbott India Ltd. | 1.85% |
Aurobindo Pharma Ltd. | 1.83% |
Mankind Pharma Ltd. | 1.82% |
UNO Minda Ltd. | 1.76% |
Name
-
-
Start Date
-
-
Description
The scheme seeks to provide a comprehensive retirement saving solution that serves the variable needs of the investors through long term diversified investments in major asset classes.
The scheme seeks to provide capital appreciation to investors from a portfolio constituting of mid and small cap equity and equity related securities as well as fixed income securities.
Launch Date
20 Jan 2021
29 Jun 2016
