SBI Retirement Benefit Fund Aggressive Hybrid Plan Direct Growth

Scheme code: INF200KA1S97 NAV value: ₹ 18.4925 NAV date: 29 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Solution Oriented Asset category: Retirement Fund

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 10.96 33.91 24.52 25.46
3 year 13.23 21.33 17.91 13.97

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 3.31 36.8 23.16 24.52
3 year 7.63 16.87 13.32 17.91
5 year 12.6 19.62 15.37
7 year 10.81 15.2 13.42
10 year 9.81 13.99 12.12
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.39 43.15 27.99 24.52
3 year 7.94 17.89 14.14 17.91
5 year 13.28 20.23 15.93
7 year 10.62 15.28 13.42
10 year 10.08 14.47 12.61
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.97 45.4 30.7 24.52
3 year 9.26 19.51 15.7 17.91
5 year 14.45 21.69 17.28
7 year 11.07 15.88 13.98
10 year 10.64 15.2 13.25
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 5.16 46.61 32.69 24.52
3 year 9.84 20.48 16.73 17.91
5 year 15.2 22.82 18.38
7 year 11.31 16.28 14.37
10 year 11.16 15.89 13.85
NIFTY500 MULTICAP 50:25:25
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -68.54 302.46 219.33 24.52
10 year 4.92 20.34 12.6

Rolling return for 1 year

Average return: 24.52%
Min Max Min-Max Max-Min Standard Deviation Mean From To
13.5 10.96 13.5 10.96 1.27 12.23 01-2024 01-2025
17.19 16.4 22.48 11.37 3.94 16.86 12-2023 12-2024
23.82 21.65 27.82 17.85 3.61 22.78 11-2023 11-2024
26.82 28.03 32.81 22.26 3.75 27.48 10-2023 10-2024
26.99 27.49 31.09 23.51 2.69 27.27 09-2023 09-2024
26.57 28.31 31.33 23.66 2.78 27.47 08-2023 08-2024
29.48 29.07 32.7 25.93 2.4 29.3 07-2023 07-2024
23.33 29.03 33.91 18.84 5.7 26.28 06-2023 06-2024
24.98 26.85 31.75 20.34 4.09 25.98 05-2023 05-2024
27.59 27.85 30.87 24.65 2.2 27.74 04-2023 04-2024
26.08 26.29 29.85 22.62 2.56 26.21 03-2023 03-2024
24.6 24.74 27.15 22.23 1.74 24.68 02-2023 02-2024

Rolling return for 3 year

Average return: 17.91%
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.69 13.23 14.69 13.23 0.73 13.96 01-2022 01-2025
15.82 15.8 17.54 14.1 1.22 15.82 12-2021 12-2024
15.16 14.44 16.39 13.24 1.14 14.81 11-2021 11-2024
16.25 15.98 18.05 14.22 1.36 16.12 10-2021 10-2024
18.47 18.14 19.73 16.89 1.01 18.31 09-2021 09-2024
18.95 18.8 20.43 17.35 1.09 18.88 08-2021 08-2024
20.3 20.2 21.29 19.22 0.73 20.25 07-2021 07-2024
17.81 20.07 21.09 16.82 1.71 18.95 06-2021 06-2024
19.21 18.7 21.33 16.63 1.67 18.97 05-2021 05-2024
20.25 19.82 21.27 18.82 0.88 20.04 04-2021 04-2024
19.69 19.37 20.87 18.21 0.95 19.54 03-2021 03-2024
19.3 19.34 20.11 18.54 0.56 19.32 02-2021 02-2024