SBI Retirement Benefit Fund Aggressive Hybrid Plan
Direct · Growth ₹20.21
21 Apr 2026
NAV
15.9%
3Y CAGR
14.1%
5Y CAGR
14.7%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
9.27
Sharpe
-14.5%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.74 L | 13.7% | -16.8% | 39.7% |
| 3 Years | ₹36.00 L | ₹43.94 L | 15.3% | 1.2% | 24.8% |
| 5 Years | ₹60.00 L | ₹80.55 L | 11.1% | 7.3% | 13.8% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 13.7% | 1.0% | +12.7% |
| 3 Years | 15.3% | 11.4% | +3.9% |
| 5 Years | 11.1% | 11.3% | -0.1% |