SBI Retirement Benefit Fund Aggressive Plan Direct Growth

Scheme code: INF200KA1S55 NAV value: ₹ 19.7782 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 11.03 39.80 28.00 25.46
3 year 14.54 24.64 20.34 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 28
3 year 7.63 16.87 13.32 20.34
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 28
3 year 7.94 17.89 14.14 20.34
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 28
3 year 9.26 19.51 15.7 20.34
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 28
3 year 9.84 20.48 16.73 20.34
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 28
10 year 4.92 20.34 12.6

Rolling return for 1 year

Average return: 28.00%
Min Max Min-Max Max-Min Standard Deviation Mean From To
14.39 11.03 14.39 11.03 1.68 12.71 01-2024 01-2025
18.74 17.88 25.51 11.52 4.96 18.41 12-2023 12-2024
26.81 24.19 31.67 19.61 4.36 25.57 11-2023 11-2024
30.41 31.89 38.17 24.49 4.87 31.24 10-2023 10-2024
30.77 31.12 35.72 26.33 3.32 30.98 09-2023 09-2024
30.18 32.44 35.9 26.87 3.29 31.35 08-2023 08-2024
33.88 33.23 37.8 29.44 2.96 33.59 07-2023 07-2024
26.71 33.47 39.8 20.98 7.07 30.24 06-2023 06-2024
28.82 31.22 37.06 23.33 4.93 30.11 05-2023 05-2024
32.43 32.53 36.48 28.6 2.79 32.51 04-2023 04-2024
30.94 30.61 35.47 26.24 3.27 30.82 03-2023 03-2024
28.38 28.62 31.87 25.21 2.36 28.52 02-2023 02-2024

Rolling return for 3 year

Average return: 20.34%
Min Max Min-Max Max-Min Standard Deviation Mean From To
16.33 14.68 16.33 14.68 0.82 15.5 01-2022 01-2025
17.78 17.79 19.97 15.63 1.53 17.79 12-2021 12-2024
16.89 15.99 18.37 14.54 1.39 16.45 11-2021 11-2024
18.13 17.96 20.43 15.7 1.67 18.06 10-2021 10-2024
20.89 20.57 22.4 19.08 1.18 20.74 09-2021 09-2024
21.54 21.32 23.3 19.6 1.31 21.44 08-2021 08-2024
23.18 23.08 24.37 21.9 0.87 23.13 07-2021 07-2024
20.22 22.98 24.23 19.01 2.09 21.61 06-2021 06-2024
22.06 21.39 24.61 18.9 2.03 21.74 05-2021 05-2024
23.39 22.78 24.64 21.56 1.11 23.09 04-2021 04-2024
22.69 22.16 24.09 20.78 1.19 22.43 03-2021 03-2024
22.05 22.18 23.14 21.1 0.72 22.12 02-2021 02-2024