SBI Retirement Benefit Fund Aggressive Plan Direct Growth

Scheme code: INF200KA1S55 NAV value: ₹ 20.1558 NAV date: 7 May, 2025

Fund option: Direct Fund type: Growth

Asset class: Solution Oriented Asset category: Retirement Fund

Rolling returns

Duration	Min (%)	Max (%)	Average return (%)	Category average return (%)
1 year	-0.64	39.80	21.19	20.32
3 year	10.97	24.64	19.11	13.44

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-4.56	37.53	15.59	21.19
3 year	6.28	33.32	15.79	19.11
5 year	3.54	26.02	13.5
7 year	3.33	15.62	11.71
10 year	3.49	17.22	10.6
12 year	3.07	16.17	10.84
15 year	6.95	15.66	10.88

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.1	44.02	17.85	21.19
3 year	6.56	32.12	15.89	19.11
5 year	3.67	26.2	13.34
7 year	3.8	15.42	11.89
10 year	3.8	18	11.04
12 year	3.63	16.86	11.23
15 year	7.01	16.36	11.2

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-6.49	46.37	19.17	21.19
3 year	7.68	33.37	17.29	19.11
5 year	3.4	27.63	13.8
7 year	3.76	16.01	12.11
10 year	3.56	16.94	10.91
12 year	3.31	16.54	11.04
15 year	6.56	16.42	10.97

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.69	47.75	19.78	21.19
3 year	8.04	34.46	18.27	19.11
5 year	3.37	28.64	14.21
7 year	3.97	16.42	12.41
10 year	3.53	17.72	11.22
12 year	3.1	16.97	11.31
15 year	6.68	16.96	11.22

- Average return: 21.19% - Median return: 25% - Average standard deviation: 4.2

- Average return: 19.11% - Median return: 19.79% - Average standard deviation: 1.5

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 (%)
1 year	12,00,000	12,82,470	82,470	6.88
3 year	36,00,000	47,82,318	11,82,318	9.93