- 1M
- 3M
- 6M
- 1YR
- 3YR
- 5YR
- 10YR
- Since Inception
Performance
Monthly SIP of ₹ for
Total investment ₹36,000
| Total Value | Gain | Return % | |
|---|---|---|---|
| Bank FD | 39,824 |
3,824 |
6.5% |
| Gold | 40,770 |
4,770 |
8.00% |
Fund Information
-
2,116.11 Cr.
-
Growth
-
2.01%
-
Hybrid- Retirement Fund
-
S&P BSE 500 TRI
-
10 Feb 2021
-
SBI Mutual Funds know more
Fund Managed By
Return Comparison
| Fund Name | 1 Month | 3 Months | 6 Months | 1 Year | 2 Years | 3 Years | 5 Years | 10 Years |
|---|---|---|---|---|---|---|---|---|
| Category Best | 3.99% | 4.53% | 23.11% | 12.40% | 24.58% | 23.89% | 27.86% | 11.57% |
| Category Average | 1.96% | 1.75% | 10.57% | 2.79% | 12.46% | 12.29% | 12.98% | 8.77% |
| SBI Retirement Benefit Fund | 1.41% | 0.65% | 6.90% | 2.11% | 8.73% | - | - | - |
| ICICI Prudential Retirement Fund Pure Equity Plan | 3.78% | 3.78% | 23.11% | 6.06% | 24.58% | - | - | - |
| ICICI Prudential Retirement Fund Hybrid Aggressive Plan | 3.99% | 4.53% | 19.21% | 4.86% | 20.91% | - | - | - |
| HDFC Retirement Savings Fund - Equity Plan | 2.69% | 1.99% | 13.89% | -1.40% | 15.27% | 18.76% | 24.10% | - |
| Nippon India Retirement Fund - Wealth Creation Scheme | 3.54% | 4.19% | 15.69% | -2.50% | 16.27% | 17.85% | 20.96% | 11.57% |
| Aditya Birla Sun Life Retirement Fund - The 30s Plan | 3.14% | 3.69% | 21.15% | 0.92% | 15.78% | 15.36% | 14.43% | - |
Fund Portfolio Details
Equity 38.87%
Debt 57.18%
Others 3.95%
Portfolio Holdings shown is as of 31 Jul 2025
Riskometer
Investors understand that their
principal
will be at Very High risk