Which funds are similar to SBI Retirement Benefit Fund - Aggressive Plan Direct-Growth?
Funds similar to SBI Retirement Benefit Fund - Aggressive Plan Direct-Growth in the Equity: Flexi Cap category include Parag Parikh Flexi Cap Fund Direct-Growth, HDFC Flexi Cap Direct Plan-Growth, and Kotak Flexi Cap Fund Direct-Growth. These funds follow a comparable investment mandate and are benchmarked against similar indices. You can compare them in detail — across returns, risk metrics, expense ratio, and portfolio composition — using the fund comparison tool on sharpely.
What is the rank of SBI Retirement Benefit Fund - Aggressive Plan Direct-Growth in its category?
On a 3-year return basis SBI Retirement Benefit Fund - Aggressive Plan Direct-Growth is ranked 46 out of 52 funds in the Equity: Flexi Cap category as of 6 Sep 2026. On a 5-year return basis it ranks 15 out of 38. Consistently ranking in the top across multiple time periods is a stronger signal of fund quality than a single-period rank.
How does SBI Retirement Benefit Fund - Aggressive Plan Direct-Growth's expense ratio compare to similar funds?
SBI Retirement Benefit Fund - Aggressive Plan Direct-Growth has an expense ratio of 1.12%. The peers Parag Parikh Flexi Cap Fund Direct-Growth has an expense ratio of 0.69% and HDFC Flexi Cap Direct Plan-Growth has 0.77%. Over the long term, a higher expense ratio can meaningfully drag on returns, so it is worth evaluating whether the fund's performance justifies the additional cost.
How does SBI Retirement Benefit Fund - Aggressive Plan Direct-Growth's AUM compare to similar funds?
SBI Retirement Benefit Fund - Aggressive Plan Direct-Growth has an AUM of ₹3,158.98 crore. The peers Parag Parikh Flexi Cap Fund Direct-Growth has an AUM of ₹1,48,429 crore and HDFC Flexi Cap Direct Plan-Growth has ₹1,10,736 crore. A large AUM can sometimes limit a fund's ability to take meaningful positions in mid and small-cap stocks, as larger trades can move prices. This is particularly relevant for funds that invest outside large caps.
Which fund has the best 3-year returns in the Equity: Flexi Cap?
The top performing fund in the Equity: Flexi Cap category on a 3-year basis is SBI Childrens Fund - Investment Plan Direct-Growth with a CAGR of 21.20% as of 6 Sep 2026. SBI Retirement Benefit Fund - Aggressive Plan Direct-Growth has delivered 9.08% CAGR over the same period, ranking 46 out of 52 funds. You can view and compare the full category ranking on sharpely.
How does SBI Retirement Benefit Fund - Aggressive Plan Direct-Growth rank in risk-adjusted returns vs peers?
On a risk-adjusted basis, SBI Retirement Benefit Fund - Aggressive Plan Direct-Growth has a Sharpe ratio of 0.36 compared to the Equity: Flexi Cap average of 0.56 as of 6 Sep 2026. It ranks 48 out of 54 funds in its category on Sharpe ratio.
