SBI Retirement Benefit Fund-Aggressive Plan
Ticker: mf12789
Decent
68/100
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B
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H
HDFC Business Cycle Fund
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F
Franklin Build India Fund
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E
Edelweiss Multi Cap Fund
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M
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U
UTI MNC Fund
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K
Kotak Business Cycle Fund
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Business Overview
The SBI Retirement Benefit Fund - Aggressive Plan is designed for individuals seeking to build a robust retirement corpus through aggressive equity investments. This plan is ideal for younger investors with a higher risk appetite, aiming for substantial long-term growth. By leveraging the potential of equity markets, it helps in accumulating wealth over time, ensuring financial security in retirement. With professional management and a focus on capital appreciation, this fund is a strategic choice for future-ready investors.
- Focuses on long-term wealth accumulation
- Ideal for young investors with high risk tolerance
- Professionally managed by SBI experts
- Potential for significant capital appreciation
- Supports financial security in retirement
Opportunity vs Risk
Opportunities
- Strong long-term growth potential
- Diversified investment portfolio
- Tax benefits on contributions
- Expert fund management
- Growing retirement savings awareness
Risks ⚠️
- Market volatility impacts returns
- Long lock-in period
- Inflation erodes purchasing power
- Regulatory changes may affect returns
- Limited liquidity during lock-in
📊 Stock Investment Checklist (100 Points)
SBI Retirement Benefit Fund-Aggressive Plan • Updated: 2025-09-29 15:44:08
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10BusinessHighThe fund operates in a sector that is evolving but faces competition.
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10GrowthHighConsistent revenue growth observed, but profit margins are under pressure.
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10ProfitabilityHighROE and ROCE are decent, but cash flow is inconsistent.
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8ValuationHighValuation metrics are slightly above peers, indicating potential overvaluation.
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7BalanceHighDebt levels are manageable, but liquidity could be improved.
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6GovernanceGoodPromoter holding is stable, but some concerns over disclosures.
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5DriversGoodGrowth drivers are present, but execution risks are notable.
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5TechnicalsGoodMarket sentiment is neutral with low liquidity.
Final Score & Verdict
Score 68 / 100
• Decent
The fund shows potential for growth but carries risks that investors should consider.