Nippon India Retirement Fund vs SBI Retirement Benefit Fund compare

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tortoise-icon SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

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tortoise-icon Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Fund SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹2715 Cr ₹3288 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 10 Feb 2021 11 Feb 2015
Category Retirement Funds Retirement Funds
Fund Type Open Ended Open Ended
Benchmark BSE 500 BSE 500
Turn Over 6% 61%
Expense Ratio 1.94 1.92
Manager Rohit Shimpi Pranay Sinha
ISIN Code INF200KA1S30 INF204KA1B64
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
1 Month -0.12% 2.65%
6 Month -2.17% 4.12%
1 Year 12.94% 22.37%
3 Year 15.59% 17.84%
5 Year - 16.46%

SIP Return Analysis

Scheme Name SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
6 Month - -
1 Year 6.23% 14.85%
3 Year 17.27% 23.89%
5 Year - 22.56%

Rolling Lumpsum Returns

Scheme Name SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
1 Year 19.22% 9.22%
3 Year 20.63% 10.2%
5 Year - 8.53%

Risk Management

Scheme Name SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Standard Deviation 10.86% 12.83%
Sharp 1.24% 1.1%
Beta 0.77% 0.97%
Alpha 4.63% 2.83%

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Fund Managers

Scheme Name SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Name Rohit Shimpi Pranay Sinha
Total AUM ₹15441 Cr ₹21046 Cr
Fund Manage 6 6
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option

Market Cap

Scheme Name

SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option

Others 5.1 0.74
Large Cap 56.86 65.56
Mid Cap 26.72 15.75
Small Cap 11.32 17.95

Sector Allocation

Scheme Name

SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option

Others 1.56 0.74
Sovereign 3.32 -
Energy 5.42 -
Technology 6.13 -
Construction 4.5 4.43
Financial 26.13 -
Metals & Mining 7.18 -
Services 6.79 -
Automobile 13.1 -
Capital Goods 9.98 -
Materials 6.35 -
Healthcare 4.22 -
Textiles 1.17 -
Insurance 2.52 2.82
Consumer Discretionary 1.63 -
Petroleum Products - 4.05
IT - Services - 1.92
IT - Software - 10.02
Pharmaceuticals & Biotechnology - 4.75
Personal Products - 0.28
Diversified FMCG - 1.92
Non - Ferrous Metals - 1.75
Banks - 21.95
Industrial Manufacturing - 4.54
Aerospace & Defense - 1.63
Auto Components - 4.28
Power - 4.41
Automobiles - 1.83
Capital Markets - 1.81
Industrial Products - 2.49
Telecom - Services - 2.64
Finance - 3.41
Entertainment - 0.96
Diversified Metals - 0.49
Consumer Durables - 5.28
Leisure Services - 1.19
Cement & Cement Products - 1.9
Gas - 0.81
Consumable Fuels - 0.76
Other Utilities - 0.64
Transport Services - 0.99
Beverages - 1.46
Retailing - 1.69
Realty - 1.25
Textiles & Apparels - 0.91

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