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Nippon India Retirement Fund vs SBI Retirement Benefit Fund compare
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Chart Comparison
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 Risk | Very High Risk |
| Asset Size (Cr) | ₹2673 Cr | ₹3089 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 | 1.95 | 1.95 |
| 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 | -3.58% | -4.51% |
| 6 Month | -11.69% | -12.6% |
| 1 Year | 3.05% | 4.56% |
| 3 Year | 12.68% | 15% |
| 5 Year | - | 14.22% |
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 | -10.79% | -10.74% |
| 3 Year | 10.37% | 14.5% |
| 5 Year | - | 16.96% |
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 | 18.59% | 10.23% |
| 3 Year | 20.02% | 10.45% |
| 5 Year | - | 8.68% |
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 | 12.293% | 14.191% |
| Sharp | 0.575% | 0.64% |
| Beta | - | - |
| Alpha | - | - |
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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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