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
| 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) | ₹2619 Cr | ₹3325 Cr |
| Min Investment | ₹5000 | ₹500 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹500 |
| Launch Date | 05 Feb 2021 | 05 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 | 1.93 |
| Manager | Rohit Shimpi | Pranay Sinha |
| ISIN Code | INF200KA1S30 | INF204KA1B64 |
| Exits Load | Nil/365 | Nil/365 |
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| 1 Month | 0.79% | 1.73% |
| 6 Month | 18.18% | 20.1% |
| 1 Year | 31.95% | 43.18% |
| 3 Year | 20.63% | 20.79% |
| 5 Year | - | 19.4% |
| 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 | 14.58% | 16.9% |
| 3 Year | 36.73% | 41.38% |
| 5 Year | 43.1% | 72.61% |
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| 1 Year | 18.05% | 20.99% |
| 3 Year | 46.45% | 55.71% |
| 5 Year | 48.53% | 81.86% |
| 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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| 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 |
| 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 | 1.62 |
| Large Cap | 56.86 | 58.11 |
| Mid Cap | 26.72 | 21.51 |
| Small Cap | 11.32 | 18.78 |
| 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 | 1.62 |
| Sovereign | 3.32 | - |
| Energy | 5.42 | 9.88 |
| Technology | 6.13 | 8.77 |
| Construction | 4.5 | 5.7 |
| Financial | 26.13 | 26.09 |
| Metals & Mining | 7.18 | 4.35 |
| Services | 6.79 | 7.65 |
| Automobile | 13.1 | 7.2 |
| Capital Goods | 9.98 | 11.58 |
| Materials | 6.35 | 2.3 |
| Healthcare | 4.22 | 3.89 |
| Textiles | 1.17 | 0.72 |
| Insurance | 2.52 | 2.67 |
| Consumer Discretionary | 1.63 | 2.92 |
| Consumer Staples | - | 3.73 |
| Communication | - | 0.95 |
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