- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
SBI Retirement Benefit Fund vs Nippon India Retirement Fund compare
SBI Retirement Benefit Fund - Aggressive Hybrid 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 Hybrid Plan - Regular Plan - Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| Fund | SBI Retirement Benefit Fund - Aggressive Hybrid 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) | ₹1480 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 | CRISIL Hybrid 35+65 Aggressive TRI | BSE 500 |
| Turn Over | 6% | 61% |
| Expense Ratio | 2.1 | 1.95 |
| Manager | Rohit Shimpi | Pranay Sinha |
| ISIN Code | INF200KA1S71 | INF204KA1B64 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| 1 Month | -2.76% | -4.51% |
| 6 Month | -9.04% | -12.6% |
| 1 Year | 4.54% | 4.56% |
| 3 Year | 11.7% | 15% |
| 5 Year | - | 14.22% |
SIP Return Analysis
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -7.45% | -10.63% |
| 3 Year | 10.15% | 14.77% |
| 5 Year | - | 17.4% |
Rolling Lumpsum Returns
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| 1 Year | 16.39% | 10.23% |
| 3 Year | 17.59% | 10.45% |
| 5 Year | - | 8.68% |
Risk Management
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| Standard Deviation | 10.043% | 14.191% |
| Sharp | 0.578% | 0.64% |
| Beta | - | - |
| Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Hybrid 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 Hybrid Plan - Regular Plan - Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
Market Cap
| Scheme Name |
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| Others | 20.72 | 0.74 |
| Large Cap | 44.77 | 65.56 |
| Mid Cap | 23.97 | 15.75 |
| Small Cap | 10.54 | 17.95 |
Sector Allocation
| Scheme Name |
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
|---|---|---|
| Others | 3.58 | 0.74 |
| Sovereign | 13.68 | - |
| Construction | 6.1 | 4.43 |
| Energy | 3.88 | - |
| Technology | 5.19 | - |
| Financial | 21.51 | - |
| Metals & Mining | 6.38 | - |
| Services | 6.04 | - |
| Automobile | 11.11 | - |
| Capital Goods | 8.9 | - |
| Materials | 4.84 | - |
| Healthcare | 3.54 | - |
| Textiles | 0.88 | - |
| Insurance | 2.43 | 2.82 |
| Consumer Discretionary | 1.94 | - |
| 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 |
Top Comparisons
HSBC Conservative Hybrid Fund - Regular Growth
3Y Returns7.61%
Parag Parikh Conservative Hybrid Fund Regular - Growth
3Y Returns10.75%
HDFC Long Duration Debt Fund - Growth Option
3Y Returns0%
Bandhan Bond Fund Income Plan Regular-Growth
3Y Returns4.75%
HDFC Gilt Fund - Growth Plan
3Y Returns6.04%
Aditya Birla Sun Life Government Securities Fund - Growth - Regular Plan
3Y Returns5.87%
Invesco India Equity Savings Fund - Regular Plan - Growth
3Y Returns8.73%
Invesco India Equity Savings Fund - Regular Plan - Growth
3Y Returns8.73%
