SBI Retirement Benefit Fund vs Nippon India Retirement Fund compare

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tortoise-icon SBI Retirement Benefit Fund - Aggressive Hybrid 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 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 Very High
Asset Size (Cr) ₹1517 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 CRISIL Hybrid 35+65 Aggressive TRI BSE 500
Turn Over 6% 61%
Expense Ratio 2.11 1.92
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 -0.24% 2.65%
6 Month -1.03% 4.12%
1 Year 12.36% 22.37%
3 Year 13.89% 17.84%
5 Year - 16.46%

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 6.67% 14.85%
3 Year 15.5% 23.89%
5 Year - 22.56%

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 16.64% 9.22%
3 Year 17.94% 10.2%
5 Year - 8.53%

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 8.86% 12.83%
Sharp 1.24% 1.1%
Beta 1.26% 0.97%
Alpha 12.45% 2.83%

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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

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