- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- 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 | Very High |
| 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 | 3.83% | 6.69% |
| 6 Month | -7.45% | -8.12% |
| 1 Year | 5.49% | 8.08% |
| 3 Year | 11.69% | 15.44% |
| 5 Year | - | 23.47% |
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 | -1.11% | -0.76% |
| 1 Year | -6.41% | -5.95% |
| 3 Year | 10.37% | 16.59% |
| 5 Year | - | 17.68% |
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% | 14.598% |
| Sharp | 0.578% | 0.564% |
| 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 |
| Funds Managed | 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 | 20.57 | 0.7 |
| Large Cap | 50.53 | 71.08 |
| Mid Cap | 16.45 | 14.96 |
| Small Cap | 12.45 | 13.26 |
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 | 18.54 | 0.7 |
| Energy | 4.45 | 5.81 |
| Technology | 10.33 | 13.54 |
| Industrials | 15.62 | 10.31 |
| Basic Materials | 4.61 | 5.24 |
| Financial Services | 22.18 | 31.76 |
| Consumer Cyclical | 14.94 | 13.19 |
| Real Estate | 3.06 | 1.33 |
| Consumer Defensive | 0.99 | 4.36 |
| Healthcare | 3.83 | 4.86 |
| Utilities | 1.45 | 3.91 |
| Communication Services | - | 5 |
Top Comparisons
Mahindra Manulife Dynamic Bond Fund - Regular Plan - Growth
3Y Returns6.75%
Mirae Asset Dynamic Bond Fund-Regular Plan Growth
3Y Returns5.95%
HSBC Large & Mid Cap Fund - Regular Growth
3Y Returns14.91%
Quant Large and Mid Cap Fund-Growth
3Y Returns15.58%
ITI Dynamic Bond Fund Regular - Growth
3Y Returns7.09%
Mirae Asset Dynamic Bond Fund-Regular Plan Growth
3Y Returns5.95%
ICICI Prudential Nifty Next 50 Index Fund - Growth
3Y Returns13.73%
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth
3Y Returns13.42%
