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 Average Very High
Asset Size (Cr) ₹1256 Cr ₹3325 Cr
Min Investment ₹5000 ₹500
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹500
Launch Date 02 Oct 2021 05 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 2.16 1.93
Manager Rohit Shimpi Pranay Sinha
ISIN Code INF200KA1S71 INF204KA1B64
Exits Load Nil/365 Nil/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 -4.26% -5.38%
6 Month 4.61% 6.82%
1 Year 18.61% 29.96%
3 Year 12.63% 15.15%
5 Year - 15.92%

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 15.07% 21.27%
3 Year 17.74% 24.65%
5 Year - 22.71%

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 1.62
Large Cap 44.77 58.11
Mid Cap 23.97 21.51
Small Cap 10.54 18.78

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 1.62
Sovereign 13.68 -
Construction 6.1 5.7
Energy 3.88 9.88
Technology 5.19 8.77
Financial 21.51 26.09
Metals & Mining 6.38 4.35
Services 6.04 7.65
Automobile 11.11 7.2
Capital Goods 8.9 11.58
Materials 4.84 2.3
Healthcare 3.54 3.89
Textiles 0.88 0.72
Insurance 2.43 2.67
Consumer Discretionary 1.94 2.92
Consumer Staples - 3.73
Communication - 0.95

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