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SBI Retirement Benefit Fund vs SBI Retirement Benefit Fund compare
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
|---|---|---|
| Fund | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2673 Cr | ₹1480 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 10 Feb 2021 | 10 Feb 2021 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | CRISIL Hybrid 35+65 Aggressive TRI |
| Turn Over | 6% | 6% |
| Expense Ratio | 1.95 | 2.1 |
| Manager | Rohit Shimpi | Rohit Shimpi |
| ISIN Code | INF200KA1S30 | INF200KA1S71 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
|---|---|---|
| 1 Month | 6.58% | 5.4% |
| 6 Month | -12.7% | -10.11% |
| 1 Year | 4.64% | 5.75% |
| 3 Year | 13.74% | 12.35% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
|---|---|---|
| 6 Month | -4.61% | -3.49% |
| 1 Year | -10.58% | -7.46% |
| 3 Year | 11.1% | 10.61% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
|---|---|---|
| 1 Year | 18.59% | 16.39% |
| 3 Year | 20.02% | 17.59% |
| 5 Year | - | - |
Risk Management
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.293% | 10.043% |
| Sharp | 0.575% | 0.578% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
|---|---|---|
| Name | Rohit Shimpi | Rohit Shimpi |
| Total AUM | ₹15441 Cr | ₹15441 Cr |
| Funds Managed | 6 | 6 |
| SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
Market Cap
| Scheme Name |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
|---|---|---|
| Others | 0.83 | 20.57 |
| Large Cap | 64.72 | 50.53 |
| Mid Cap | 19.68 | 16.45 |
| Small Cap | 14.77 | 12.45 |
Sector Allocation
| Scheme Name |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
|---|---|---|
| Others | 0.83 | 18.54 |
| Energy | 5.83 | 4.45 |
| Technology | 13.13 | 10.33 |
| Industrials | 18.99 | 15.62 |
| Basic Materials | 5.62 | 4.61 |
| Financial Services | 28.61 | 22.18 |
| Consumer Cyclical | 18.32 | 14.94 |
| Consumer Defensive | 1.14 | 0.99 |
| Real Estate | 1.28 | 3.06 |
| Healthcare | 4.39 | 3.83 |
| Utilities | 1.86 | 1.45 |
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