SBI Retirement Benefit Fund vs SBI Retirement Benefit Fund compare

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tortoise-icon SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

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tortoise-icon SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth

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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 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 Average
Asset Size (Cr) ₹2619 Cr ₹1256 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 05 Feb 2021 02 Oct 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 1.94 2.16
Manager Rohit Shimpi Rohit Shimpi
ISIN Code INF200KA1S30 INF200KA1S71
Exits Load Nil/365 Nil/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 0.79% 0.94%
6 Month 18.18% 16.16%
1 Year 31.95% 27.78%
3 Year 20.63% 18.13%
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 - -
1 Year 14.58% 12.67%
3 Year 36.73% 31.61%
5 Year 43.1% 36.92%

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 18.85% 16.51%
3 Year 20.63% 17.96%
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 10.86% 8.86%
Sharp 1.24% 1.24%
Beta 0.77% 1.26%
Alpha 4.63% 12.45%

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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
Fund Manage 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 5.1 20.72
Large Cap 56.86 44.77
Mid Cap 26.72 23.97
Small Cap 11.32 10.54

Sector Allocation

Scheme Name

SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth

Others 1.56 3.58
Sovereign 3.32 13.68
Energy 5.42 3.88
Technology 6.13 5.19
Construction 4.5 6.1
Financial 26.13 21.51
Metals & Mining 7.18 6.38
Services 6.79 6.04
Automobile 13.1 11.11
Capital Goods 9.98 8.9
Materials 6.35 4.84
Healthcare 4.22 3.54
Textiles 1.17 0.88
Insurance 2.52 2.43
Consumer Discretionary 1.63 1.94

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