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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 Risk | Very High Risk |
| 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 | -3.58% | -2.76% |
| 6 Month | -11.69% | -9.04% |
| 1 Year | 3.05% | 4.54% |
| 3 Year | 12.68% | 11.7% |
| 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 | -10.79% | -7.23% |
| 3 Year | 10.37% | 10.05% |
| 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 |
| 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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