SBI Retirement Benefit Fund vs SBI Retirement Benefit Fund compare
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
Invest NowSBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth
Invest NowChart Comparison
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 |
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 | - | - |
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% |
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 | - | - |
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts GuidanceScheme 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 |
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 |
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 |
Top Comparisons
ICICI Prudential Income Optimizer Fund (FOF) - Growth
3Y Returns11.09%
ICICI Prudential Income Optimizer Fund (FOF) - Growth
3Y Returns11.09%
ICICI Prudential Savings Fund - Growth
3Y Returns6.36%
Axis Treasury Advantage Fund - Regular Plan - Growth Option
3Y Returns6.14%
Kotak Multi Asset Allocation Fund - Regular (G)
3Y Returns0%
HDFC Multi-Asset Fund - Growth Option
3Y Returns13.59%
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.99%
NIPPON INDIA MONTHLY INTERVAL FUND SERIES I REGULAR PLAN GROWTH
3Y Returns5.99%