Nippon India Retirement Fund vs SBI Retirement Benefit Fund compare

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

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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 Plan - Regular Plan - Growth	Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Fund	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹3162 Cr	₹3194 Cr
Min Investment	₹5000	₹500
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹500
Launch Date	10 Feb 2021	11 Feb 2015
Category	Retirement Funds	Retirement Funds
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500	BSE 500
Turn Over	6%	61%
Expense Ratio	1.95	1.95
Manager	Rohit Shimpi	Pranay Sinha
ISIN Code	INF200KA1S30	INF204KA1B64
Exits Load	Data not available./365	Data not available./365

Scheme Name	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
1 Month	-5.32%	-4.17%
6 Month	-4.62%	-4.48%
1 Year	2.35%	2.85%
3 Year	11.86%	15.75%
5 Year	-	14.95%

Scheme Name	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
6 Month	-4.45%	-4.2%
1 Year	-3.36%	-3.02%
3 Year	5.6%	8.62%
5 Year	-	12.26%

Scheme Name	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
1 Year	13.35%	7.61%
3 Year	16.08%	11.36%
5 Year	-	9.58%

Scheme Name	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Standard Deviation	11.56%	12.89%
Sharp	0.61%	0.78%
Beta	0.86%	0.97%
Alpha	-1.46%	0.66%

Scheme Name	SBI Retirement Benefit Fund - Aggressive 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
Funds Managed	6	6
	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option

Scheme Name	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Others	10.02	5.42
Large Cap	56.8	70.25
Mid Cap	20.75	14.56
Small Cap	12.42	9.76

Scheme Name	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Others	3.44	0.81
Energy	6.11	6.24
Technology	9.06	9.74
Industrials	14.41	11.91
Basic Materials	10.57	6.61
Consumer Cyclical	19.61	14.05
Financial Services	27.82	30.62
Real Estate	3.07	0.97
Consumer Defensive	0.88	5.1
Healthcare	4.01	5.01
Utilities	1.03	5.66
Communication Services	-	3.28