Nippon India Retirement Fund vs SBI Retirement Benefit Fund compare
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Chart Comparison
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) | ₹3000 Cr | ₹3179 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 |
Trailing Lumpsum Returns
Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
---|---|---|
1 Month | 0.1% | -0.04% |
6 Month | 9.48% | 8.47% |
1 Year | -1.01% | -0.62% |
3 Year | 14.05% | 18.34% |
5 Year | - | 20.54% |
SIP Return Analysis
Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
---|---|---|
6 Month | 1.6% | 2.27% |
1 Year | 9.65% | 10.35% |
3 Year | 11.35% | 15.42% |
5 Year | - | 16.14% |
Rolling Lumpsum Returns
Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
---|---|---|
1 Year | 15.06% | 8.23% |
3 Year | 17.34% | 11.02% |
5 Year | - | 9.28% |
Risk Management
Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
---|---|---|
Standard Deviation | 11.77% | 13.15% |
Sharp | 0.59% | 0.82% |
Beta | - | 0.98% |
Alpha | - | 1.59% |
Fund Managers
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 |
Market Cap
Scheme Name |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
---|---|---|
Others | 9.4 | 5.32 |
Large Cap | 60.95 | 68.08 |
Mid Cap | 16.09 | 15.78 |
Small Cap | 13.56 | 10.83 |
Sector Allocation
Scheme Name |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option |
---|---|---|
Others | 4.03 | 0.53 |
Energy | 5.6 | 5.47 |
Technology | 11.11 | 10.98 |
Industrials | 15.25 | 12.47 |
Basic Materials | 8.45 | 6.44 |
Consumer Cyclical | 18.6 | 14.03 |
Financial Services | 27.56 | 29.92 |
Consumer Defensive | 0.95 | 5.21 |
Real Estate | 1.09 | 0.99 |
Healthcare | 4.81 | 4.98 |
Utilities | 2.56 | 5.99 |
Communication Services | - | 2.99 |
Top Comparisons
SBI US Specific Equity Active FoF - Regular Plan - Growth
3Y Returns25.59%
Edelweiss Asean Equity Off-shore Fund - Regular Plan - Growth Option
3Y Returns11.75%
Franklin India Floating Rate Fund - Growth Plan
3Y Returns7.89%
Bandhan Floater Fund Regular - Growth
3Y Returns7.62%
DSP Arbitrage Fund - Regular - Growth
3Y Returns6.92%
Edelweiss Arbitrage Fund- Regular Plan- Growth Option
3Y Returns7.03%
SBI Long Duration Fund - Regular Plan - Growth
3Y Returns0%
SBI Long Duration Fund - Regular Plan - Growth
3Y Returns0%