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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) | ₹3124 Cr | ₹3258 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 | 0.79% | 0.3% |
| 6 Month | 3.65% | 3.77% |
| 1 Year | 4.64% | 5.35% |
| 3 Year | 13.23% | 17.09% |
| 5 Year | - | 18.95% |
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 | 1.81% | 1.52% |
| 1 Year | 10.53% | 10.04% |
| 3 Year | 10.84% | 14.36% |
| 5 Year | - | 15.35% |
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% | 8.04% |
| 3 Year | 17.34% | 11.17% |
| 5 Year | - | 9.41% |
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 | 11.73% | 13.10% |
| Sharp | 0.58% | 0.80% |
| Beta | - | 0.97% |
| Alpha | - | 1.28% |
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 | 8.14 | 5.42 |
| Large Cap | 58.97 | 68.4 |
| Mid Cap | 20.09 | 15.39 |
| Small Cap | 12.8 | 10.8 |
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 | 3.17 | 0.37 |
| Energy | 5.86 | 5.77 |
| Technology | 9.37 | 10.33 |
| Industrials | 14.92 | 12.27 |
| Basic Materials | 9.74 | 6.66 |
| Consumer Cyclical | 18.97 | 14.14 |
| Financial Services | 26.87 | 30.26 |
| Real Estate | 3.43 | 1.11 |
| Consumer Defensive | 0.92 | 5.33 |
| Healthcare | 4.19 | 4.89 |
| Utilities | 2.58 | 5.67 |
| Communication Services | - | 3.2 |
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