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Nippon India Retirement Fund vs SBI Retirement Benefit Fund compare

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

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tortoise-icon 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) ₹2960 Cr ₹3218 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 -0.81% 0.09%
6 Month 9.82% 11.47%
1 Year -1.54% -1.27%
3 Year 13.52% 17.42%
5 Year - 20.6%

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 2.12% 3.17%
1 Year 1.11% 2.7%
3 Year 10.37% 15.12%
5 Year - 16.16%

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 15.93% 8.77%
3 Year 18.02% 10.89%
5 Year - 9.14%

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 12.02% 13.33%
Sharp 0.66% 0.88%
Beta - 0.97%
Alpha - 2.02%

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 5.67 4.3
Large Cap 61.03 68.41
Mid Cap 17.98 15.28
Small Cap 15.32 12.01

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 3.41 0.89
Energy 5.78 6.67
Technology 9.36 9.18
Industrials 16.06 13.66
Basic Materials 6.89 6.02
Consumer Cyclical 18.59 13.2
Financial Services 29.21 30.83
Consumer Defensive 1.24 4.63
Real Estate 1.22 1.1
Healthcare 5.51 5.18
Utilities 2.73 5.6
Communication Services - 3.05

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