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)	₹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

Scheme Name	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
1 Month	0.94%	-0.98%
6 Month	3.39%	2.42%
1 Year	0.24%	-2.71%
3 Year	12.68%	15.44%
5 Year	-	17.7%

Scheme Name	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
6 Month	2.74%	0.68%
1 Year	13.05%	8.99%
3 Year	10.83%	13.1%
5 Year	-	14.6%

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%	7.84%
3 Year	17.34%	11.24%
5 Year	-	9.45%

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%	12.83%
Sharp	0.58%	0.86%
Beta	-	0.97%
Alpha	-	0.89%

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	8.14	0.35
Large Cap	58.97	71.61
Mid Cap	20.09	16.81
Small Cap	12.8	11.23

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	0.35
Energy	5.86	-
Technology	9.37	-
Industrials	14.92	-
Basic Materials	9.74	-
Consumer Cyclical	18.97	-
Financial Services	26.87	-
Real Estate	3.43	-
Consumer Defensive	0.92	-
Healthcare	4.19	-
Utilities	2.58	-
Petroleum Products	-	5.78
IT - Software	-	5.76
Construction	-	4.35
Ferrous Metals	-	0.74
Diversified FMCG	-	1.67
Non - Ferrous Metals	-	0.91
Banks	-	20.45
Leisure Services	-	1.15
Industrial Manufacturing	-	1.99
Automobiles	-	5.17
Aerospace & Defense	-	2.7
Pharmaceuticals & Biotechnology	-	4.06
Electrical Equipment	-	1.24
Power	-	5.68
Insurance	-	2.57
Capital Markets	-	1.65
Finance	-	5.59
Transport Services	-	2.3
Entertainment	-	0.37
Agricultural Food & other Products	-	0.5
Diversified Metals	-	1.82
Food Products	-	0.72
Chemicals & Petrochemicals	-	1.27
Consumer Durables	-	4.45
Industrial Products	-	1.4
Personal Products	-	0.54
Telecom - Services	-	2.83
Healthcare Services	-	0.83
Cement & Cement Products	-	1.83
Other Utilities	-	0.37
Auto Components	-	1.91
Beverages	-	1.91
Retailing	-	1.66
Textiles & Apparels	-	1.77
Realty	-	1.11
Financial Technology (Fintech)	-	0.6