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) | ₹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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