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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) | ₹3157 Cr | ₹3244 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 | 0.26% | -0.04% |
| 6 Month | 2.38% | 1.96% |
| 1 Year | 4.42% | 0.72% |
| 3 Year | 14.46% | 17.96% |
| 5 Year | - | 16.8% |
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 | 0.28% | -1.33% |
| 1 Year | 8.18% | 4.86% |
| 3 Year | 9.97% | 12.15% |
| 5 Year | - | 14.23% |
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% | 7.78% |
| 3 Year | 17.34% | 11.26% |
| 5 Year | - | 9.48% |
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% | 12.83% |
| Sharp | 0.54% | 0.78% |
| Beta | - | 0.97% |
| Alpha | - | 0.53% |
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 | 10.18 | 5.55 |
| Large Cap | 56.13 | 69.45 |
| Mid Cap | 21.29 | 15.2 |
| Small Cap | 12.4 | 9.8 |
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 | 3.32 | 0.67 |
| Energy | 6.11 | 6.06 |
| Technology | 9.18 | 10.28 |
| Industrials | 14.59 | 11.99 |
| Basic Materials | 10.9 | 6.17 |
| Consumer Cyclical | 20.07 | 14.16 |
| Financial Services | 26.61 | 30.74 |
| Real Estate | 3.17 | 0.97 |
| Consumer Defensive | 0.89 | 5.31 |
| Healthcare | 4.12 | 5.04 |
| Utilities | 1.04 | 5.39 |
| Communication Services | - | 3.24 |
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