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) | ₹2673 Cr | ₹3089 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 | 1.72% | 2.69% |
6 Month | -5.13% | -4.31% |
1 Year | 3.16% | 5.87% |
3 Year | 14.68% | 16.94% |
5 Year | - | 23.07% |
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 | -0.5% | 0.58% |
1 Year | -8.56% | -5.14% |
3 Year | 11.23% | 16.97% |
5 Year | - | 17.84% |
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 | 18.59% | 10.23% |
3 Year | 20.02% | 10.45% |
5 Year | - | 8.68% |
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 | 12.293% | 14.598% |
Sharp | 0.575% | 0.564% |
Beta | - | - |
Alpha | - | - |
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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 | 0.83 | 0.7 |
Large Cap | 64.72 | 71.08 |
Mid Cap | 19.68 | 14.96 |
Small Cap | 14.77 | 13.26 |
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 | 0.83 | 0.7 |
Energy | 5.83 | 5.81 |
Technology | 13.13 | 13.54 |
Industrials | 18.99 | 10.31 |
Basic Materials | 5.62 | 5.24 |
Financial Services | 28.61 | 31.76 |
Consumer Cyclical | 18.32 | 13.19 |
Consumer Defensive | 1.14 | 4.36 |
Real Estate | 1.28 | 1.33 |
Healthcare | 4.39 | 4.86 |
Utilities | 1.86 | 3.91 |
Communication Services | - | 5 |
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