SBI Retirement Benefit Fund vs Nippon India Retirement Fund compare

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SBI Retirement Benefit Fund - Aggressive Hybrid 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 Hybrid Plan - Regular Plan - Growth	Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Fund	SBI Retirement Benefit Fund - Aggressive Hybrid 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)	₹1697 Cr	₹3194 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	CRISIL Hybrid 35+65 Aggressive TRI	BSE 500
Turn Over	6%	61%
Expense Ratio	2.1	1.95
Manager	Rohit Shimpi	Pranay Sinha
ISIN Code	INF200KA1S71	INF204KA1B64
Exits Load	Data not available./365	Data not available./365

Scheme Name	SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth	Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
1 Month	-3.76%	-4.17%
6 Month	-1.64%	-4.48%
1 Year	5.45%	2.85%
3 Year	12.05%	15.75%
5 Year	-	14.95%

Scheme Name	SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth	Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
6 Month	-2.41%	-4.2%
1 Year	1.5%	-3.02%
3 Year	7.36%	8.62%
5 Year	-	12.26%

Scheme Name	SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth	Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
1 Year	12.31%	7.61%
3 Year	14.46%	11.36%
5 Year	-	9.58%

Scheme Name	SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth	Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Standard Deviation	8.86%	12.83%
Sharp	0.77%	0.84%
Beta	1.09%	0.97%
Alpha	0.6%	0.28%

Scheme Name	SBI Retirement Benefit Fund - Aggressive Hybrid 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 Hybrid Plan - Regular Plan - Growth	Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option

Scheme Name	SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth	Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Others	26.19	5.42
Large Cap	45.54	70.25
Mid Cap	17.62	14.56
Small Cap	10.65	9.76

Scheme Name	SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth	Nippon India Retirement Fund- Wealth Creation Scheme- Growth Plan - Growth Option
Others	12.65	0.81
Energy	4.81	6.24
Technology	7.37	9.74
Industrials	14.17	11.91
Basic Materials	8.79	6.61
Consumer Cyclical	16.14	14.05
Financial Services	22.1	30.62
Real Estate	8.86	0.97
Consumer Defensive	0.79	5.1
Healthcare	3.47	5.01
Utilities	0.85	5.66
Communication Services	-	3.28