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SBI Retirement Benefit Fund vs SBI Retirement Benefit Fund compare
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
|---|---|---|
| Fund | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3000 Cr | ₹1626 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 10 Feb 2021 | 10 Feb 2021 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | CRISIL Hybrid 35+65 Aggressive TRI |
| Turn Over | 6% | 6% |
| Expense Ratio | 1.95 | 2.1 |
| Manager | Rohit Shimpi | Rohit Shimpi |
| ISIN Code | INF200KA1S30 | INF200KA1S71 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.33% | 1.64% |
| 6 Month | 10.07% | 10.25% |
| 1 Year | -2.07% | 0.66% |
| 3 Year | 14.39% | 13.76% |
| 5 Year | - | - |
SIP Return Analysis
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
|---|---|---|
| 6 Month | 1.95% | 2.86% |
| 1 Year | 9.67% | 11.54% |
| 3 Year | 11.2% | 11.54% |
| 5 Year | - | - |
Rolling Lumpsum Returns
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.06% | 13.71% |
| 3 Year | 17.34% | 15.47% |
| 5 Year | - | - |
Risk Management
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.77% | 9.55% |
| Sharp | 0.59% | 0.65% |
| Beta | - | 1.04% |
| Alpha | - | -0.22% |
Fund Managers
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
|---|---|---|
| Name | Rohit Shimpi | Rohit Shimpi |
| Total AUM | ₹15441 Cr | ₹15441 Cr |
| Funds Managed | 6 | 6 |
| SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
Market Cap
| Scheme Name |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
|---|---|---|
| Others | 5.97 | 23.89 |
| Large Cap | 62.37 | 49.25 |
| Mid Cap | 17.45 | 14.69 |
| Small Cap | 14.21 | 12.17 |
Sector Allocation
| Scheme Name |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
|---|---|---|
| Others | 3.64 | 13.9 |
| Energy | 5.66 | 4.42 |
| Technology | 9.3 | 7.48 |
| Industrials | 15.45 | 14.87 |
| Basic Materials | 8.65 | 7.16 |
| Consumer Cyclical | 18.77 | 15.39 |
| Financial Services | 28.4 | 22.02 |
| Consumer Defensive | 1.14 | 1.01 |
| Real Estate | 1.15 | 7.21 |
| Healthcare | 5.25 | 4.48 |
| Utilities | 2.58 | 2.07 |
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