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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) | ₹3162 Cr | ₹1697 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 | -5.32% | -3.76% |
| 6 Month | -4.62% | -1.64% |
| 1 Year | 2.35% | 5.45% |
| 3 Year | 11.86% | 12.05% |
| 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 | -4.45% | -2.41% |
| 1 Year | -3.36% | 1.5% |
| 3 Year | 5.6% | 7.36% |
| 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 | 13.35% | 12.31% |
| 3 Year | 16.08% | 14.46% |
| 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 | 11.56% | 9.41% |
| Sharp | 0.61% | 0.69% |
| Beta | 0.86% | 1.05% |
| Alpha | -1.46% | -0.18% |
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 | 10.02 | 26.19 |
| Large Cap | 56.8 | 45.54 |
| Mid Cap | 20.75 | 17.62 |
| Small Cap | 12.42 | 10.65 |
Sector Allocation
| Scheme Name |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
|---|---|---|
| Others | 3.44 | 12.65 |
| Energy | 6.11 | 4.81 |
| Technology | 9.06 | 7.37 |
| Industrials | 14.41 | 14.17 |
| Basic Materials | 10.57 | 8.79 |
| Consumer Cyclical | 19.61 | 16.14 |
| Financial Services | 27.82 | 22.1 |
| Real Estate | 3.07 | 8.86 |
| Consumer Defensive | 0.88 | 0.79 |
| Healthcare | 4.01 | 3.47 |
| Utilities | 1.03 | 0.85 |
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