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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) | ₹3007 Cr | ₹1616 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 | 1.72% | 1.68% |
| 6 Month | 6.18% | 6.11% |
| 1 Year | -1.5% | 0.64% |
| 3 Year | 17% | 15.53% |
| 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 | 7.55% | 6.67% |
| 1 Year | 7.06% | 7.43% |
| 3 Year | 13.31% | 12.62% |
| 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 | 16.74% | 14.68% |
| 3 Year | 18.44% | 16.26% |
| 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 | 12.75% | 10.30% |
| Sharp | 0.94% | 0.97% |
| Beta | - | 1.05% |
| Alpha | - | 0.14% |
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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 | 4.04 | 21.36 |
| Large Cap | 61.93 | 49.39 |
| Mid Cap | 18.48 | 15.88 |
| Small Cap | 15.54 | 13.37 |
Sector Allocation
| Scheme Name |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
|---|---|---|
| Others | 4.04 | 15.39 |
| Energy | 6.14 | 4.83 |
| Technology | 9.89 | 8 |
| Industrials | 16.34 | 13.77 |
| Basic Materials | 6.6 | 5.54 |
| Financial Services | 28.6 | 22.58 |
| Consumer Cyclical | 17.57 | 14.74 |
| Consumer Defensive | 1.23 | 1.1 |
| Real Estate | 1.28 | 7.03 |
| Healthcare | 5.44 | 4.69 |
| Utilities | 2.87 | 2.32 |
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