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Compare Funds
See how two funds stack up side by side, real returns, risk, cost and portfolio overlap.
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Key Metrics Comparison
| Metric | Nippon India Retirement Fund - Income Generation Scheme - Growth | SBI Children's Fund - Investment Plan - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | — | SBI MF |
| Category | Solution Oriented - Retirement Fund - Debt | Solution Oriented - Children's Fund |
| NAV | ₹20.11 (16 Sep 2026) | ₹52.74 (16 Sep 2026) |
| Rating | ★ | ★★★★★ |
| Benchmark | CRISIL Hybrid 85+15 - Conservative Index | CRISIL Hybrid 35+65 - Aggressive Index |
| Fund Manager | Pranay Sinha | R. Srinivasan |
| Inception | 11 Feb 2015 | 29 Sep 2020 |
| Returns | ||
| 1Y | -0.62% | 13.10% |
| 3Y | 5.26% | 20.25% |
| 5Y | 5.00% | 19.53% |
| Since Inception | 6.21% | 32.13% |
| Risk | ||
| 4.67 | 14.81 | |
| 1.48 | 1.32 | |
| 0.09 | 1.16 | |
| -1.94 | 9.52 | |
| 0.19 | 2.39 | |
| -4.28% | -9.74% | |
| Costs | ||
| Expense Ratio | 2.11% | 1.11% |
| Exit Load | NIL | 3% on or before 1Y, 2% after 1Y but on or before 2Y, 1% after 2Y but on or before 3Y, Nil after 3Y |
| Min SIP | ₹500 | ₹1,000 |
| Min Lumpsum | ₹500 | ₹5,000 |
| Lock-in | 5 years | 5 years |
Min SIP is reported per fund, not per plan, every plan of a fund shares the same figure.
Portfolio Overlap
Nippon India …95%
SBI MF95%
5.0%Only 5.0% of holdings by weight are common between Nippon India Retirement Fund - Income Generation Scheme - Growth and SBI MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingNippon India Retirement Fund - Income Generation Scheme - GrowthSBI MF
ICICI Bank Ltd.3.05%2.81%
State Bank Of India2.23%4.91%
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