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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 - Wealth Creation Scheme - Bonus | SBI Children's Fund - Investment Plan - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | — | SBI MF |
| Category | Solution Oriented - Retirement Fund - Equity | Solution Oriented - Children's Fund |
| NAV | ₹27.71 (16 Sep 2026) | ₹52.74 (16 Sep 2026) |
| Rating | ★★★★ | ★★★★★ |
| Benchmark | BSE 500 - TRI | CRISIL Hybrid 35+65 - Aggressive Index |
| Fund Manager | Pranay Sinha | R. Srinivasan |
| Inception | 11 Feb 2015 | 29 Sep 2020 |
| Returns | ||
| 1Y | -5.54% | 13.72% |
| 3Y | 8.44% | 20.41% |
| 5Y | 9.19% | 19.85% |
| Since Inception | 9.18% | 32.23% |
| Risk | ||
| 14.15 | 14.81 | |
| 1.02 | 1.32 | |
| 0.72 | 1.16 | |
| 2.18 | 9.52 | |
| 1.34 | 2.39 | |
| -11.57% | -9.74% | |
| Costs | ||
| Expense Ratio | 2.25% | 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 …94%
SBI MF94%
5.9%Only 5.9% of holdings by weight are common between Nippon India Retirement Fund - Wealth Creation Scheme - Bonus and SBI MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingNippon India Retirement Fund - Wealth Creation Scheme - BonusSBI MF
State Bank Of India3.05%4.91%
ICICI Bank Ltd.7.53%2.81%
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