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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 | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | SBI Children's Fund - Investment Plan - Growth - Direct Plan |
|---|---|---|
| Snapshot | ||
| AMC | SBI MF | SBI MF |
| Category | Solution Oriented - Retirement Fund - Equity | Solution Oriented - Children's Fund |
| NAV | ₹19.75 (16 Sep 2026) | ₹52.74 (16 Sep 2026) |
| Rating | ★★ | ★★★★★ |
| Benchmark | BSE 500 - TRI | CRISIL Hybrid 35+65 - Aggressive Index |
| Fund Manager | Rohit Shimpi | R. Srinivasan |
| Inception | 10 Feb 2021 | 29 Sep 2020 |
| Returns | ||
| 1Y | -1.69% | 13.10% |
| 3Y | 6.18% | 20.25% |
| 5Y | 9.35% | 19.53% |
| Since Inception | 12.92% | 32.13% |
| Risk | ||
| 13.12 | 14.81 | |
| 0.94 | 1.32 | |
| 0.43 | 1.16 | |
| -1.74 | 9.52 | |
| 0.77 | 2.39 | |
| -12.58% | -9.74% | |
| Costs | ||
| Expense Ratio | 2.07% | 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 | ₹1,000 | ₹1,000 |
| Min Lumpsum | ₹5,000 | ₹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
SBI MF86%
SBI MF86%
14.2%Only 14.2% of holdings by weight are common between SBI MF and SBI MF, based on each fund's top 20 disclosed holdings, not the full portfolio.
Common holdingSBI MFSBI MF
State Bank Of India3.77%4.91%
ICICI Bank Ltd.5.86%2.81%
TREPS2.77%6.88%
Kotak Mahindra Bank Ltd.2.54%3.78%
Bajaj Finance Ltd.2.33%2.86%
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