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Aditya Birla Sun Life Retirement Fund vs HDFC Retirement Savings Fund compare
HDFC Retirement Savings Fund - Equity Plan - Growth Option
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Chart Comparison
Overview
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Fund | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹6701 Cr | ₹418 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 26 Feb 2016 | 11 Mar 2019 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 14.13% | 6% |
| Expense Ratio | 1.77 | 2.41 |
| Manager | Dhruv Muchhal | Dhaval Joshi |
| ISIN Code | INF179KB1MG8 | INF209KB1H99 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| 1 Month | -1.96% | -1.07% |
| 6 Month | 7.12% | 11.66% |
| 1 Year | -0.17% | 2.63% |
| 3 Year | 19.95% | 15.33% |
| 5 Year | 25.64% | 15.58% |
SIP Return Analysis
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| 6 Month | 4.24% | 7.97% |
| 1 Year | 5.62% | 11.28% |
| 3 Year | 17% | 16.4% |
| 5 Year | 19.56% | 14.14% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| 1 Year | 17.69% | 11.52% |
| 3 Year | 18.72% | 11.98% |
| 5 Year | 17.03% | 13.42% |
Risk Management
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Standard Deviation | 11.49% | 14.01% |
| Sharp | 1.38% | 0.87% |
| Beta | 0.80% | 0.96% |
| Alpha | 4.22% | -1.69% |
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Fund Managers
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Name | Dhruv Muchhal | Dhaval Joshi |
| Total AUM | ₹520687 Cr | ₹361932 Cr |
| Funds Managed | 40 | 55 |
| HDFC Retirement Savings Fund - Equity Plan - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
Market Cap
| Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Others | 10.92 | 5.92 |
| Large Cap | 61.44 | 44.87 |
| Mid Cap | 9.03 | 23.52 |
| Small Cap | 18.6 | 25.69 |
Sector Allocation
| Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Others | 10.08 | 3.08 |
| Energy | 5.66 | 4.74 |
| Financial Services | 32.41 | 26.49 |
| Technology | 7.15 | 9.11 |
| Industrials | 14.14 | 17.78 |
| Real Estate | 1.17 | 2.75 |
| Healthcare | 5.44 | 7.57 |
| Consumer Cyclical | 9.12 | 9.9 |
| Basic Materials | 4.79 | 8.37 |
| Consumer Defensive | 4.04 | 5.54 |
| Communication Services | 3.7 | 1.29 |
| Utilities | 2.3 | 3.38 |
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