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) | ₹5897 Cr | ₹373 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 | 1.18% | 2.59% |
6 Month | 2.68% | 2.21% |
1 Year | 3.92% | 5.9% |
3 Year | 24.7% | 19.37% |
5 Year | 27.25% | 15.91% |
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 | 6.53% | 10.85% |
1 Year | 5.32% | 11.16% |
3 Year | 17.79% | 16.51% |
5 Year | 20.18% | 14.09% |
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 | 11.88% | 13.102% |
Sharp | 0.874% | 0.392% |
Beta | - | - |
Alpha | - | - |
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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 | 12.24 | 5.8 |
Large Cap | 58.58 | 51.19 |
Mid Cap | 8.29 | 19.94 |
Small Cap | 20.89 | 23.07 |
Sector Allocation
Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
Others | 12.17 | 5.8 |
Energy | 4.28 | 4.83 |
Financial Services | 30.8 | 26.98 |
Technology | 8.97 | 10.41 |
Industrials | 14.32 | 12.8 |
Healthcare | 5.36 | 8.69 |
Consumer Cyclical | 10.1 | 9.19 |
Basic Materials | 4.29 | 8.14 |
Consumer Defensive | 4.55 | 4.18 |
Communication Services | 3.45 | 3.02 |
Utilities | 1.7 | 2.39 |
Real Estate | - | 3.57 |
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