Aditya Birla Sun Life Retirement Fund vs ICICI Prudential Retirement Fund compare
ICICI Prudential Retirement Fund - Pure Equity - Growth Option
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Chart Comparison
Overview
Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
Fund | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Very High |
Asset Size (Cr) | ₹1060 Cr | ₹373 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 27 Feb 2019 | 11 Mar 2019 |
Category | Retirement Funds | Retirement Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 67% | 6% |
Expense Ratio | 2.16 | 2.41 |
Manager | Sharmila D'mello | Dhaval Joshi |
ISIN Code | INF109KC1TQ6 | INF209KB1H99 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
1 Month | 8.73% | 8.1% |
6 Month | 5.67% | 2.08% |
1 Year | 10.6% | 12.19% |
3 Year | 24.86% | 17.64% |
5 Year | 31.03% | 17.54% |
SIP Return Analysis
Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
6 Month | 1.5% | 0.51% |
1 Year | -2.49% | -5.37% |
3 Year | 20.09% | 11.7% |
5 Year | 22.02% | 11.28% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
1 Year | 23.43% | 12.47% |
3 Year | 25.69% | 12.02% |
5 Year | 23.19% | 13.27% |
Risk Management
Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
Standard Deviation | 14.435% | 13.102% |
Sharp | 0.73% | 0.392% |
Beta | - | - |
Alpha | - | - |
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Fund Managers
Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
Name | Sharmila D'mello | Dhaval Joshi |
Total AUM | ₹354743 Cr | ₹361932 Cr |
Funds Managed | 35 | 55 |
ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
Market Cap
Scheme Name |
ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
Others | 3.31 | 5.8 |
Large Cap | 54.72 | 51.19 |
Small Cap | 21.46 | 23.07 |
Mid Cap | 20.5 | 19.94 |
Sector Allocation
Scheme Name |
ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
Others | 2.47 | 5.8 |
Communication Services | 9.41 | 3.02 |
Basic Materials | 25.99 | 8.14 |
Industrials | 15.09 | 12.8 |
Financial Services | 15.14 | 26.98 |
Healthcare | 1.09 | 8.69 |
Consumer Cyclical | 10.42 | 9.19 |
Technology | 11.48 | 10.41 |
Energy | 0.48 | 4.83 |
Real Estate | 4.99 | 3.57 |
Consumer Defensive | 3.4 | 4.18 |
Utilities | 0.04 | 2.39 |
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