Aditya Birla Sun Life Retirement Fund vs ICICI Prudential Retirement Fund compare

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ICICI Prudential Retirement Fund - Pure Equity - Growth Option

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Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹1410 Cr	₹411 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

Scheme Name	ICICI Prudential Retirement Fund - Pure Equity - Growth Option	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
1 Month	4.25%	2.87%
6 Month	15.4%	11.95%
1 Year	12.3%	5.73%
3 Year	24.1%	15.09%
5 Year	28.43%	15.19%

Scheme Name	ICICI Prudential Retirement Fund - Pure Equity - Growth Option	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
6 Month	1.13%	0.79%
1 Year	14.82%	11.86%
3 Year	20.42%	13.48%
5 Year	21.28%	12.49%

Scheme Name	ICICI Prudential Retirement Fund - Pure Equity - Growth Option	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
1 Year	19.75%	10.43%
3 Year	24.45%	12.36%
5 Year	24.39%	14.33%

Scheme Name	ICICI Prudential Retirement Fund - Pure Equity - Growth Option	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Standard Deviation	14.71%	13.19%
Sharp	1.11%	0.64%
Beta	1.06%	0.95%
Alpha	6.01%	-0.76%

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

Scheme Name	ICICI Prudential Retirement Fund - Pure Equity - Growth Option	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Others	13.36	7.72
Large Cap	32.98	45.83
Mid Cap	22.43	18.8
Small Cap	31.23	27.65

Scheme Name	ICICI Prudential Retirement Fund - Pure Equity - Growth Option	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Others	9.08	2.75
Communication Services	6.52	-
Energy	1.48	1.97
Industrials	12.63	16.98
Basic Materials	26.21	9.97
Financial Services	18.24	24.83
Consumer Cyclical	11.17	11.61
Healthcare	2.24	7.68
Technology	5.34	10.66
Utilities	0.55	3.21
Real Estate	5	2.69
Consumer Defensive	1.53	7.65