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Aditya Birla Sun Life Retirement Fund vs SBI Retirement Benefit Fund compare
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Chart Comparison
Overview
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Fund | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | 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) | ₹3007 Cr | ₹418 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 10 Feb 2021 | 11 Mar 2019 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 6% | 6% |
| Expense Ratio | 1.95 | 2.41 |
| Manager | Rohit Shimpi | Dhaval Joshi |
| ISIN Code | INF200KA1S30 | INF209KB1H99 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| 1 Month | -2.36% | -1.26% |
| 6 Month | 4.87% | 10.13% |
| 1 Year | -4.64% | 2.09% |
| 3 Year | 14.62% | 15.19% |
| 5 Year | - | 15.56% |
SIP Return Analysis
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| 6 Month | 4.63% | 7.97% |
| 1 Year | 3.98% | 11.28% |
| 3 Year | 12.47% | 16.4% |
| 5 Year | - | 14.14% |
Rolling Lumpsum Returns
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| 1 Year | 15.93% | 11.05% |
| 3 Year | 18.02% | 12.22% |
| 5 Year | - | 14.04% |
Risk Management
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Standard Deviation | 12.75% | 14.01% |
| Sharp | 0.94% | 0.87% |
| Beta | - | 0.96% |
| Alpha | - | -1.69% |
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Fund Managers
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Name | Rohit Shimpi | Dhaval Joshi |
| Total AUM | ₹15441 Cr | ₹361932 Cr |
| Funds Managed | 6 | 55 |
| SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
Market Cap
| Scheme Name |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Others | 4.04 | 5.92 |
| Large Cap | 61.93 | 44.87 |
| Mid Cap | 18.48 | 23.52 |
| Small Cap | 15.54 | 25.69 |
Sector Allocation
| Scheme Name |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Others | 4.04 | 3.08 |
| Energy | 6.14 | 4.74 |
| Technology | 9.89 | 9.11 |
| Industrials | 16.34 | 17.78 |
| Basic Materials | 6.6 | 8.37 |
| Financial Services | 28.6 | 26.49 |
| Consumer Cyclical | 17.57 | 9.9 |
| Consumer Defensive | 1.23 | 5.54 |
| Real Estate | 1.28 | 2.75 |
| Healthcare | 5.44 | 7.57 |
| Utilities | 2.87 | 3.38 |
| Communication Services | - | 1.29 |
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