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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) | ₹2949 Cr | ₹408 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 | 2.32% | 2.83% |
| 6 Month | 13.22% | 21.39% |
| 1 Year | -4.23% | 1% |
| 3 Year | 13.4% | 15.26% |
| 5 Year | - | 14.11% |
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 | 2.41% | 5.44% |
| 1 Year | 6.26% | 16% |
| 3 Year | 10.98% | 15.97% |
| 5 Year | - | 13.75% |
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 | 11.91% | 13.39% |
| Sharp | 0.50% | 0.55% |
| Beta | - | 0.95% |
| Alpha | - | -0.31% |
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 | 5.67 | 6.22 |
| Large Cap | 61.03 | 46.47 |
| Mid Cap | 17.98 | 20.82 |
| Small Cap | 15.32 | 26.49 |
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 | 3.41 | 3.1 |
| Energy | 5.78 | 1.96 |
| Technology | 9.36 | 9.82 |
| Industrials | 16.06 | 17.9 |
| Basic Materials | 6.89 | 9.07 |
| Consumer Cyclical | 18.59 | 9.87 |
| Financial Services | 29.21 | 26.1 |
| Consumer Defensive | 1.24 | 8.11 |
| Real Estate | 1.22 | 2.85 |
| Healthcare | 5.51 | 7.98 |
| Utilities | 2.73 | 3.24 |
| Communication Services | - | 0 |
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