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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) | ₹3000 Cr | ₹411 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 | -0.06% | 1.67% |
| 6 Month | 7.37% | 13.34% |
| 1 Year | 0.69% | 6.12% |
| 3 Year | 13.13% | 15.33% |
| 5 Year | - | 14% |
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 | 0.99% | 2.71% |
| 1 Year | 8.63% | 17.2% |
| 3 Year | 10.11% | 15.19% |
| 5 Year | - | 13.36% |
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 | 15.06% | 9.92% |
| 3 Year | 17.34% | 12.44% |
| 5 Year | - | 14.4% |
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 | 11.73% | 13.19% |
| Sharp | 0.58% | 0.64% |
| Beta | - | 0.95% |
| Alpha | - | -0.76% |
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 | 9.4 | 7.72 |
| Large Cap | 60.95 | 45.83 |
| Mid Cap | 16.09 | 18.8 |
| Small Cap | 13.56 | 27.65 |
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 | 4.03 | 2.75 |
| Energy | 5.6 | 1.97 |
| Technology | 11.11 | 10.66 |
| Industrials | 15.25 | 16.98 |
| Basic Materials | 8.45 | 9.97 |
| Consumer Cyclical | 18.6 | 11.61 |
| Financial Services | 27.56 | 24.83 |
| Consumer Defensive | 0.95 | 7.65 |
| Real Estate | 1.09 | 2.69 |
| Healthcare | 4.81 | 7.68 |
| Utilities | 2.56 | 3.21 |
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