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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) | ₹2673 Cr | ₹373 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 | 1.72% | 2.45% |
| 6 Month | -5.13% | -5.65% |
| 1 Year | 3.16% | 5.48% |
| 3 Year | 14.68% | 13.03% |
| 5 Year | - | 15.18% |
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 | -0.5% | 0.78% |
| 1 Year | -8.56% | -4.43% |
| 3 Year | 11.23% | 13.05% |
| 5 Year | - | 12.2% |
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 | 18.59% | 12.47% |
| 3 Year | 20.02% | 12.02% |
| 5 Year | - | 13.27% |
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 | 12.293% | 13.102% |
| Sharp | 0.575% | 0.392% |
| Beta | - | - |
| Alpha | - | - |
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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 | 0.83 | 5.8 |
| Large Cap | 64.72 | 51.19 |
| Mid Cap | 19.68 | 19.94 |
| Small Cap | 14.77 | 23.07 |
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 | 0.83 | 5.8 |
| Energy | 5.83 | 4.83 |
| Technology | 13.13 | 10.41 |
| Industrials | 18.99 | 12.8 |
| Basic Materials | 5.62 | 8.14 |
| Financial Services | 28.61 | 26.98 |
| Consumer Cyclical | 18.32 | 9.19 |
| Consumer Defensive | 1.14 | 4.18 |
| Real Estate | 1.28 | 3.57 |
| Healthcare | 4.39 | 8.69 |
| Utilities | 1.86 | 2.39 |
| Communication Services | - | 3.02 |
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