Aditya Birla Sun Life Retirement Fund vs SBI Retirement Benefit Fund compare

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SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

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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	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)	₹3157 Cr	₹431 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

Scheme Name	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
1 Month	-0.02%	1.74%
6 Month	1.16%	4.08%
1 Year	5.68%	9.55%
3 Year	14.2%	16.59%
5 Year	-	11.71%

Scheme Name	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
6 Month	2.52%	3.88%
1 Year	12.12%	19.95%
3 Year	10.31%	15.25%
5 Year	-	13.64%

Scheme Name	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
1 Year	13.47%	9.71%
3 Year	16.23%	12.54%
5 Year	-	14.24%

Scheme Name	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Standard Deviation	10.86%	11.61%
Sharp	0.62%	0.68%
Beta	0.86%	0.96%
Alpha	-1.34%	-0.64%

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

Scheme Name	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Others	10.18	10.24
Large Cap	56.13	43.31
Mid Cap	21.29	21.23
Small Cap	12.4	25.22

Scheme Name	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Others	3.32	2.91
Energy	6.11	2.07
Technology	9.18	12.33
Industrials	14.59	14.31
Basic Materials	10.9	9.3
Consumer Cyclical	20.07	12.97
Financial Services	26.61	25.77
Real Estate	3.17	2.74
Consumer Defensive	0.89	7.03
Healthcare	4.12	7.61
Utilities	1.04	2.96