Axis Retirement Savings Fund vs SBI Retirement Benefit Fund compare

Link copied to clipboard!

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

Invest Now

Axis Retirement Fund - Dynamic Plan - Regular Growth

Invest Now

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	Axis Retirement Fund - Dynamic Plan - Regular Growth
Fund	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Average
Asset Size (Cr)	₹3162 Cr	₹306 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	10 Feb 2021	20 Dec 2019
Category	Retirement Funds	Retirement Funds
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500	BSE India Bond Index
Turn Over	6%	32.33%
Expense Ratio	1.95	2.42
Manager	Rohit Shimpi	Vinayak Jayanath
ISIN Code	INF200KA1S30	INF846K01T44
Exits Load	Data not available./365	Data not available./365

Scheme Name	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
1 Month	-3.75%	-3.47%
6 Month	-1.12%	-1.79%
1 Year	6.16%	5.62%
3 Year	12.97%	15.26%
5 Year	-	10.97%

Scheme Name	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
6 Month	-4.45%	-4.44%
1 Year	-3.36%	-4.44%
3 Year	5.6%	7.95%
5 Year	-	9.3%

Scheme Name	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
1 Year	13.35%	11.46%
3 Year	16.08%	12.53%
5 Year	-	14.51%

Scheme Name	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
Standard Deviation	10.86%	11.27%
Sharp	0.68%	0.79%
Beta	0.86%	1.3%
Alpha	-1.46%	0.92%

Scheme Name	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
Name	Rohit Shimpi	Vinayak Jayanath
Total AUM	₹15441 Cr	₹0 Cr
Funds Managed	6	18
	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth

Scheme Name	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
Others	10.02	16.83
Large Cap	56.8	59.54
Mid Cap	20.75	12.31
Small Cap	12.42	11.33

Scheme Name	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
Others	3.44	13
Energy	6.11	6.88
Technology	9.06	9.73
Industrials	14.41	10.86
Basic Materials	10.57	4.78
Consumer Cyclical	19.61	9.22
Financial Services	27.82	25.46
Real Estate	3.07	1.62
Consumer Defensive	0.88	4.17
Healthcare	4.01	9.32
Utilities	1.03	1.94
Communication Services	-	3.01