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Axis Retirement Savings Fund vs SBI Retirement Benefit Fund compare
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
Axis Retirement Fund - Dynamic Plan - Regular Growth
Chart Comparison
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) | ₹2960 Cr | ₹321 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 |
Trailing Lumpsum Returns
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Month | -0.69% | -0.61% |
| 6 Month | 9.9% | 8.64% |
| 1 Year | -1.94% | 0.15% |
| 3 Year | 13.55% | 12.75% |
| 5 Year | - | 14.54% |
SIP Return Analysis
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 6 Month | 2.12% | 1.8% |
| 1 Year | 1.11% | 1.27% |
| 3 Year | 10.37% | 13.5% |
| 5 Year | - | 12.21% |
Rolling Lumpsum Returns
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Year | 15.93% | 14.67% |
| 3 Year | 18.02% | 12.3% |
| 5 Year | - | 15.07% |
Risk Management
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Standard Deviation | 12.02% | 11.54% |
| Sharp | 0.66% | 0.63% |
| Beta | - | 1.20% |
| Alpha | - | -0.56% |
Fund Managers
| 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 |
Market Cap
| Scheme Name |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 5.67 | 16.16 |
| Large Cap | 61.03 | 53.5 |
| Mid Cap | 17.98 | 17.64 |
| Small Cap | 15.32 | 12.7 |
Sector Allocation
| Scheme Name |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 3.41 | 12.04 |
| Energy | 5.78 | 6.04 |
| Technology | 9.36 | 8.9 |
| Industrials | 16.06 | 12.44 |
| Basic Materials | 6.89 | 4.78 |
| Consumer Cyclical | 18.59 | 8.13 |
| Financial Services | 29.21 | 25.5 |
| Consumer Defensive | 1.24 | 3.15 |
| Real Estate | 1.22 | 2.93 |
| Healthcare | 5.51 | 9.95 |
| Utilities | 2.73 | 2.35 |
| Communication Services | - | 3.8 |
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