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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) | ₹3000 Cr | ₹310 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 | 1.35% | 0.66% |
| 6 Month | 9.57% | 7.48% |
| 1 Year | -2.88% | -1.98% |
| 3 Year | 14.13% | 14.27% |
| 5 Year | - | 14.99% |
SIP Return Analysis
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 6 Month | 1.95% | 1.54% |
| 1 Year | 9.67% | 7.89% |
| 3 Year | 11.2% | 13.98% |
| 5 Year | - | 12.28% |
Rolling Lumpsum Returns
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Year | 15.06% | 13.27% |
| 3 Year | 17.34% | 12.31% |
| 5 Year | - | 14.82% |
Risk Management
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Standard Deviation | 11.77% | 11.39% |
| Sharp | 0.59% | 0.56% |
| Beta | - | 1.22% |
| Alpha | - | -1.05% |
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 | 5.97 | 17.68 |
| Large Cap | 62.37 | 54.01 |
| Mid Cap | 17.45 | 17.02 |
| Small Cap | 14.21 | 11.3 |
Sector Allocation
| Scheme Name |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 3.64 | 14.67 |
| Energy | 5.66 | 5.83 |
| Technology | 9.3 | 10.09 |
| Industrials | 15.45 | 11.08 |
| Basic Materials | 8.65 | 5.54 |
| Consumer Cyclical | 18.77 | 8.57 |
| Financial Services | 28.4 | 24.94 |
| Consumer Defensive | 1.14 | 3.3 |
| Real Estate | 1.15 | 2.18 |
| Healthcare | 5.25 | 9.22 |
| Utilities | 2.58 | 1.68 |
| Communication Services | - | 2.9 |
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