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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 | Very High |
| Asset Size (Cr) | ₹2673 Cr | ₹341 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 | 2.4% | 1.78% |
| 6 Month | -3.25% | -3.66% |
| 1 Year | 0.18% | 6.74% |
| 3 Year | 18.67% | 17.23% |
| 5 Year | - | 15.56% |
SIP Return Analysis
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 6 Month | 7% | 5.61% |
| 1 Year | 3.41% | 4.23% |
| 3 Year | 12.99% | 15.79% |
| 5 Year | - | 13.55% |
Rolling Lumpsum Returns
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Year | 16.74% | 16.39% |
| 3 Year | 18.44% | 12.09% |
| 5 Year | - | 14.36% |
Risk Management
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Standard Deviation | 12.293% | 12.58% |
| Sharp | 0.575% | 0.305% |
| Beta | - | - |
| Alpha | - | - |
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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 | 0.83 | 11.54 |
| Large Cap | 64.72 | 55.73 |
| Mid Cap | 19.68 | 17.55 |
| Small Cap | 14.77 | 15.18 |
Sector Allocation
| Scheme Name |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 0.83 | 11.54 |
| Energy | 5.83 | 6.52 |
| Technology | 13.13 | 9.47 |
| Industrials | 18.99 | 10.99 |
| Basic Materials | 5.62 | 3.96 |
| Financial Services | 28.61 | 25.15 |
| Consumer Cyclical | 18.32 | 8.9 |
| Consumer Defensive | 1.14 | 3.17 |
| Real Estate | 1.28 | 3.36 |
| Healthcare | 4.39 | 9.62 |
| Utilities | 1.86 | 2.92 |
| Communication Services | - | 4.41 |
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