Axis Retirement Savings Fund vs SBI Retirement Benefit Fund compare

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

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Axis Retirement Fund - Dynamic 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	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)	₹3124 Cr	₹316 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	0.94%	-0.75%
6 Month	3.39%	1.37%
1 Year	0.24%	-0.99%
3 Year	12.68%	13.66%
5 Year	-	12.19%

Scheme Name	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
6 Month	2.74%	1.36%
1 Year	13.05%	8.22%
3 Year	10.83%	12.81%
5 Year	-	11.7%

Scheme Name	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
1 Year	15.06%	12.03%
3 Year	17.34%	12.4%
5 Year	-	14.61%

Scheme Name	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
Standard Deviation	11.73%	11.27%
Sharp	0.58%	0.72%
Beta	-	1.3%
Alpha	-	0.88%

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	8.14	12.88
Large Cap	58.97	61.28
Mid Cap	20.09	13.06
Small Cap	12.8	12.74

Scheme Name	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
Others	3.17	12.88
Energy	5.86	-
Technology	9.37	-
Industrials	14.92	-
Basic Materials	9.74	-
Consumer Cyclical	18.97	-
Financial Services	26.87	-
Real Estate	3.43	-
Consumer Defensive	0.92	-
Healthcare	4.19	-
Utilities	2.58	-
Petroleum Products	-	6.11
IT - Software	-	5.7
Pharmaceuticals & Biotechnology	-	5.84
Construction	-	3.17
Finance	-	5.51
Banks	-	17.52
Diversified FMCG	-	0.73
Non - Ferrous Metals	-	0.59
Electrical Equipment	-	4.85
Healthcare Services	-	3.91
Aerospace & Defense	-	1.59
Auto Components	-	3.11
Ferrous Metals	-	0.61
Automobiles	-	2.8
Commercial Services & Supplies	-	2.06
Insurance	-	2.06
Retailing	-	2.25
Beverages	-	1.56
Realty	-	2.13
Oil	-	0.1
Food Products	-	0.53
Power	-	1.88
Consumer Durables	-	2.03
Chemicals & Petrochemicals	-	2.06
Household Products	-	1.1
Telecom - Services	-	2.89
Consumable Fuels	-	0.07
Fertilizers & Agrochemicals	-	0.84
Industrial Manufacturing	-	1.87
Transport Services	-	0.51
Industrial Products	-	0.22
Cement & Cement Products	-	0.88