HDFC Retirement Savings Fund vs Aditya Birla Sun Life Retirement Fund compare

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HDFC Retirement Savings Fund - Equity Plan - Growth Option

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Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Fund	HDFC Retirement Savings Fund - Equity Plan - Growth Option	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹6612 Cr	₹411 Cr
Min Investment	₹100	₹1000
Min SIP Invesment	₹100	₹1000
Min Addl Investment	₹100	₹1000
Launch Date	26 Feb 2016	11 Mar 2019
Category	Retirement Funds	Retirement Funds
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	14.13%	6%
Expense Ratio	1.77	2.41
Manager	Dhruv Muchhal	Dhaval Joshi
ISIN Code	INF179KB1MG8	INF209KB1H99
Exits Load	Data not available./365	Data not available./365

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
1 Month	-0.71%	-0.74%
6 Month	10.07%	17.08%
1 Year	0.7%	3.86%
3 Year	18.39%	14.22%
5 Year	24.44%	14.65%

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
6 Month	2.43%	5.87%
1 Year	3.49%	10.11%
3 Year	15.04%	15.06%
5 Year	18.09%	13.28%

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
1 Year	17.17%	11.05%
3 Year	19.1%	12.22%
5 Year	17.18%	14.04%

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Standard Deviation	11.08%	13.35%
Sharp	1.11%	0.64%
Beta	0.80%	0.94%
Alpha	4.04%	-1.10%

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Name	Dhruv Muchhal	Dhaval Joshi
Total AUM	₹520687 Cr	₹361932 Cr
Funds Managed	40	55
	HDFC Retirement Savings Fund - Equity Plan - Growth Option	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Others	11.48	6.22
Large Cap	60.93	46.47
Mid Cap	8.67	20.82
Small Cap	18.91	26.49

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Others	10.61	3.1
Energy	5.34	1.96
Financial Services	31.76	26.1
Technology	7.11	9.82
Industrials	14.1	17.9
Real Estate	1.15	2.85
Healthcare	6.89	7.98
Consumer Cyclical	8.6	9.87
Basic Materials	4.86	9.07
Consumer Defensive	3.72	8.11
Communication Services	3.6	0
Utilities	2.26	3.24