- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
HDFC Retirement Savings Fund vs Aditya Birla Sun Life Retirement Fund compare
HDFC Retirement Savings Fund - Equity Plan - Growth Option
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Chart Comparison
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) | ₹6474 Cr | ₹404 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 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| 1 Month | 2.42% | 2.66% |
| 6 Month | 2.28% | 3.12% |
| 1 Year | 4.83% | 6.78% |
| 3 Year | 23.69% | 19.08% |
| 5 Year | 26.86% | 15.66% |
SIP Return Analysis
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| 6 Month | 8.97% | 12.14% |
| 1 Year | 10.96% | 14.75% |
| 3 Year | 19.63% | 17.99% |
| 5 Year | 21.22% | 14.98% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| 1 Year | 17.69% | 11.52% |
| 3 Year | 18.72% | 11.98% |
| 5 Year | 17.03% | 13.42% |
Risk Management
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Standard Deviation | 11.86% | 14.35% |
| Sharp | 1.17% | 0.68% |
| Beta | 0.80% | 0.95% |
| Alpha | 4.58% | -1.25% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| 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 |
Market Cap
| Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Others | 12.24 | 5.8 |
| Large Cap | 58.58 | 51.19 |
| Mid Cap | 8.29 | 19.94 |
| Small Cap | 20.89 | 23.07 |
Sector Allocation
| Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Others | 12.17 | 5.8 |
| Energy | 4.28 | 4.83 |
| Financial Services | 30.8 | 26.98 |
| Technology | 8.97 | 10.41 |
| Industrials | 14.32 | 12.8 |
| Healthcare | 5.36 | 8.69 |
| Consumer Cyclical | 10.1 | 9.19 |
| Basic Materials | 4.29 | 8.14 |
| Consumer Defensive | 4.55 | 4.18 |
| Communication Services | 3.45 | 3.02 |
| Utilities | 1.7 | 2.39 |
| Real Estate | - | 3.57 |
Top Comparisons
HSBC Multi Cap Fund - Regular - Growth
3Y Returns0%
Edelweiss Multi Cap Fund - Regular (G)
3Y Returns0%
Mahindra Manulife Multi Cap Fund - Regular Plan - Growth
3Y Returns25.85%
Aditya Birla Sun Life Multi-Cap Fund-Regular Growth
3Y Returns21.39%
Mahindra Manulife Equity Savings Fund - Regular Plan - Growth
3Y Returns11.24%
Invesco India Equity Savings Fund - Regular Plan - Growth
3Y Returns12.91%
ICICI Prudential Nifty Next 50 Index Fund - Growth
3Y Returns22.83%
Nippon India Nifty 50 Value 20 Index Fund - Regular Plan - Growth Option
3Y Returns17.64%
