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

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tortoise-icon HDFC Retirement Savings Fund - Equity Plan - Growth Option

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tortoise-icon 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) ₹5970 Cr ₹402 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 1.78 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 -3.32% -5.87%
6 Month -6.48% -8.76%
1 Year 8.32% 6.12%
3 Year 17.59% 10.33%
5 Year 21.5% 10.2%

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 - -
1 Year -0.25% -2.25%
3 Year 18.77% 13.38%
5 Year 22.24% 12.66%

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 19.02% 12.47%
3 Year 18.79% 12.02%
5 Year 16.85% 13.27%

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 10.44% 11.61%
Sharp 1.4% 0.68%
Beta 0.76% 0.85%
Alpha 4.6% -3.34%

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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
Fund Manage 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 7.31 2.79
Large Cap 60.19 52.94
Mid Cap 11.01 19.14
Small Cap 21.49 25.15

Sector Allocation

Scheme Name

HDFC Retirement Savings Fund - Equity Plan - Growth Option

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

Others 7.31 2.79
Petroleum Products 4.24 4.06
Finance 1.36 2.35
IT - Software 7.08 8.23
Transport Services 5.05 0.84
Construction 3.86 5.62
Healthcare Services 0.51 2.82
Banks 25.33 21.16
Realty 0.86 3.03
Leisure Services 0.93 0.95
Pharmaceuticals & Biotechnology 6.8 6.57
Automobiles 6.92 1.08
Ferrous Metals 1.68 -
Fertilizers & Agrochemicals 0.81 -
Personal Products 1.01 1.3
Paper, Forest & Jute Products 0.48 -
Agricultural Food & other Products 0.63 -
Industrial Products 2.69 1.08
Consumer Durables 3.68 6.7
IT - Services 0.55 -
Diversified FMCG 2.13 -
Insurance 2.98 3.7
Entertainment 0.59 -
Gas 0.65 -
Aerospace & Defense 0.62 -
Industrial Manufacturing 1.63 -
Capital Markets 1.19 -
Telecom - Services 2.97 3.06
Electrical Equipment 1.32 3.67
Commercial Services & Supplies 1.62 -
Power 0.86 2.31
Beverages 1.21 -
Auto Components 0.45 5
Household Products - 1.68
Non - Ferrous Metals - 1.37
Retailing - 2.65
Oil - 1.48
Chemicals & Petrochemicals - 1.54
Cement & Cement Products - 3.52
Food Products - 1.46

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