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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) | ₹6969 Cr | ₹427 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 | -0.37% | -0.2% |
| 6 Month | 1.02% | 2.43% |
| 1 Year | 1% | 3% |
| 3 Year | 17.19% | 14.46% |
| 5 Year | 21.01% | 12.64% |
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 | 2.48% | 2.88% |
| 1 Year | 12.2% | 18.11% |
| 3 Year | 13.89% | 14.93% |
| 5 Year | 16.67% | 13.32% |
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 | 14.7% | 9.91% |
| 3 Year | 18.93% | 12.47% |
| 5 Year | 17.74% | 14.33% |
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% | 13.18% |
| Sharp | 1.04% | 0.61% |
| Beta | 0.81% | 0.96% |
| Alpha | 3.25% | -0.46% |
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 | 7.04 | 9.62 |
| Large Cap | 62.76 | 43.13 |
| Mid Cap | 9.9 | 20.24 |
| Small Cap | 20.3 | 27 |
Sector Allocation
| Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Others | 6.24 | 4.25 |
| Energy | 5.5 | 2.03 |
| Financial Services | 30.81 | 25.26 |
| Technology | 9.02 | 10.75 |
| Industrials | 14.14 | 14.68 |
| Real Estate | 1.18 | 2.88 |
| Healthcare | 7.98 | 7.5 |
| Consumer Cyclical | 9.66 | 12.65 |
| Basic Materials | 5.67 | 9.75 |
| Consumer Defensive | 3.77 | 7.13 |
| Communication Services | 3.72 | - |
| Utilities | 2.32 | 3.12 |
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