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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) | ₹6693 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 |
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 | 0.82% | 0.29% |
| 6 Month | 7.83% | 14.04% |
| 1 Year | 1.32% | 3.28% |
| 3 Year | 19.62% | 15.88% |
| 5 Year | 24.34% | 14.85% |
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 | 1.6% | 2.51% |
| 1 Year | 10.14% | 16% |
| 3 Year | 14.95% | 15.49% |
| 5 Year | 17.69% | 13.65% |
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 | 16.78% | 10.43% |
| 3 Year | 18.95% | 12.36% |
| 5 Year | 17.34% | 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 | 10.93% | 13.20% |
| Sharp | 1.04% | 0.65% |
| Beta | 0.81% | 0.96% |
| Alpha | 3.58% | -0.64% |
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 | 7.76 | 7.72 |
| Large Cap | 62.28 | 45.83 |
| Mid Cap | 10.13 | 18.8 |
| Small Cap | 19.83 | 27.65 |
Sector Allocation
| Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Others | 6.94 | 2.75 |
| Energy | 5.27 | 1.97 |
| Financial Services | 31.13 | 24.83 |
| Technology | 8.65 | 10.66 |
| Industrials | 14.22 | 16.98 |
| Real Estate | 1.16 | 2.69 |
| Healthcare | 7.96 | 7.68 |
| Consumer Cyclical | 9.8 | 11.61 |
| Basic Materials | 5.19 | 9.97 |
| Consumer Defensive | 3.79 | 7.65 |
| Communication Services | 3.53 | - |
| Utilities | 2.37 | 3.21 |
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