HDFC Retirement Savings Fund vs ICICI Prudential Retirement Fund compare

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ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option

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HDFC Retirement Savings Fund - Equity Plan - Growth Option

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Chart Comparison

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

Overview

Scheme Name	ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	HDFC Retirement Savings Fund - Equity Plan - Growth Option
Fund	ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	HDFC Retirement Savings Fund - Equity Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹916 Cr	₹6584 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	27 Feb 2019	26 Feb 2016
Category	Retirement Funds	Retirement Funds
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 35+65 Aggressive TRI	NIFTY 500 TRI
Turn Over	54%	14.13%
Expense Ratio	2.31	1.77
Manager	Sharmila D'mello	Dhruv Muchhal
ISIN Code	INF109KC1TU8	INF179KB1MG8
Exits Load	Data not available./365	Data not available./365

Scheme Name	ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	HDFC Retirement Savings Fund - Equity Plan - Growth Option
1 Month	1.65%	1.19%
6 Month	19.97%	12.7%
1 Year	5.48%	-0.39%
3 Year	20.92%	19.16%
5 Year	20.41%	24.03%

Scheme Name	ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	HDFC Retirement Savings Fund - Equity Plan - Growth Option
6 Month	4.16%	1.24%
1 Year	19.13%	9.29%
3 Year	19.86%	14.71%
5 Year	18.36%	17.47%

Scheme Name	ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	HDFC Retirement Savings Fund - Equity Plan - Growth Option
1 Year	14.85%	16.78%
3 Year	18.39%	18.95%
5 Year	19.12%	17.34%

Scheme Name	ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	HDFC Retirement Savings Fund - Equity Plan - Growth Option
Standard Deviation	12.58%	10.93%
Sharp	1.00%	1.04%
Beta	1.36%	0.81%
Alpha	4.23%	3.58%

Scheme Name	ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	HDFC Retirement Savings Fund - Equity Plan - Growth Option
Name	Sharmila D'mello	Dhruv Muchhal
Total AUM	₹354743 Cr	₹520687 Cr
Funds Managed	35	40
	ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	HDFC Retirement Savings Fund - Equity Plan - Growth Option

Scheme Name	ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	HDFC Retirement Savings Fund - Equity Plan - Growth Option
Others	20.21	9.97
Large Cap	28.58	61.87
Mid Cap	24.47	8.67
Small Cap	26.74	19.49

Scheme Name	ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	HDFC Retirement Savings Fund - Equity Plan - Growth Option
Others	16.22	9.2
Communication Services	7.01	3.62
Industrials	14.86	14.32
Basic Materials	24.38	4.77
Financial Services	16.06	30.94
Real Estate	1.85	1.12
Consumer Cyclical	11.17	9.61
Healthcare	2.44	7.3
Technology	5.8	7.92
Utilities	0.21	2.33
Energy	-	5.15
Consumer Defensive	-	3.7