HDFC Retirement Savings Fund vs ICICI Prudential Retirement Fund compare
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option
HDFC Retirement Savings Fund - Equity Plan - Growth Option
Chart Comparison
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) | ₹902 Cr | ₹6612 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 |
Trailing Lumpsum Returns
Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
---|---|---|
1 Month | -2.26% | -2% |
6 Month | 12.86% | 8.53% |
1 Year | 6.28% | 1.12% |
3 Year | 19.35% | 18.32% |
5 Year | 20.11% | 24.57% |
SIP Return Analysis
Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
---|---|---|
6 Month | 4.88% | 2.43% |
1 Year | 10.29% | 3.49% |
3 Year | 19.06% | 15.04% |
5 Year | 18.01% | 18.09% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
---|---|---|
1 Year | 15.64% | 17.17% |
3 Year | 18.2% | 19.1% |
5 Year | 18.75% | 17.18% |
Risk Management
Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
---|---|---|
Standard Deviation | 12.65% | 11.08% |
Sharp | 1.05% | 1.11% |
Beta | 1.33% | 0.80% |
Alpha | 4.61% | 4.04% |
Fund Managers
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 |
Market Cap
Scheme Name |
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
---|---|---|
Others | 18.9 | 11.48 |
Large Cap | 29.09 | 60.93 |
Mid Cap | 25.25 | 8.67 |
Small Cap | 26.76 | 18.91 |
Sector Allocation
Scheme Name |
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
---|---|---|
Others | 14.83 | 10.61 |
Communication Services | 7.32 | 3.6 |
Industrials | 15.48 | 14.1 |
Basic Materials | 24.72 | 4.86 |
Financial Services | 16.75 | 31.76 |
Real Estate | 1.93 | 1.15 |
Consumer Cyclical | 10.86 | 8.6 |
Healthcare | 2.52 | 6.89 |
Technology | 5.39 | 7.11 |
Utilities | 0.21 | 2.26 |
Energy | - | 5.34 |
Consumer Defensive | - | 3.72 |
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