- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
HDFC Retirement Savings Fund vs SBI Retirement Benefit Fund compare
HDFC Retirement Savings Fund - Equity Plan - Growth Option
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Retirement Savings Fund - Equity Plan - Growth Option | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹6474 Cr | ₹2894 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 26 Feb 2016 | 10 Feb 2021 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | BSE 500 |
| Turn Over | 14.13% | 6% |
| Expense Ratio | 1.77 | 1.95 |
| Manager | Dhruv Muchhal | Rohit Shimpi |
| ISIN Code | INF179KB1MG8 | INF200KA1S30 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| 1 Month | 2.67% | 3.04% |
| 6 Month | 4.24% | 4.37% |
| 1 Year | 5.79% | 0.47% |
| 3 Year | 24.03% | 19.29% |
| 5 Year | 27.3% | - |
SIP Return Analysis
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| 6 Month | 8.97% | 9.45% |
| 1 Year | 10.96% | 9.2% |
| 3 Year | 19.63% | 14.91% |
| 5 Year | 21.22% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.69% | 16.74% |
| 3 Year | 18.72% | 18.44% |
| 5 Year | 17.03% | - |
Risk Management
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.86% | 13.05% |
| Sharp | 1.17% | 0.75% |
| Beta | 0.80% | - |
| Alpha | 4.58% | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Rohit Shimpi |
| Total AUM | ₹520687 Cr | ₹15441 Cr |
| Funds Managed | 40 | 6 |
| HDFC Retirement Savings Fund - Equity Plan - Growth Option | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| Others | 12.24 | 0.83 |
| Large Cap | 58.58 | 64.72 |
| Mid Cap | 8.29 | 19.68 |
| Small Cap | 20.89 | 14.77 |
Sector Allocation
| Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| Others | 12.17 | 0.83 |
| Energy | 4.28 | 5.83 |
| Financial Services | 30.8 | 28.61 |
| Technology | 8.97 | 13.13 |
| Industrials | 14.32 | 18.99 |
| Healthcare | 5.36 | 4.39 |
| Consumer Cyclical | 10.1 | 18.32 |
| Basic Materials | 4.29 | 5.62 |
| Consumer Defensive | 4.55 | 1.14 |
| Communication Services | 3.45 | - |
| Utilities | 1.7 | 1.86 |
| Real Estate | - | 1.28 |
Top Comparisons
WhiteOak Capital ELSS Tax Saver Fund Regular Plan Growth
3Y Returns0%
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
3Y Returns20.61%
Franklin India ELSS Tax Saver Fund-Growth
3Y Returns24.77%
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
3Y Returns20.61%
ITI Liquid Fund Regular - Growth
3Y Returns6.6%
DSP Liquidity Fund - Regular Plan - Growth
3Y Returns6.93%
ITI Multi Cap Fund Regular - Growth
3Y Returns25.41%
HDFC Multi Cap Fund - Growth Option
3Y Returns27.67%
