HDFC Retirement Savings Fund vs SBI Retirement Benefit Fund compare
HDFC Retirement Savings Fund - Equity Plan - Growth Option
Invest NowSBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
Invest NowChart Comparison
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) | ₹5970 Cr | ₹2715 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 | 1.78 | 1.94 |
Manager | Dhruv Muchhal | Rohit Shimpi |
ISIN Code | INF179KB1MG8 | INF200KA1S30 |
Exits Load | Data not available./365 | Data not available./365 |
Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
1 Month | 1.52% | 2.3% |
6 Month | 10.98% | 8.11% |
1 Year | 26.33% | 21.09% |
3 Year | 20.8% | 16.75% |
5 Year | 24.4% | - |
Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 19.09% | 15.96% |
3 Year | 25.54% | 20.39% |
5 Year | 26.44% | - |
Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
1 Year | 18.89% | 19.22% |
3 Year | 18.78% | 20.63% |
5 Year | 16.7% | - |
Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
Standard Deviation | 10.44% | 10.86% |
Sharp | 1.4% | 1.24% |
Beta | 0.76% | 0.77% |
Alpha | 4.6% | 4.63% |
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Get Free Experts GuidanceScheme 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 |
Fund Manage | 40 | 6 |
HDFC Retirement Savings Fund - Equity Plan - Growth Option | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
Others | 7.31 | 5.1 |
Large Cap | 60.19 | 56.86 |
Mid Cap | 11.01 | 26.72 |
Small Cap | 21.49 | 11.32 |
Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
Others | 7.31 | 1.56 |
Petroleum Products | 4.24 | - |
Finance | 1.36 | - |
IT - Software | 7.08 | - |
Transport Services | 5.05 | - |
Construction | 3.86 | 4.5 |
Healthcare Services | 0.51 | - |
Banks | 25.33 | - |
Realty | 0.86 | - |
Leisure Services | 0.93 | - |
Pharmaceuticals & Biotechnology | 6.8 | - |
Automobiles | 6.92 | - |
Ferrous Metals | 1.68 | - |
Fertilizers & Agrochemicals | 0.81 | - |
Personal Products | 1.01 | - |
Paper, Forest & Jute Products | 0.48 | - |
Agricultural Food & other Products | 0.63 | - |
Industrial Products | 2.69 | - |
Consumer Durables | 3.68 | - |
IT - Services | 0.55 | - |
Diversified FMCG | 2.13 | - |
Insurance | 2.98 | 2.52 |
Entertainment | 0.59 | - |
Gas | 0.65 | - |
Aerospace & Defense | 0.62 | - |
Industrial Manufacturing | 1.63 | - |
Capital Markets | 1.19 | - |
Telecom - Services | 2.97 | - |
Electrical Equipment | 1.32 | - |
Commercial Services & Supplies | 1.62 | - |
Power | 0.86 | - |
Beverages | 1.21 | - |
Auto Components | 0.45 | - |
Sovereign | - | 3.32 |
Energy | - | 5.42 |
Technology | - | 6.13 |
Financial | - | 26.13 |
Metals & Mining | - | 7.18 |
Services | - | 6.79 |
Automobile | - | 13.1 |
Capital Goods | - | 9.98 |
Materials | - | 6.35 |
Healthcare | - | 4.22 |
Textiles | - | 1.17 |
Consumer Discretionary | - | 1.63 |
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