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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) | ₹5897 Cr | ₹2673 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 | 1.35% | 2.4% |
| 6 Month | -1.79% | -3.25% |
| 1 Year | 4.62% | 0.18% |
| 3 Year | 22.95% | 18.67% |
| 5 Year | 27.83% | - |
SIP Return Analysis
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| 6 Month | 6.53% | 7% |
| 1 Year | 5.32% | 3.41% |
| 3 Year | 17.79% | 12.99% |
| 5 Year | 20.18% | - |
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 | 11.88% | 12.293% |
| Sharp | 0.874% | 0.575% |
| Beta | - | - |
| Alpha | - | - |
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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 |
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