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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) | ₹6612 Cr | ₹2960 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% | -2.59% |
| 6 Month | 8.53% | 8.1% |
| 1 Year | 1.12% | -2.1% |
| 3 Year | 18.32% | 12.87% |
| 5 Year | 24.57% | - |
SIP Return Analysis
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.43% | 2.12% |
| 1 Year | 3.49% | 1.11% |
| 3 Year | 15.04% | 10.37% |
| 5 Year | 18.09% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| 1 Year | 17.17% | 15.93% |
| 3 Year | 19.1% | 18.02% |
| 5 Year | 17.18% | - |
Risk Management
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 11.08% | 12.02% |
| Sharp | 1.11% | 0.66% |
| Beta | 0.80% | - |
| Alpha | 4.04% | - |
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 | 11.48 | 5.67 |
| Large Cap | 60.93 | 61.03 |
| Mid Cap | 8.67 | 17.98 |
| Small Cap | 18.91 | 15.32 |
Sector Allocation
| Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| Others | 10.61 | 3.41 |
| Energy | 5.34 | 5.78 |
| Financial Services | 31.76 | 29.21 |
| Technology | 7.11 | 9.36 |
| Industrials | 14.1 | 16.06 |
| Real Estate | 1.15 | 1.22 |
| Healthcare | 6.89 | 5.51 |
| Consumer Cyclical | 8.6 | 18.59 |
| Basic Materials | 4.86 | 6.89 |
| Consumer Defensive | 3.72 | 1.24 |
| Communication Services | 3.6 | - |
| Utilities | 2.26 | 2.73 |
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