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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