HDFC Retirement Savings Fund vs SBI Retirement Benefit Fund compare

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HDFC Retirement Savings Fund - Equity Plan - Growth Option

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SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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)	₹7086 Cr	₹3162 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

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
1 Month	-2.85%	-4.34%
6 Month	-1.99%	-3.86%
1 Year	5.58%	3.53%
3 Year	16.44%	12.18%
5 Year	18.66%	-

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
6 Month	-0.49%	-1.09%
1 Year	5.65%	4.61%
3 Year	11.2%	7.95%
5 Year	15.04%	-

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
1 Year	13.85%	13.35%
3 Year	18.77%	16.08%
5 Year	17.97%	-

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	1.07%	0.68%
Beta	0.82%	0.86%
Alpha	2.7%	-1.46%

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

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
Others	8.93	10.02
Large Cap	61.91	56.8
Mid Cap	9.77	20.75
Small Cap	19.39	12.42

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
Others	7.96	3.44
Energy	5.63	6.11
Financial Services	30.62	27.82
Technology	9.46	9.06
Industrials	13.4	14.41
Real Estate	0.9	3.07
Healthcare	7.7	4.01
Consumer Cyclical	9.63	19.61
Basic Materials	5.65	10.57
Consumer Defensive	3.53	0.88
Communication Services	3.37	-
Utilities	2.14	1.03