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)	₹6969 Cr	₹3124 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	0.72%	0.94%
6 Month	3.37%	3.39%
1 Year	2.38%	0.24%
3 Year	17.46%	12.68%
5 Year	21.59%	-

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
6 Month	2.49%	2.49%
1 Year	12.24%	12.39%
3 Year	14.44%	11.16%
5 Year	17.17%	-

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
1 Year	14.7%	15.06%
3 Year	18.93%	17.34%
5 Year	17.74%	-

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
Standard Deviation	10.44%	11.73%
Sharp	1.11%	0.58%
Beta	0.81%	-
Alpha	3.47%	-

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	7.02	8.14
Large Cap	65.93	58.97
Mid Cap	6.75	20.09
Small Cap	20.3	12.8

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
Others	6.22	3.17
Petroleum Products	5.5	-
Finance	1.63	-
IT - Software	8.36	-
Transport Services	6.29	-
Construction	3.6	-
Banks	24.97	-
Realty	1.18	-
Pharmaceuticals & Biotechnology	5.58	-
Automobiles	7.21	-
Ferrous Metals	2.04	-
Fertilizers & Agrochemicals	0.55	-
Personal Products	0.75	-
Paper, Forest & Jute Products	0.36	-
Consumer Durables	3.62	-
IT - Services	0.23	-
Non - Ferrous Metals	0.84	-
Diversified FMCG	1.99	-
Insurance	4.23	-
Industrial Products	1.28	-
Entertainment	0.48	-
Gas	0.67	-
Industrial Manufacturing	0.66	-
Cement & Cement Products	0.75	-
Telecom - Services	3.24	-
Healthcare Services	2.4	-
Auto Components	0.99	-
Electrical Equipment	0.69	-
Power	1.65	-
Beverages	1.03	-
Commercial Services & Supplies	0.66	-
Leisure Services	0.35	-
Energy	-	5.86
Technology	-	9.37
Industrials	-	14.92
Basic Materials	-	9.74
Consumer Cyclical	-	18.97
Financial Services	-	26.87
Real Estate	-	3.43
Consumer Defensive	-	0.92
Healthcare	-	4.19
Utilities	-	2.58