ICICI Prudential Retirement Fund vs Aditya Birla Sun Life Retirement Fund compare
ICICI Prudential Retirement Fund - Pure Equity - Growth Option
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Chart Comparison
Overview
Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
Fund | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
Investment Plan | Growth | Growth |
Level of Risk | Moderate | Very High |
Asset Size (Cr) | ₹1060 Cr | ₹373 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 27 Feb 2019 | 11 Mar 2019 |
Category | Retirement Funds | Retirement Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
Turn Over | 67% | 6% |
Expense Ratio | 2.16 | 2.41 |
Manager | Sharmila D'mello | Dhaval Joshi |
ISIN Code | INF109KC1TQ6 | INF209KB1H99 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
1 Month | 5.34% | 4.96% |
6 Month | 0.86% | -1.18% |
1 Year | 7.01% | 7.05% |
3 Year | 26.61% | 18.5% |
5 Year | 29.7% | 16.58% |
SIP Return Analysis
Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
6 Month | 12.11% | 10.85% |
1 Year | 15.86% | 11.16% |
3 Year | 25.06% | 16.51% |
5 Year | 24.64% | 14.09% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
1 Year | 21.7% | 11.52% |
3 Year | 24.5% | 11.98% |
5 Year | 23.47% | 13.42% |
Risk Management
Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
Standard Deviation | 14.435% | 13.102% |
Sharp | 0.73% | 0.392% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
Name | Sharmila D'mello | Dhaval Joshi |
Total AUM | ₹354743 Cr | ₹361932 Cr |
Funds Managed | 35 | 55 |
ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
Market Cap
Scheme Name |
ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
Others | 3.31 | 5.8 |
Large Cap | 54.72 | 51.19 |
Small Cap | 21.46 | 23.07 |
Mid Cap | 20.5 | 19.94 |
Sector Allocation
Scheme Name |
ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
Others | 2.47 | 5.8 |
Communication Services | 9.41 | 3.02 |
Basic Materials | 25.99 | 8.14 |
Industrials | 15.09 | 12.8 |
Financial Services | 15.14 | 26.98 |
Healthcare | 1.09 | 8.69 |
Consumer Cyclical | 10.42 | 9.19 |
Technology | 11.48 | 10.41 |
Energy | 0.48 | 4.83 |
Real Estate | 4.99 | 3.57 |
Consumer Defensive | 3.4 | 4.18 |
Utilities | 0.04 | 2.39 |
Top Comparisons
DSP Banking & PSU Debt Fund - Regular Plan - Growth
3Y Returns7.58%
Baroda BNP Paribas Banking and PSU Bond Fund-Regular Plan -Growth Option
3Y Returns7.33%
Sundaram ELSS Tax Saver Fund Regular Growth
3Y Returns19.13%
Sundaram Tax Savings Fund (Formerly Known as Principal Tax Savings Fund) Regular Growth
3Y Returns19.13%
Bandhan ELSS Tax saver Fund - Regular Plan - Growth
3Y Returns19.6%
NIPPON INDIA ELSS TAX SAVER FUND-Growth Plan-Growth Option
3Y Returns22.23%
Kotak Focused Equity Fund- Regular plan _ Growth Option
3Y Returns19.06%
Quant Focused Fund-Growth
3Y Returns19.53%