Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

ICICI Prudential Retirement Fund vs Aditya Birla Sun Life Retirement Fund compare

Link copied to clipboard!

tortoise-icon ICICI Prudential Retirement Fund - Pure Equity - Growth Option

Invest Now

tortoise-icon Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth

Invest Now

Chart Comparison

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

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 9.95% 8.61%
6 Month 2.26% -1.2%
1 Year 11.57% 11.27%
3 Year 24.2% 16.85%
5 Year 30.44% 17.08%

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 1.5% 0.51%
1 Year -2.49% -5.37%
3 Year 20.09% 11.7%
5 Year 22.02% 11.28%

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 23.43% 12.47%
3 Year 25.69% 12.02%
5 Year 23.19% 13.27%

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-icons

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

HDFC Money Market Fund - Growth Option HDFC Money Market Fund - Growth Option

3Y Returns7.2%

VS

Aditya Birla Sun Life Money Manager Fund - Growth Aditya Birla Sun Life Money Manager Fund - Growth

3Y Returns7.31%

Compare Now

ICICI Prudential Silver ETF Fund of Fund - Growth ICICI Prudential Silver ETF Fund of Fund - Growth

3Y Returns13.8%

VS

Axis Silver Fund of Fund -Regular Plan- Growth Option Axis Silver Fund of Fund -Regular Plan- Growth Option

3Y Returns0%

Compare Now

Nippon India Value Fund- Growth Plan Nippon India Value Fund- Growth Plan

3Y Returns25.71%

VS

Canara Robeco Value Fund - Regular Plan - Growth Option Canara Robeco Value Fund - Regular Plan - Growth Option

3Y Returns23.08%

Compare Now

Nippon India Corporate Bond Fund - Growth Plan - Growth Option Nippon India Corporate Bond Fund - Growth Plan - Growth Option

3Y Returns7.9%

VS

Axis Corporate Bond Fund - Regular Plan Growth Axis Corporate Bond Fund - Regular Plan Growth

3Y Returns7.46%

Compare Now
Add to Cart Successfully