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

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ICICI Prudential Retirement Fund - Pure Equity - Growth Option

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

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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)	₹1410 Cr	₹411 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

Scheme Name	ICICI Prudential Retirement Fund - Pure Equity - Growth Option	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
1 Month	1.11%	-0.07%
6 Month	17.07%	13.25%
1 Year	8.04%	2.8%
3 Year	25.51%	15.97%
5 Year	28.21%	14.8%

Scheme Name	ICICI Prudential Retirement Fund - Pure Equity - Growth Option	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
6 Month	4.07%	2.51%
1 Year	22.13%	16%
3 Year	23.55%	15.49%
5 Year	23.11%	13.65%

Scheme Name	ICICI Prudential Retirement Fund - Pure Equity - Growth Option	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
1 Year	19.75%	10.43%
3 Year	24.45%	12.36%
5 Year	24.39%	14.33%

Scheme Name	ICICI Prudential Retirement Fund - Pure Equity - Growth Option	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Standard Deviation	14.60%	13.20%
Sharp	1.07%	0.65%
Beta	1.05%	0.96%
Alpha	5.45%	-0.64%

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

Scheme Name	ICICI Prudential Retirement Fund - Pure Equity - Growth Option	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Others	13.36	7.72
Large Cap	32.98	45.83
Mid Cap	22.43	18.8
Small Cap	31.23	27.65

Scheme Name	ICICI Prudential Retirement Fund - Pure Equity - Growth Option	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Others	9.08	2.75
Communication Services	6.52	-
Energy	1.48	1.97
Industrials	12.63	16.98
Basic Materials	26.21	9.97
Financial Services	18.24	24.83
Consumer Cyclical	11.17	11.61
Healthcare	2.24	7.68
Technology	5.34	10.66
Utilities	0.55	3.21
Real Estate	5	2.69
Consumer Defensive	1.53	7.65