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)	₹1516 Cr	₹427 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	-0.59%	0.24%
6 Month	6.88%	5.08%
1 Year	8.46%	3.71%
3 Year	22.91%	14.36%
5 Year	24.68%	13.11%

Scheme Name	ICICI Prudential Retirement Fund - Pure Equity - Growth Option	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
6 Month	3.08%	2.88%
1 Year	21.89%	18.11%
3 Year	21.97%	14.93%
5 Year	22%	13.32%

Scheme Name	ICICI Prudential Retirement Fund - Pure Equity - Growth Option	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
1 Year	18.48%	9.91%
3 Year	24.29%	12.47%
5 Year	25.07%	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	14.71%	13.18%
Sharp	1.08%	0.61%
Beta	1.07%	0.96%
Alpha	6.31%	-0.46%

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	15	9.62
Large Cap	33.53	43.13
Mid Cap	22.8	20.24
Small Cap	28.66	27

Scheme Name	ICICI Prudential Retirement Fund - Pure Equity - Growth Option	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Others	9.39	4.25
Communication Services	6.54	-
Energy	1.8	2.03
Industrials	13.3	14.68
Basic Materials	24.6	9.75
Financial Services	17.4	25.26
Consumer Defensive	2.95	7.13
Consumer Cyclical	11.07	12.65
Healthcare	2.2	7.5
Technology	5.17	10.75
Utilities	0.47	3.12
Real Estate	5.12	2.88