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ICICI Prudential Retirement Fund vs HDFC Retirement Savings Fund compare
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option
HDFC Retirement Savings Fund - Equity Plan - Growth Option
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| Fund | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹831 Cr | ₹6474 Cr |
| Min Investment | ₹5000 | ₹100 |
| Min SIP Invesment | ₹500 | ₹100 |
| Min Addl Investment | ₹1000 | ₹100 |
| Launch Date | 27 Feb 2019 | 26 Feb 2016 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive TRI | NIFTY 500 TRI |
| Turn Over | 54% | 14.13% |
| Expense Ratio | 2.31 | 1.77 |
| Manager | Sharmila D'mello | Dhruv Muchhal |
| ISIN Code | INF109KC1TU8 | INF179KB1MG8 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| 1 Month | 6.17% | 2.71% |
| 6 Month | 8.35% | 4.75% |
| 1 Year | 8.48% | 5.73% |
| 3 Year | 23.99% | 23.99% |
| 5 Year | 22.71% | 27.46% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| 6 Month | 12.76% | 8.97% |
| 1 Year | 18.81% | 10.96% |
| 3 Year | 23.31% | 19.63% |
| 5 Year | 20.48% | 21.22% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| 1 Year | 16.42% | 17.69% |
| 3 Year | 17.9% | 18.72% |
| 5 Year | 18.29% | 17.03% |
Risk Management
| Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| Standard Deviation | 12.79% | 11.86% |
| Sharp | 0.99% | 1.17% |
| Beta | 1.24% | 0.80% |
| Alpha | 3.13% | 4.58% |
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Fund Managers
| Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| Name | Sharmila D'mello | Dhruv Muchhal |
| Total AUM | ₹354743 Cr | ₹520687 Cr |
| Funds Managed | 35 | 40 |
| ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Market Cap
| Scheme Name |
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| Others | 16.35 | 12.24 |
| Large Cap | 46.17 | 58.58 |
| Small Cap | 18.29 | 20.89 |
| Mid Cap | 19.19 | 8.29 |
Sector Allocation
| Scheme Name |
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
|---|---|---|
| Others | 15.77 | 12.17 |
| Communication Services | 9.66 | 3.45 |
| Basic Materials | 20.02 | 4.29 |
| Energy | 0.8 | 4.28 |
| Industrials | 14.28 | 14.32 |
| Financial Services | 11.46 | 30.8 |
| Real Estate | 3.8 | - |
| Consumer Cyclical | 9.6 | 10.1 |
| Healthcare | 0.67 | 5.36 |
| Technology | 12.72 | 8.97 |
| Consumer Defensive | 1.24 | 4.55 |
| Utilities | - | 1.7 |
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