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

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)	₹547 Cr	₹5555 Cr
Min Investment	₹5000	₹100
Min SIP Invesment	₹500	₹100
Min Addl Investment	₹1000	₹100
Launch Date	02 Feb 2019	07 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	2.37	1.79
Manager	Sharmila D'mello	Dhruv Muchhal
ISIN Code	INF109KC1TU8	INF179KB1MG8
Exits Load	Nil/365	Nil/365

Scheme Name	ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	HDFC Retirement Savings Fund - Equity Plan - Growth Option
1 Month	0.93%	1.87%
6 Month	17.77%	17.97%
1 Year	43.56%	37.27%
3 Year	20.45%	23.33%
5 Year	19.9%	26.08%

Scheme Name	ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	HDFC Retirement Savings Fund - Equity Plan - Growth Option
6 Month	-	-
1 Year	21.67%	16.32%
3 Year	47.3%	44.91%
5 Year	77.61%	94.95%

Scheme Name	ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	HDFC Retirement Savings Fund - Equity Plan - Growth Option
1 Year	20.86%	26.82%
3 Year	55%	70.52%
5 Year	81.79%	100.8%

Scheme Name	ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	HDFC Retirement Savings Fund - Equity Plan - Growth Option
Standard Deviation	11.22%	10.44%
Sharp	1.27%	1.4%
Beta	0.87%	0.76%
Alpha	7.46%	4.6%

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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
Fund Manage	35	40
	ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	HDFC Retirement Savings Fund - Equity Plan - Growth Option

Scheme Name	ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	HDFC Retirement Savings Fund - Equity Plan - Growth Option
Others	17.62	7
Large Cap	43.89	58.86
Mid Cap	19.78	12.13
Small Cap	18.7	22.01

Scheme Name	ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	HDFC Retirement Savings Fund - Equity Plan - Growth Option
Others	14.57	5.09
Transport Services	3.95	3.92
Cement & Cement Products	7.25	-
Telecom - Services	4.44	2.86
Transport Infrastructure	2.68	-
Aerospace & Defense	3.82	1.42
Ferrous Metals	6.17	1.4
Retailing	4.15	-
Electrical Equipment	3.75	1.43
Capital Markets	4.7	1.16
Realty	3.31	0.83
Construction	1.96	4.04
It - Software	2.65	-
Automobiles	4.31	7.88
Industrial Products	4.35	3.48
Diversified Metals	1.48	-
Agricultural, Commercial & Construction Vehicles	1.43	-
Banks	2.4	26.41
Finance	4.54	1.69
Chemicals & Petrochemicals	3.31	-
Non - Ferrous Metals	1.25	-
Petroleum Products	3.07	4.13
Pharmaceuticals & Biotechnology	3.17	7.97
Auto Components	1.34	0.47
Gas	0.72	0.53
Fertilizers & Agrochemicals	1.5	0.91
Power	0.66	0.95
Consumer Staples	0.58	-
Insurance	0.54	3
Financial	0.49	-
Textiles & Apparels	0.38	-
Consumer Durables	0.35	3.02
Other Utilities	0.19	-
Units of Real Estate Investment Trust (REITs)	0.16	-
Healthcare Services	0.14	0.68
Leisure Services	0.13	1.21
Entertainment	0.1	0.58
IT - Software	-	6.09
Diversified FMCG	-	1.99
Beverages	-	1.61
Personal Products	-	1.16
Industrial Manufacturing	-	0.92
IT - Services	-	0.83
Agricultural Food & other Products	-	0.77
Commercial Services & Supplies	-	1.08
Paper, Forest & Jute Products	-	0.49