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ICICI Prudential Retirement Fund vs SBI Retirement Benefit Fund compare
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| Fund | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹831 Cr | ₹2894 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 27 Feb 2019 | 10 Feb 2021 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive TRI | BSE 500 |
| Turn Over | 54% | 6% |
| Expense Ratio | 2.31 | 1.95 |
| Manager | Sharmila D'mello | Rohit Shimpi |
| ISIN Code | INF109KC1TU8 | INF200KA1S30 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| 1 Month | 6.17% | 3.04% |
| 6 Month | 8.35% | 5.06% |
| 1 Year | 8.48% | 0.7% |
| 3 Year | 23.99% | 19.25% |
| 5 Year | 22.71% | - |
SIP Return Analysis
| Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| 6 Month | 12.76% | 9.45% |
| 1 Year | 18.81% | 9.2% |
| 3 Year | 23.31% | 14.91% |
| 5 Year | 20.48% | - |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.42% | 16.74% |
| 3 Year | 17.9% | 18.44% |
| 5 Year | 18.29% | - |
Risk Management
| Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.79% | 13.05% |
| Sharp | 0.99% | 0.75% |
| Beta | 1.24% | - |
| Alpha | 3.13% | - |
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Fund Managers
| Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| Name | Sharmila D'mello | Rohit Shimpi |
| Total AUM | ₹354743 Cr | ₹15441 Cr |
| Funds Managed | 35 | 6 |
| ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
Market Cap
| Scheme Name |
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| Others | 16.35 | 0.83 |
| Large Cap | 46.17 | 64.72 |
| Small Cap | 18.29 | 14.77 |
| Mid Cap | 19.19 | 19.68 |
Sector Allocation
| Scheme Name |
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| Others | 15.77 | 0.83 |
| Communication Services | 9.66 | - |
| Basic Materials | 20.02 | 5.62 |
| Energy | 0.8 | 5.83 |
| Industrials | 14.28 | 18.99 |
| Financial Services | 11.46 | 28.61 |
| Real Estate | 3.8 | 1.28 |
| Consumer Cyclical | 9.6 | 18.32 |
| Healthcare | 0.67 | 4.39 |
| Technology | 12.72 | 13.13 |
| Consumer Defensive | 1.24 | 1.14 |
| Utilities | - | 1.86 |
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