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ICICI Prudential Retirement Fund vs SBI Retirement Benefit Fund compare

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tortoise-icon ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option

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tortoise-icon SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - 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 - 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) ₹916 Cr ₹2949 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 3.39% 2.2%
6 Month 17.63% 11.98%
1 Year 3.88% -4.99%
3 Year 19.21% 12.24%
5 Year 20.83% -

SIP Return Analysis

Scheme Name ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
6 Month 5.64% 2.41%
1 Year 17.25% 6.26%
3 Year 20.23% 10.98%
5 Year 18.5% -

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
1 Year 15.64% 15.93%
3 Year 18.2% 18.02%
5 Year 18.75% -

Risk Management

Scheme Name ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
Standard Deviation 12.69% 11.91%
Sharp 0.89% 0.50%
Beta 1.34% -
Alpha 4.64% -

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 18.9 5.67
Large Cap 29.09 61.03
Mid Cap 25.25 17.98
Small Cap 26.76 15.32

Sector Allocation

Scheme Name

ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option

SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

Others 14.83 3.41
Communication Services 7.32 -
Industrials 15.48 16.06
Basic Materials 24.72 6.89
Financial Services 16.75 29.21
Real Estate 1.93 1.22
Consumer Cyclical 10.86 18.59
Healthcare 2.52 5.51
Technology 5.39 9.36
Utilities 0.21 2.73
Energy - 5.78
Consumer Defensive - 1.24

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