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) | ₹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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