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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) | ₹902 Cr | ₹2960 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 | -1.07% | -1.5% |
| 6 Month | 14.71% | 9.56% |
| 1 Year | 6.11% | -2.34% |
| 3 Year | 19.25% | 12.88% |
| 5 Year | 20.18% | - |
SIP Return Analysis
| Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| 6 Month | 4.88% | 2.12% |
| 1 Year | 10.29% | 1.11% |
| 3 Year | 19.06% | 10.37% |
| 5 Year | 18.01% | - |
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 | 12.65% | 12.02% |
| Sharp | 1.05% | 0.66% |
| Beta | 1.33% | - |
| Alpha | 4.61% | - |
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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