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SBI Retirement Benefit Fund vs Aditya Birla Sun Life Retirement Fund compare
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Chart Comparison
Overview
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Fund | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹3124 Cr | ₹427 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 10 Feb 2021 | 11 Mar 2019 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 6% | 6% |
| Expense Ratio | 1.95 | 2.41 |
| Manager | Rohit Shimpi | Dhaval Joshi |
| ISIN Code | INF200KA1S30 | INF209KB1H99 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| 1 Month | 0.42% | 1.44% |
| 6 Month | 3.27% | 7.29% |
| 1 Year | 4.77% | 10.69% |
| 3 Year | 13.2% | 15.32% |
| 5 Year | - | 13.57% |
SIP Return Analysis
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| 6 Month | 1.81% | 3.05% |
| 1 Year | 10.53% | 18.81% |
| 3 Year | 10.84% | 15.74% |
| 5 Year | - | 13.73% |
Rolling Lumpsum Returns
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| 1 Year | 15.06% | 9.92% |
| 3 Year | 17.34% | 12.44% |
| 5 Year | - | 14.4% |
Risk Management
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Standard Deviation | 11.73% | 13.19% |
| Sharp | 0.58% | 0.64% |
| Beta | - | 0.95% |
| Alpha | - | -0.76% |
Fund Managers
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Name | Rohit Shimpi | Dhaval Joshi |
| Total AUM | ₹15441 Cr | ₹361932 Cr |
| Funds Managed | 6 | 55 |
| SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
Market Cap
| Scheme Name |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Others | 8.14 | 9.62 |
| Large Cap | 58.97 | 43.13 |
| Mid Cap | 20.09 | 20.24 |
| Small Cap | 12.8 | 27 |
Sector Allocation
| Scheme Name |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Others | 3.17 | 4.25 |
| Energy | 5.86 | 2.03 |
| Technology | 9.37 | 10.75 |
| Industrials | 14.92 | 14.68 |
| Basic Materials | 9.74 | 9.75 |
| Consumer Cyclical | 18.97 | 12.65 |
| Financial Services | 26.87 | 25.26 |
| Real Estate | 3.43 | 2.88 |
| Consumer Defensive | 0.92 | 7.13 |
| Healthcare | 4.19 | 7.5 |
| Utilities | 2.58 | 3.12 |
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