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SBI Retirement Benefit Fund vs Axis Retirement Savings Fund compare

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

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tortoise-icon Axis Retirement Fund - Dynamic Plan - Regular Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth Axis Retirement Fund - Dynamic Plan - Regular Growth
Fund SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth Axis Retirement Fund - Dynamic Plan - Regular Growth
Investment Plan Growth Growth
Level of Risk Very High Average
Asset Size (Cr) ₹3007 Cr ₹334 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹1000 ₹1000
Launch Date 10 Feb 2021 20 Dec 2019
Category Retirement Funds Retirement Funds
Fund Type Open Ended Open Ended
Benchmark BSE 500 BSE India Bond Index
Turn Over 6% 32.33%
Expense Ratio 1.95 2.42
Manager Rohit Shimpi Vinayak Jayanath
ISIN Code INF200KA1S30 INF846K01T44
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth Axis Retirement Fund - Dynamic Plan - Regular Growth
1 Month 2.16% 1.69%
6 Month 7.03% 4.43%
1 Year -0.99% 4.05%
3 Year 17.6% 16.4%
5 Year - 15.28%

SIP Return Analysis

Scheme Name SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth Axis Retirement Fund - Dynamic Plan - Regular Growth
6 Month 7.55% 5.82%
1 Year 7.06% 5.66%
3 Year 13.31% 15.67%
5 Year - 13.51%

Rolling Lumpsum Returns

Scheme Name SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth Axis Retirement Fund - Dynamic Plan - Regular Growth
1 Year 16.74% 16.39%
3 Year 18.44% 12.09%
5 Year - 14.36%

Risk Management

Scheme Name SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth Axis Retirement Fund - Dynamic Plan - Regular Growth
Standard Deviation 12.75% 12.36%
Sharp 0.94% 0.89%
Beta - 1.24%
Alpha - -0.58%

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Fund Managers

Scheme Name SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth Axis Retirement Fund - Dynamic Plan - Regular Growth
Name Rohit Shimpi Vinayak Jayanath
Total AUM ₹15441 Cr ₹0 Cr
Funds Managed 6 18
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth Axis Retirement Fund - Dynamic Plan - Regular Growth

Market Cap

Scheme Name

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

Axis Retirement Fund - Dynamic Plan - Regular Growth

Others 2.21 14.09
Large Cap 63.2 55.8
Mid Cap 18.95 16.53
Small Cap 15.64 13.58

Sector Allocation

Scheme Name

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

Axis Retirement Fund - Dynamic Plan - Regular Growth

Others 2.21 12.56
Energy 6.04 6.56
Technology 10.09 8.75
Industrials 16.65 11.65
Basic Materials 6.32 4.52
Financial Services 30.2 27.03
Consumer Cyclical 18.45 7.54
Consumer Defensive 1.27 3.33
Real Estate 1.27 2.91
Healthcare 5.83 9.1
Utilities 1.65 2.43
Communication Services - 3.61

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