- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Wealth with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
SBI Retirement Benefit Fund vs Axis Retirement Savings Fund compare
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
Axis Retirement Fund - Dynamic Plan - Regular Growth
Chart Comparison
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) | ₹3157 Cr | ₹312 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 | 0.43% | -1.34% |
| 6 Month | 2.69% | 1.17% |
| 1 Year | 0.23% | -1.59% |
| 3 Year | 12.74% | 13.86% |
| 5 Year | - | 11.67% |
SIP Return Analysis
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 6 Month | 2.17% | 0.58% |
| 1 Year | 12.52% | 8.03% |
| 3 Year | 10.65% | 12.51% |
| 5 Year | - | 11.54% |
Rolling Lumpsum Returns
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Year | 15.06% | 12.03% |
| 3 Year | 17.34% | 12.4% |
| 5 Year | - | 14.61% |
Risk Management
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Standard Deviation | 11.73% | 11.46% |
| Sharp | 0.54% | 0.64% |
| Beta | - | 1.26% |
| Alpha | - | 0.20% |
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 | 8.14 | 15.99 |
| Large Cap | 58.97 | 56.93 |
| Mid Cap | 20.09 | 15.33 |
| Small Cap | 12.8 | 11.75 |
Sector Allocation
| Scheme Name |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 3.17 | 12.93 |
| Energy | 5.86 | 6.28 |
| Technology | 9.37 | 10.07 |
| Industrials | 14.92 | 11.9 |
| Basic Materials | 9.74 | 4.99 |
| Consumer Cyclical | 18.97 | 8.19 |
| Financial Services | 26.87 | 25.1 |
| Real Estate | 3.43 | 2.13 |
| Consumer Defensive | 0.92 | 3.88 |
| Healthcare | 4.19 | 9.75 |
| Utilities | 2.58 | 1.89 |
| Communication Services | - | 2.89 |
Top Comparisons
SBI Equity Hybrid Fund - Regular Plan -Growth
3Y Returns13.72%
Quant Aggressive Hybrid Fund-Growth
3Y Returns10.93%
UTI MMF - Regular Plan - Growth Option
3Y Returns7.56%
HSBC Money Market Fund - Regular Growth
3Y Returns7.23%
Kotak Aggressive Hybrid Fund - Growth
3Y Returns14.27%
INVESCO INDIA AGGRESSIVE HYBRID FUND - Regular Plan - Growth
3Y Returns15.15%
Sundaram Services Fund Regular Plan - Growth
3Y Returns17.56%
Quant Quantamental Fund Regular - Growth
3Y Returns18.73%
