SBI Retirement Benefit Fund vs Axis Retirement Savings Fund compare

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

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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

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%

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%

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%

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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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

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

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