Mutual Funds Blogs Videos

No results found

did not match any result. Please try again.

Clear Search BackGround
Need Help?
0

SBI Retirement Benefit Fund vs Axis Retirement Savings Fund compare

Link copied to clipboard!

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

Invest Now

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

Invest Now

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 -1.97% -1.3%
6 Month 6.47% 6.21%
1 Year -3.85% 1.71%
3 Year 14.86% 14.13%
5 Year - 15.17%

SIP Return Analysis

Scheme Name SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth Axis Retirement Fund - Dynamic Plan - Regular Growth
6 Month 4.63% 4.16%
1 Year 3.98% 4.53%
3 Year 12.47% 15.48%
5 Year - 13.43%

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%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 4.04 16.16
Large Cap 61.93 53.03
Mid Cap 18.48 17.21
Small Cap 15.54 13.61

Sector Allocation

Scheme Name

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

Axis Retirement Fund - Dynamic Plan - Regular Growth

Others 4.04 11.47
Energy 6.14 6.19
Technology 9.89 9.02
Industrials 16.34 12.24
Basic Materials 6.6 4.65
Financial Services 28.6 26.55
Consumer Cyclical 17.57 8.23
Consumer Defensive 1.23 2.98
Real Estate 1.28 2.97
Healthcare 5.44 9.37
Utilities 2.87 2.47
Communication Services - 3.85

Top Comparisons

BANDHAN Dynamic Bond Fund - Regular Plan B - Growth BANDHAN Dynamic Bond Fund - Regular Plan B - Growth

3Y Returns6.9%

VS

HSBC Dynamic Bond Fund - Regular Growth HSBC Dynamic Bond Fund - Regular Growth

3Y Returns7.24%

Compare Now

Aditya Birla Sun Life Overnight Fund-Regular Plan-Growth Aditya Birla Sun Life Overnight Fund-Regular Plan-Growth

3Y Returns6.34%

VS

PGIM India Overnight Fund - Regular Plan- Growth Option PGIM India Overnight Fund - Regular Plan- Growth Option

3Y Returns6.37%

Compare Now

SBI Flexicap Fund - REGULAR PLAN -Growth Option SBI Flexicap Fund - REGULAR PLAN -Growth Option

3Y Returns13.42%

VS

Quant Flexi Cap Fund-Growth Quant Flexi Cap Fund-Growth

3Y Returns19.88%

Compare Now

Bandhan Midcap Fund Regular - Growth Bandhan Midcap Fund Regular - Growth

3Y Returns0%

VS

Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option Nippon India Growth Mid Cap Fund-Growth Plan-Growth Option

3Y Returns26.73%

Compare Now
Add to Cart Successfully