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) | ₹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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