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 | -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% |
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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 | 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 |
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