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SBI Retirement Benefit Fund vs HDFC Retirement Savings Fund compare
HDFC Retirement Savings Fund - Equity Plan - Growth Option
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
|---|---|---|
| Fund | HDFC Retirement Savings Fund - Equity Plan - Growth Option | SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹6693 Cr | ₹1626 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 26 Feb 2016 | 10 Feb 2021 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | CRISIL Hybrid 35+65 Aggressive TRI |
| Turn Over | 14.13% | 6% |
| Expense Ratio | 1.77 | 2.1 |
| Manager | Dhruv Muchhal | Rohit Shimpi |
| ISIN Code | INF179KB1MG8 | INF200KA1S71 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
|---|---|---|
| 1 Month | 1.57% | 1.48% |
| 6 Month | 5.56% | 7.76% |
| 1 Year | 3.45% | 3.53% |
| 3 Year | 19.48% | 13.41% |
| 5 Year | 24.03% | - |
SIP Return Analysis
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
|---|---|---|
| 6 Month | 2.06% | 2.73% |
| 1 Year | 11.15% | 12.14% |
| 3 Year | 15.31% | 11.85% |
| 5 Year | 17.89% | - |
Rolling Lumpsum Returns
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
|---|---|---|
| 1 Year | 16.78% | 13.71% |
| 3 Year | 18.95% | 15.47% |
| 5 Year | 17.34% | - |
Risk Management
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 10.93% | 9.55% |
| Sharp | 1.04% | 0.65% |
| Beta | 0.81% | 1.04% |
| Alpha | 3.58% | -0.22% |
Fund Managers
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
|---|---|---|
| Name | Dhruv Muchhal | Rohit Shimpi |
| Total AUM | ₹520687 Cr | ₹15441 Cr |
| Funds Managed | 40 | 6 |
| HDFC Retirement Savings Fund - Equity Plan - Growth Option | SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
Market Cap
| Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
|---|---|---|
| Others | 7.76 | 26.76 |
| Large Cap | 62.28 | 48.03 |
| Mid Cap | 10.13 | 13.61 |
| Small Cap | 19.83 | 11.6 |
Sector Allocation
| Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
|---|---|---|
| Others | 6.94 | 14 |
| Energy | 5.27 | 4.36 |
| Financial Services | 31.13 | 21.32 |
| Technology | 8.65 | 8.89 |
| Industrials | 14.22 | 14.68 |
| Real Estate | 1.16 | 7.49 |
| Healthcare | 7.96 | 4.1 |
| Consumer Cyclical | 9.8 | 15.21 |
| Basic Materials | 5.19 | 7.06 |
| Consumer Defensive | 3.79 | 0.84 |
| Communication Services | 3.53 | - |
| Utilities | 2.37 | 2.05 |
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