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SBI Retirement Benefit Fund vs HDFC Retirement Savings Fund compare

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tortoise-icon HDFC Retirement Savings Fund - Equity Plan - Growth Option

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

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹5897 Cr ₹1480 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 3.36% 1.59%
6 Month -2.06% -3.8%
1 Year 7.59% 4.59%
3 Year 18.96% 13.3%
5 Year 27.8% -

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 1.95% -
1 Year -1.27% -5.65%
3 Year 17.76% 10.79%
5 Year 20.78% -

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 19.02% 16.39%
3 Year 18.79% 17.59%
5 Year 16.85% -

Risk Management

Scheme Name HDFC Retirement Savings Fund - Equity Plan - Growth Option SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth
Standard Deviation 11.88% 10.043%
Sharp 0.874% 0.578%
Beta - -
Alpha - -

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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 12.24 20.57
Large Cap 58.58 50.53
Mid Cap 8.29 16.45
Small Cap 20.89 12.45

Sector Allocation

Scheme Name

HDFC Retirement Savings Fund - Equity Plan - Growth Option

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

Others 12.17 18.54
Energy 4.28 4.45
Financial Services 30.8 22.18
Technology 8.97 10.33
Industrials 14.32 15.62
Healthcare 5.36 3.83
Consumer Cyclical 10.1 14.94
Basic Materials 4.29 4.61
Consumer Defensive 4.55 0.99
Communication Services 3.45 -
Utilities 1.7 1.45
Real Estate - 3.06

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