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

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	Average
Asset Size (Cr)	₹5555 Cr	₹1256 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	07 Feb 2016	02 Oct 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	1.79	2.16
Manager	Dhruv Muchhal	Rohit Shimpi
ISIN Code	INF179KB1MG8	INF200KA1S71
Exits Load	Nil/365	Nil/365

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth
1 Month	1.87%	0.94%
6 Month	17.97%	16.16%
1 Year	37.27%	27.78%
3 Year	23.33%	18.13%
5 Year	26.08%	-

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth
6 Month	-	-
1 Year	16.32%	12.67%
3 Year	44.91%	31.61%
5 Year	94.95%	36.92%

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth
1 Year	26.82%	15.71%
3 Year	70.52%	39.6%
5 Year	100.8%	41.28%

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth
Standard Deviation	10.44%	8.86%
Sharp	1.4%	1.24%
Beta	0.76%	1.26%
Alpha	4.6%	12.45%

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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
Fund Manage	40	6
	HDFC Retirement Savings Fund - Equity Plan - Growth Option	SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth
Large Cap	58.86	44.77
Others	7	20.72
Small Cap	22.01	10.54
Mid Cap	12.13	23.97

Scheme Name	HDFC Retirement Savings Fund - Equity Plan - Growth Option	SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth
Banks	26.41	-
Others	5.09	3.58
Petroleum Products	4.13	-
IT - Software	6.09	-
Telecom - Services	2.86	-
Automobiles	7.88	-
Construction	4.04	6.1
Diversified FMCG	1.99	-
Pharmaceuticals & Biotechnology	7.97	-
Beverages	1.61	-
Electrical Equipment	1.43	-
Insurance	3	2.43
Industrial Products	3.48	-
Capital Markets	1.16	-
Personal Products	1.16	-
Transport Services	3.92	-
Power	0.95	-
Industrial Manufacturing	0.92	-
Fertilizers & Agrochemicals	0.91	-
Realty	0.83	-
Aerospace & Defense	1.42	-
IT - Services	0.83	-
Ferrous Metals	1.4	-
Agricultural Food & other Products	0.77	-
Finance	1.69	-
Consumer Durables	3.02	-
Commercial Services & Supplies	1.08	-
Healthcare Services	0.68	-
Leisure Services	1.21	-
Entertainment	0.58	-
Gas	0.53	-
Paper, Forest & Jute Products	0.49	-
Auto Components	0.47	-
Sovereign	-	13.68
Financial	-	21.51
Technology	-	5.19
Automobile	-	11.11
Capital Goods	-	8.9
Materials	-	4.84
Energy	-	3.88
Metals & Mining	-	6.38
Healthcare	-	3.54
Services	-	6.04
Consumer Discretionary	-	1.94
Textiles	-	0.88