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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) | ₹6969 Cr | ₹1679 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 | 0.48% | 1.06% |
| 6 Month | 1.57% | 3.07% |
| 1 Year | 1.15% | 2.18% |
| 3 Year | 17.02% | 12.12% |
| 5 Year | 21.18% | - |
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 | 2.48% | 3.36% |
| 1 Year | 12.2% | 14.51% |
| 3 Year | 13.89% | 11.37% |
| 5 Year | 16.67% | - |
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 | 14.7% | 13.71% |
| 3 Year | 18.93% | 15.47% |
| 5 Year | 17.74% | - |
Risk Management
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 10.44% | 9.54% |
| Sharp | 1.04% | 0.62% |
| Beta | 0.81% | 1.05% |
| Alpha | 3.25% | -0.06% |
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 | 7.04 | 25.19 |
| Large Cap | 62.76 | 46.9 |
| Mid Cap | 9.9 | 16.97 |
| Small Cap | 20.3 | 10.95 |
Sector Allocation
| Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth |
|---|---|---|
| Others | 6.24 | 12.94 |
| Energy | 5.5 | 4.6 |
| Financial Services | 30.81 | 20.97 |
| Technology | 9.02 | 7.61 |
| Industrials | 14.14 | 14.43 |
| Real Estate | 1.18 | 9.18 |
| Healthcare | 7.98 | 3.61 |
| Consumer Cyclical | 9.66 | 15.64 |
| Basic Materials | 5.67 | 8.11 |
| Consumer Defensive | 3.77 | 0.82 |
| Communication Services | 3.72 | - |
| Utilities | 2.32 | 2.08 |
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