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SBI Retirement Benefit Fund vs ICICI Prudential Retirement Fund compare

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tortoise-icon ICICI Prudential Retirement Fund - Hybrid Aggressive - 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 ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth
Fund ICICI Prudential Retirement Fund - Hybrid Aggressive - 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) ₹1082 Cr ₹1697 Cr
Min Investment ₹5000 ₹5000
Min SIP Invesment ₹500 ₹500
Min Addl Investment ₹1000 ₹1000
Launch Date 27 Feb 2019 10 Feb 2021
Category Retirement Funds Retirement Funds
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive TRI CRISIL Hybrid 35+65 Aggressive TRI
Turn Over 54% 6%
Expense Ratio 2.31 2.1
Manager Sharmila D'mello Rohit Shimpi
ISIN Code INF109KC1TU8 INF200KA1S71
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth
1 Month -0.99% -2.25%
6 Month 4.58% 1.65%
1 Year 17.34% 8.93%
3 Year 22.01% 13.05%
5 Year 17.23% -

SIP Return Analysis

Scheme Name ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth
6 Month -1.18% -2.41%
1 Year 7.77% 1.5%
3 Year 15.28% 7.36%
5 Year 16.24% -

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth
1 Year 13.36% 12.31%
3 Year 18.76% 14.46%
5 Year 19.21% -

Risk Management

Scheme Name ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth
Standard Deviation 11.22% 8.86%
Sharp 1.18% 0.77%
Beta 1.39% 1.09%
Alpha 6.12% 0.6%

Fund Managers

Scheme Name ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth
Name Sharmila D'mello Rohit Shimpi
Total AUM ₹354743 Cr ₹15441 Cr
Funds Managed 35 6
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth

Market Cap

Scheme Name

ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option

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

Others 27.5 26.19
Large Cap 28.17 45.54
Mid Cap 22.91 17.62
Small Cap 21.43 10.65

Sector Allocation

Scheme Name

ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option

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

Others 18.77 12.65
Communication Services 2.38 -
Energy 0.97 4.81
Industrials 12.94 14.17
Basic Materials 20.34 8.79
Consumer Cyclical 13.26 16.14
Financial Services 11.38 22.1
Consumer Defensive 2.24 0.79
Healthcare 7.61 3.47
Real Estate 2.33 8.86
Technology 7.69 7.37
Utilities 0.1 0.85

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