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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) ₹691 Cr ₹1517 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 2.27 2.11
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 -2.46% -2.44%
6 Month -5.27% -6.53%
1 Year 10.04% 6.55%
3 Year 15.34% 11.55%
5 Year 16.38% -

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 Year 2.13% -0.83%
3 Year 20.22% 12.5%
5 Year 19.34% -

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 17.49% 16.39%
3 Year 18.1% 17.59%
5 Year 18.12% -

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 1.27% 1.24%
Beta 0.87% 1.26%
Alpha 7.46% 12.45%

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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
Fund Manage 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 15.97 20.72
Large Cap 47.73 44.77
Mid Cap 18.07 23.97
Small Cap 18.21 10.54

Sector Allocation

Scheme Name

ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option

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

Others 15.84 3.58
Telecom - Services 6.21 -
Fertilizers & Agrochemicals 3.37 -
Realty 4.04 -
Petroleum Products 1.09 -
Electrical Equipment 0.5 -
Construction 1.51 6.1
Ferrous Metals 4.57 -
Capital Markets 3.06 -
Non - Ferrous Metals 3 -
Automobiles 5.35 -
Aerospace & Defense 0.84 -
Pharmaceuticals & Biotechnology 0.77 -
IT - Software 12.55 -
Cement & Cement Products 4.88 -
Finance 5.41 -
Consumer Durables 1.89 -
Diversified Metals 1.19 -
Industrial Products 4.35 -
Food Products 1.15 -
Banks 0.73 -
Entertainment 0.06 -
Agricultural, Commercial & Construction Vehicles 1.04 -
Chemicals & Petrochemicals 2.1 -
Auto Components 1.82 -
Transport Services 4.19 -
Retailing 4.02 -
Transport Infrastructure 2.53 -
Textiles & Apparels 0.29 -
Commercial Services & Supplies 1.63 -
Sovereign - 13.68
Energy - 3.88
Technology - 5.19
Financial - 21.51
Metals & Mining - 6.38
Services - 6.04
Automobile - 11.11
Capital Goods - 8.9
Materials - 4.84
Healthcare - 3.54
Textiles - 0.88
Insurance - 2.43
Consumer Discretionary - 1.94

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