SBI Retirement Benefit Fund vs ICICI Prudential Retirement Fund compare

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ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option

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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)	₹937 Cr	₹1626 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

Scheme Name	ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth
1 Month	4.4%	3.61%
6 Month	13.58%	8.78%
1 Year	10.83%	4.49%
3 Year	20.99%	13.5%
5 Year	21.21%	-

Scheme Name	ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth
6 Month	3.83%	2.73%
1 Year	19.51%	12.14%
3 Year	20.3%	11.85%
5 Year	18.72%	-

Scheme Name	ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth
1 Year	14.85%	13.71%
3 Year	18.39%	15.47%
5 Year	19.12%	-

Scheme Name	ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth
Standard Deviation	12.58%	9.55%
Sharp	1.00%	0.65%
Beta	1.36%	1.04%
Alpha	4.23%	-0.22%

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

Scheme Name	ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth
Others	20.04	26.76
Large Cap	28.11	48.03
Mid Cap	23.91	13.61
Small Cap	27.94	11.6

Scheme Name	ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth
Others	16.48	14
Communication Services	6.43	-
Industrials	14.1	14.68
Basic Materials	24.16	7.06
Financial Services	16.24	21.32
Real Estate	1.89	7.49
Consumer Cyclical	12.16	15.21
Healthcare	2.83	4.1
Technology	5.71	8.89
Utilities	0	2.05
Energy	-	4.36
Consumer Defensive	-	0.84