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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) ₹1041 Cr ₹1695 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 -1.11% 0.82%
6 Month 5.67% 4.22%
1 Year 6.38% 3.25%
3 Year 19.65% 12.59%
5 Year 18.2% -

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 1.99% 2.93%
1 Year 18.2% 14.24%
3 Year 18.41% 11.28%
5 Year 17.57% -

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 13.66% 13.71%
3 Year 18.61% 15.47%
5 Year 19.45% -

Risk Management

Scheme Name ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth
Standard Deviation 12.61% 9.54%
Sharp 1.01% 0.62%
Beta 1.38% 1.05%
Alpha 4.85% -0.06%

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 23.96 25.19
Large Cap 27.86 46.9
Mid Cap 21.54 16.97
Small Cap 26.63 10.95

Sector Allocation

Scheme Name

ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option

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

Others 18.64 12.94
Communication Services 5.46 -
Industrials 14.15 14.43
Basic Materials 21.6 8.11
Financial Services 14.48 20.97
Consumer Cyclical 12.33 15.64
Consumer Defensive 0.97 0.82
Healthcare 3.94 3.61
Real Estate 1.65 9.18
Technology 6.66 7.61
Utilities 0.11 2.08
Energy - 4.6

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