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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) ₹903 Cr ₹1616 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 -1.26% -1.7%
6 Month 10.93% 6.06%
1 Year 4.06% -1.6%
3 Year 21.1% 13.68%
5 Year 20.68% -

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 8.43% 4.49%
1 Year 14.97% 5.29%
3 Year 21.4% 12.04%
5 Year 19.46% -

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 16.42% 14.68%
3 Year 17.9% 16.26%
5 Year 18.29% -

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% 10.30%
Sharp 1.27% 0.97%
Beta 1.25% 1.05%
Alpha 4.31% 0.14%

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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
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 18.86 21.36
Large Cap 33.55 49.39
Mid Cap 23.57 15.88
Small Cap 24.02 13.37

Sector Allocation

Scheme Name

ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option

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

Others 14.54 15.39
Communication Services 7.8 -
Basic Materials 23.63 5.54
Energy 0 4.83
Industrials 15.56 13.77
Financial Services 15.66 22.58
Real Estate 2.99 7.03
Consumer Cyclical 13.33 14.74
Healthcare 0.58 4.69
Technology 5.72 8
Utilities 0.19 2.32
Consumer Defensive 0 1.1

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