SBI Retirement Benefit Fund vs ICICI Prudential Retirement Fund compare
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth
Chart Comparison
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 | 3.35% | 1.99% |
6 Month | 11.55% | 6.59% |
1 Year | 5.59% | 1.27% |
3 Year | 22.76% | 16.02% |
5 Year | 21.41% | - |
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 | 9.72% | 6.67% |
1 Year | 15.35% | 7.43% |
3 Year | 21.43% | 12.62% |
5 Year | 19.37% | - |
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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