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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 | -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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