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)	₹902 Cr	₹1597 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	3.39%	2.17%
6 Month	17.63%	11.14%
1 Year	3.88%	-2.4%
3 Year	19.21%	11.71%
5 Year	20.83%	-

Scheme Name	ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth
6 Month	5.64%	2.76%
1 Year	17.25%	7.55%
3 Year	20.23%	10.97%
5 Year	18.5%	-

Scheme Name	ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth
1 Year	15.64%	14.27%
3 Year	18.2%	16.05%
5 Year	18.75%	-

Scheme Name	ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth
Standard Deviation	12.69%	9.65%
Sharp	0.89%	0.54%
Beta	1.34%	1.02%
Alpha	4.63%	0.17%

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	18.9	23.37
Large Cap	29.09	48.3
Mid Cap	25.25	15.18
Small Cap	26.76	13.15

Scheme Name	ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Regular Plan - Growth
Others	14.83	13.49
Communication Services	7.32	-
Industrials	15.48	15.36
Basic Materials	24.72	5.76
Financial Services	16.75	22.76
Real Estate	1.93	7.22
Consumer Cyclical	10.86	15.31
Healthcare	2.52	4.73
Technology	5.39	7.56
Utilities	0.21	2.2
Energy	-	4.53
Consumer Defensive	-	1.1