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Aditya Birla Sun Life Retirement Fund vs HDFC Retirement Savings Fund compare
HDFC Retirement Savings Fund - Equity Plan - Growth Option
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Chart Comparison
Overview
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Fund | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High Risk | Very High Risk |
| Asset Size (Cr) | ₹5897 Cr | ₹373 Cr |
| Min Investment | ₹100 | ₹1000 |
| Min SIP Invesment | ₹100 | ₹1000 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 26 Feb 2016 | 11 Mar 2019 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 14.13% | 6% |
| Expense Ratio | 1.77 | 2.41 |
| Manager | Dhruv Muchhal | Dhaval Joshi |
| ISIN Code | INF179KB1MG8 | INF209KB1H99 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| 1 Month | -2.96% | -4.5% |
| 6 Month | -9.29% | -11.28% |
| 1 Year | 5.82% | 3.92% |
| 3 Year | 18.04% | 10.62% |
| 5 Year | 21.09% | 10.24% |
SIP Return Analysis
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -6.07% | -11.23% |
| 3 Year | 16.23% | 9.75% |
| 5 Year | 20.78% | 10.58% |
Rolling Lumpsum Returns
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| 1 Year | 19.02% | 12.47% |
| 3 Year | 18.79% | 12.02% |
| 5 Year | 16.85% | 13.27% |
Risk Management
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Standard Deviation | 11.497% | 13.102% |
| Sharp | 0.968% | 0.392% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Name | Dhruv Muchhal | Dhaval Joshi |
| Total AUM | ₹520687 Cr | ₹361932 Cr |
| Fund Manage | 40 | 55 |
| HDFC Retirement Savings Fund - Equity Plan - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
Market Cap
| Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Others | 7.31 | 2.79 |
| Large Cap | 60.19 | 52.94 |
| Mid Cap | 11.01 | 19.14 |
| Small Cap | 21.49 | 25.15 |
Sector Allocation
| Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Others | 7.31 | 2.79 |
| Petroleum Products | 4.24 | 4.06 |
| Finance | 1.36 | 2.35 |
| IT - Software | 7.08 | 8.23 |
| Transport Services | 5.05 | 0.84 |
| Construction | 3.86 | 5.62 |
| Healthcare Services | 0.51 | 2.82 |
| Banks | 25.33 | 21.16 |
| Realty | 0.86 | 3.03 |
| Leisure Services | 0.93 | 0.95 |
| Pharmaceuticals & Biotechnology | 6.8 | 6.57 |
| Automobiles | 6.92 | 1.08 |
| Ferrous Metals | 1.68 | - |
| Fertilizers & Agrochemicals | 0.81 | - |
| Personal Products | 1.01 | 1.3 |
| Paper, Forest & Jute Products | 0.48 | - |
| Agricultural Food & other Products | 0.63 | - |
| Industrial Products | 2.69 | 1.08 |
| Consumer Durables | 3.68 | 6.7 |
| IT - Services | 0.55 | - |
| Diversified FMCG | 2.13 | - |
| Insurance | 2.98 | 3.7 |
| Entertainment | 0.59 | - |
| Gas | 0.65 | - |
| Aerospace & Defense | 0.62 | - |
| Industrial Manufacturing | 1.63 | - |
| Capital Markets | 1.19 | - |
| Telecom - Services | 2.97 | 3.06 |
| Electrical Equipment | 1.32 | 3.67 |
| Commercial Services & Supplies | 1.62 | - |
| Power | 0.86 | 2.31 |
| Beverages | 1.21 | - |
| Auto Components | 0.45 | 5 |
| Household Products | - | 1.68 |
| Non - Ferrous Metals | - | 1.37 |
| Retailing | - | 2.65 |
| Oil | - | 1.48 |
| Chemicals & Petrochemicals | - | 1.54 |
| Cement & Cement Products | - | 3.52 |
| Food Products | - | 1.46 |
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