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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 | Very High |
| 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 | 6.6% | 6.9% |
| 6 Month | -5.87% | -9.23% |
| 1 Year | 8.92% | 6.84% |
| 3 Year | 17.64% | 11.45% |
| 5 Year | 28.48% | 15.98% |
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 | 0.78% | -1.18% |
| 1 Year | -2.14% | -6.5% |
| 3 Year | 17.28% | 12.14% |
| 5 Year | 20.63% | 11.75% |
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 | 11.88% | 13.102% |
| Sharp | 0.874% | 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 |
| Funds Managed | 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 | 12.24 | 5.8 |
| Large Cap | 58.58 | 51.19 |
| Mid Cap | 8.29 | 19.94 |
| Small Cap | 20.89 | 23.07 |
Sector Allocation
| Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Others | 12.17 | 5.8 |
| Energy | 4.28 | 4.83 |
| Financial Services | 30.8 | 26.98 |
| Technology | 8.97 | 10.41 |
| Industrials | 14.32 | 12.8 |
| Healthcare | 5.36 | 8.69 |
| Consumer Cyclical | 10.1 | 9.19 |
| Basic Materials | 4.29 | 8.14 |
| Consumer Defensive | 4.55 | 4.18 |
| Communication Services | 3.45 | 3.02 |
| Utilities | 1.7 | 2.39 |
| Real Estate | - | 3.57 |
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