Aditya Birla Sun Life Retirement Fund vs ICICI Prudential Retirement Fund compare

ICICI Prudential Retirement Fund - Pure Equity - Growth Option

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Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth

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Overview

Scheme Name	ICICI Prudential Retirement Fund - Pure Equity - Growth Option	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Fund	ICICI Prudential Retirement Fund - Pure Equity - Growth Option	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Moderate	Very High
Asset Size (Cr)	₹1017 Cr	₹402 Cr
Min Investment	₹5000	₹1000
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	27 Feb 2019	11 Mar 2019
Category	Retirement Funds	Retirement Funds
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY 500 TRI	NIFTY 500 TRI
Turn Over	67%	6%
Expense Ratio	2.15	2.41
Manager	Sharmila D'mello	Dhaval Joshi
ISIN Code	INF109KC1TQ6	INF209KB1H99
Exits Load	Data not available./365	Data not available./365

Scheme Name	ICICI Prudential Retirement Fund - Pure Equity - Growth Option	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
1 Month	-3.57%	-6.84%
6 Month	-3.34%	-6.62%
1 Year	14.15%	10.15%
3 Year	18.65%	10.95%
5 Year	22.63%	11.37%

Scheme Name	ICICI Prudential Retirement Fund - Pure Equity - Growth Option	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
6 Month	-	-
1 Year	6.64%	7.86%
3 Year	25.64%	17.49%
5 Year	26.82%	15.35%

Scheme Name	ICICI Prudential Retirement Fund - Pure Equity - Growth Option	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
1 Year	23.24%	11.96%
3 Year	26.35%	11.95%
5 Year	23.37%	13.54%

Scheme Name	ICICI Prudential Retirement Fund - Pure Equity - Growth Option	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Standard Deviation	13.47%	11.61%
Sharp	1.53%	0.68%
Beta	0.79%	0.85%
Alpha	9.75%	-3.34%

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Scheme Name	ICICI Prudential Retirement Fund - Pure Equity - Growth Option	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Name	Sharmila D'mello	Dhaval Joshi
Total AUM	₹354743 Cr	₹361932 Cr
Fund Manage	35	55
	ICICI Prudential Retirement Fund - Pure Equity - Growth Option	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth

Scheme Name	ICICI Prudential Retirement Fund - Pure Equity - Growth Option	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Others	2.67	2.79
Large Cap	57.32	52.94
Mid Cap	18.13	19.14
Small Cap	21.9	25.15

Scheme Name	ICICI Prudential Retirement Fund - Pure Equity - Growth Option	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Others	2.67	2.79
Cement & Cement Products	7.41	3.52
Telecom - Services	5.88	3.06
Fertilizers & Agrochemicals	3.5	-
Realty	5.43	3.03
Electrical Equipment	1.39	3.67
Construction	2.37	5.62
Ferrous Metals	5.69	-
Capital Markets	6.19	-
Non - Ferrous Metals	2.04	1.37
Pharmaceuticals & Biotechnology	1.22	6.57
Chemicals & Petrochemicals	3.64	1.54
Automobiles	5.53	1.08
IT - Software	11.51	8.23
Petroleum Products	0.98	4.06
Finance	6.12	2.35
Consumer Durables	2.39	6.7
Diversified Metals	1.67	-
Industrial Products	4	1.08
Food Products	2.07	1.46
Banks	0.83	21.16
Entertainment	0.08	-
Agricultural, Commercial & Construction Vehicles	2	-
Auto Components	1.51	5
Transport Services	5.25	0.84
Retailing	3.77	2.65
Insurance	0.41	3.7
Transport Infrastructure	2.34	-
Power	0.05	2.31
Textiles & Apparels	0.4	-
Beverages	1.32	-
Commercial Services & Supplies	0.36	-
Household Products	-	1.68
Healthcare Services	-	2.82
Personal Products	-	1.3
Oil	-	1.48
Leisure Services	-	0.95