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Aditya Birla Sun Life Retirement Fund vs ICICI Prudential Retirement Fund compare
ICICI Prudential Retirement Fund - Pure Equity - Growth Option
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Chart Comparison
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) | ₹1060 Cr | ₹373 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 | 2.16 | 2.41 |
| Manager | Sharmila D'mello | Dhaval Joshi |
| ISIN Code | INF109KC1TQ6 | INF209KB1H99 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| 1 Month | -5.99% | -5.19% |
| 6 Month | -10.63% | -12.5% |
| 1 Year | 3.19% | 2.8% |
| 3 Year | 20.32% | 13.22% |
| 5 Year | 23.28% | 11.25% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| 6 Month | -8.79% | -10.5% |
| 1 Year | -13.36% | -15.57% |
| 3 Year | 17.92% | 8.97% |
| 5 Year | 21.8% | 10.13% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| 1 Year | 23.43% | 12.47% |
| 3 Year | 25.69% | 12.02% |
| 5 Year | 23.19% | 13.27% |
Risk Management
| Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Standard Deviation | 13.495% | 13.102% |
| Sharp | 0.904% | 0.392% |
| Beta | - | - |
| Alpha | - | - |
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Fund Managers
| 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 |
Market Cap
| Scheme Name |
ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Others | 3.3139 | 5.80023 |
| Large Cap | 54.72048 | 51.19164 |
| Small Cap | 21.46222 | 23.06869 |
| Mid Cap | 20.50338 | 19.93943 |
Sector Allocation
| Scheme Name |
ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Others | 2.46859 | 5.80023 |
| Communication Services | 9.40872 | 3.02217 |
| Basic Materials | 25.98706 | 8.14258 |
| Industrials | 15.09456 | 12.80353 |
| Financial Services | 15.14312 | 26.98165 |
| Healthcare | 1.08922 | 8.6924 |
| Consumer Cyclical | 10.41682 | 9.18754 |
| Technology | 11.4829 | 10.40635 |
| Energy | 0.47611 | 4.82793 |
| Real Estate | 4.99083 | 3.56725 |
| Consumer Defensive | 3.39731 | 4.18216 |
| Utilities | 0.04474 | 2.3862 |
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