Aditya Birla Sun Life Retirement Fund vs SBI Retirement Benefit Fund compare
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Chart Comparison
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Fund | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | 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) | ₹2619 Cr | ₹388 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 05 Feb 2021 | 10 Mar 2019 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | NIFTY 500 TRI |
| Turn Over | 6% | 6% |
| Expense Ratio | 1.94 | 2.39 |
| Manager | Rohit Shimpi | Dhaval Joshi |
| ISIN Code | INF200KA1S30 | INF209KB1H99 |
| Exits Load | Nil/365 | Nil/365 |
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| 1 Month | 0.79% | 2.13% |
| 6 Month | 18.18% | 19.73% |
| 1 Year | 31.95% | 33.16% |
| 3 Year | 20.63% | 14.81% |
| 5 Year | - | 16.15% |
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 14.58% | 14.53% |
| 3 Year | 36.73% | 30.51% |
| 5 Year | 43.1% | 48.36% |
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| 1 Year | 18.85% | 11.81% |
| 3 Year | 20.63% | 11.94% |
| 5 Year | - | 13.5% |
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Standard Deviation | 10.86% | 11.61% |
| Sharp | 1.24% | 0.68% |
| Beta | 0.77% | 0.85% |
| Alpha | 4.63% | -3.34% |
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| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Name | Rohit Shimpi | Dhaval Joshi |
| Total AUM | ₹15441 Cr | ₹361932 Cr |
| Fund Manage | 6 | 55 |
| SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
| Scheme Name |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Others | 5.1 | 7.37 |
| Large Cap | 56.86 | 59.87 |
| Mid Cap | 26.72 | 13.36 |
| Small Cap | 11.32 | 19.39 |
| Scheme Name |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Others | 1.56 | 4.23 |
| Sovereign | 3.32 | 0.34 |
| Energy | 5.42 | 9.78 |
| Technology | 6.13 | 5.3 |
| Construction | 4.5 | 7.28 |
| Financial | 26.13 | 28.38 |
| Metals & Mining | 7.18 | 2.89 |
| Services | 6.79 | 5.96 |
| Automobile | 13.1 | 4.68 |
| Capital Goods | 9.98 | 7.25 |
| Materials | 6.35 | 4.86 |
| Healthcare | 4.22 | 7.59 |
| Textiles | 1.17 | - |
| Insurance | 2.52 | 1.39 |
| Consumer Discretionary | 1.63 | 2.82 |
| Consumer Staples | - | 4.44 |
| Communication | - | 2.8 |
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