Aditya Birla Sun Life Retirement Fund vs SBI Retirement Benefit Fund compare
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
Invest NowAditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Invest NowChart 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 | -5.52% | -6.01% |
6 Month | 3.61% | 7.4% |
1 Year | 20.26% | 25.66% |
3 Year | 13.74% | 10.68% |
5 Year | - | 12.69% |
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 | 15.78% | 20.35% |
3 Year | 19.79% | 19.62% |
5 Year | - | 16.42% |
Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
1 Year | 19.22% | 11.96% |
3 Year | 20.63% | 11.95% |
5 Year | - | 13.54% |
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% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts GuidanceScheme 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 |
Top Comparisons
Tata Focused Equity Fund-Regular Plan-Growth
3Y Returns14.5%
DSP Focus Fund - Regular Plan - Growth
3Y Returns13.94%
BANDHAN Balanced Advantage Fund Regular Plan Growth
3Y Returns7.86%
HSBC Balanced Advantage Fund - Regular Growth
3Y Returns10.21%
Motilal Oswal Flexi Cap Fund Regular Plan-Growth Option
3Y Returns18.6%
Quant Flexi Cap Fund-Growth
3Y Returns16.35%
PGIM India Arbitrage Fund - Regular Plan - Growth
3Y Returns5.73%
UTI Arbitrage Fund - Regular Plan - Growth Option
3Y Returns6.16%