Axis Retirement Savings Fund vs SBI Retirement Benefit Fund compare
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
Axis Retirement Fund - Dynamic Plan - Regular Growth
Chart Comparison
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Fund | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹2715 Cr | ₹385 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 10 Feb 2021 | 20 Dec 2019 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | BSE 500 | BSE India Bond Index |
| Turn Over | 6% | 32.33% |
| Expense Ratio | 1.94 | 2.41 |
| Manager | Rohit Shimpi | Vinayak Jayanath |
| ISIN Code | INF200KA1S30 | INF846K01T44 |
| Exits Load | Data not available./365 | Data not available./365 |
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Month | -3.84% | -3.83% |
| 6 Month | -7.04% | -0.11% |
| 1 Year | 7.11% | 18.23% |
| 3 Year | 12.52% | 10.13% |
| 5 Year | - | 13.36% |
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -1.65% | 9.57% |
| 3 Year | 14.16% | 17.55% |
| 5 Year | - | - |
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Year | 19.22% | 16.86% |
| 3 Year | 20.63% | 12.2% |
| 5 Year | - | - |
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Standard Deviation | 10.86% | 11.27% |
| Sharp | 1.24% | 0.4% |
| Beta | 0.77% | 1.81% |
| Alpha | 4.63% | 7.3% |
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| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Name | Rohit Shimpi | Vinayak Jayanath |
| Total AUM | ₹15441 Cr | ₹0 Cr |
| Fund Manage | 6 | 18 |
| SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
| Scheme Name |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 5.1 | 13.2 |
| Large Cap | 56.86 | 50.42 |
| Mid Cap | 26.72 | 19.41 |
| Small Cap | 11.32 | 16.99 |
| Scheme Name |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| Others | 1.56 | 13.2 |
| Sovereign | 3.32 | - |
| Energy | 5.42 | - |
| Technology | 6.13 | - |
| Construction | 4.5 | 2.09 |
| Financial | 26.13 | - |
| Metals & Mining | 7.18 | - |
| Services | 6.79 | - |
| Automobile | 13.1 | - |
| Capital Goods | 9.98 | - |
| Materials | 6.35 | - |
| Healthcare | 4.22 | - |
| Textiles | 1.17 | - |
| Insurance | 2.52 | 2.65 |
| Consumer Discretionary | 1.63 | - |
| Petroleum Products | - | 4.61 |
| IT - Software | - | 6.97 |
| Pharmaceuticals & Biotechnology | - | 5.12 |
| Finance | - | 7.4 |
| Banks | - | 13.76 |
| Diversified FMCG | - | 0.71 |
| Non - Ferrous Metals | - | 0.36 |
| Electrical Equipment | - | 3.16 |
| Healthcare Services | - | 4.87 |
| Auto Components | - | 3.56 |
| Automobiles | - | 3 |
| Aerospace & Defense | - | 1.17 |
| Retailing | - | 4.65 |
| Beverages | - | 0.82 |
| Realty | - | 3.17 |
| Oil | - | 0.74 |
| Consumer Durables | - | 1.83 |
| Food Products | - | 0.32 |
| Power | - | 4.25 |
| Chemicals & Petrochemicals | - | 2.18 |
| Telecom - Services | - | 1.69 |
| Consumable Fuels | - | 0.76 |
| Capital Markets | - | 0.19 |
| Fertilizers & Agrochemicals | - | 0.87 |
| Industrial Manufacturing | - | 2.44 |
| Household Products | - | 0.66 |
| Commercial Services & Supplies | - | 0.59 |
| Industrial Products | - | 0.55 |
| Leisure Services | - | 0.51 |
| Cement & Cement Products | - | 0.64 |
| Textiles & Apparels | - | 0.53 |
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