Axis Retirement Savings Fund vs SBI Retirement Benefit Fund compare
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
Invest NowAxis Retirement Fund - Dynamic Plan - Regular Growth
Invest NowChart 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 | Average |
Asset Size (Cr) | ₹2619 Cr | ₹367 Cr |
Min Investment | ₹5000 | ₹5000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 05 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 | 2.38 |
Manager | Rohit Shimpi | Vinayak Jayanath |
ISIN Code | INF200KA1S30 | INF846K01T44 |
Exits Load | Nil/365 | Nil/365 |
Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
---|---|---|
1 Month | -5.52% | -4.06% |
6 Month | 3.61% | 10.19% |
1 Year | 20.26% | 30.65% |
3 Year | 13.74% | 9.63% |
5 Year | - | - |
Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
---|---|---|
6 Month | - | - |
1 Year | 15.78% | 24.34% |
3 Year | 19.79% | 20.26% |
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% | 0.69% |
Beta | 0.77% | 1.9% |
Alpha | 4.63% | 9.5% |
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Get Free Experts GuidanceScheme 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 | 15.12 |
Large Cap | 56.86 | 50.13 |
Mid Cap | 26.72 | 18.11 |
Small Cap | 11.32 | 16.62 |
Scheme Name |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
Axis Retirement Fund - Dynamic Plan - Regular Growth |
---|---|---|
Others | 1.56 | 1.88 |
Sovereign | 3.32 | 9.94 |
Energy | 5.42 | 9.69 |
Technology | 6.13 | 6.24 |
Construction | 4.5 | 5.86 |
Financial | 26.13 | 19.71 |
Metals & Mining | 7.18 | 0.4 |
Services | 6.79 | 6.78 |
Automobile | 13.1 | 9.55 |
Capital Goods | 9.98 | 6.17 |
Materials | 6.35 | 0.92 |
Healthcare | 4.22 | 9.12 |
Textiles | 1.17 | 0.56 |
Insurance | 2.52 | 1.89 |
Consumer Discretionary | 1.63 | 1.96 |
Consumer Staples | - | 2.95 |
Chemicals | - | 3.56 |
Diversified | - | 1.3 |
Communication | - | 1.5 |
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