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 | 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 | 0.79% | 3.44% |
| 6 Month | 18.18% | 20.23% |
| 1 Year | 31.95% | 41.18% |
| 3 Year | 20.63% | 13.63% |
| 5 Year | - | - |
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 14.58% | 15.93% |
| 3 Year | 36.73% | 28.7% |
| 5 Year | 43.1% | 43.16% |
| Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Axis Retirement Fund - Dynamic Plan - Regular Growth |
|---|---|---|
| 1 Year | 18.85% | 16.68% |
| 3 Year | 20.63% | 12.22% |
| 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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| 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 | 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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