HDFC Retirement Savings Fund vs Aditya Birla Sun Life Retirement Fund compare

Link copied to clipboard!

tortoise-icon HDFC Retirement Savings Fund - Equity Plan - Growth Option

Invest Now

tortoise-icon Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name HDFC Retirement Savings Fund - Equity Plan - Growth Option Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Fund HDFC Retirement Savings Fund - Equity Plan - Growth Option 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) ₹5555 Cr ₹388 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 07 Feb 2016 10 Mar 2019
Category Retirement Funds Retirement Funds
Fund Type Open Ended Open Ended
Benchmark NIFTY 500 TRI NIFTY 500 TRI
Turn Over 14.13% 6%
Expense Ratio 1.79 2.39
Manager Dhruv Muchhal Dhaval Joshi
ISIN Code INF179KB1MG8 INF209KB1H99
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name HDFC Retirement Savings Fund - Equity Plan - Growth Option Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
1 Month 1.87% 2.13%
6 Month 17.97% 19.73%
1 Year 37.27% 33.16%
3 Year 23.33% 14.81%
5 Year 26.08% 16.15%

SIP Return Analysis

Scheme Name HDFC Retirement Savings Fund - Equity Plan - Growth Option Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
6 Month - -
1 Year 16.32% 14.53%
3 Year 44.91% 30.51%
5 Year 94.95% 48.36%

Rolling Lumpsum Returns

Scheme Name HDFC Retirement Savings Fund - Equity Plan - Growth Option Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
1 Year 18.48% 11.81%
3 Year 18.94% 11.94%
5 Year 16.68% 13.5%

Risk Management

Scheme Name HDFC Retirement Savings Fund - Equity Plan - Growth Option Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Standard Deviation 10.44% 11.61%
Sharp 1.4% 0.68%
Beta 0.76% 0.85%
Alpha 4.6% -3.34%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name HDFC Retirement Savings Fund - Equity Plan - Growth Option Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Name Dhruv Muchhal Dhaval Joshi
Total AUM ₹520687 Cr ₹361932 Cr
Fund Manage 40 55
HDFC Retirement Savings Fund - Equity Plan - Growth Option Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth

Market Cap

Scheme Name

HDFC Retirement Savings Fund - Equity Plan - Growth Option

Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth

Others 7 7.37
Large Cap 58.86 59.87
Mid Cap 12.13 13.36
Small Cap 22.01 19.39

Sector Allocation

Scheme Name

HDFC Retirement Savings Fund - Equity Plan - Growth Option

Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth

Others 5.09 4.23
Automobiles 7.88 -
Petroleum Products 4.13 -
Finance 1.69 -
IT - Software 6.09 -
Transport Services 3.92 -
Construction 4.04 7.28
Healthcare Services 0.68 -
Banks 26.41 -
Realty 0.83 -
Leisure Services 1.21 -
Pharmaceuticals & Biotechnology 7.97 -
Ferrous Metals 1.4 -
Fertilizers & Agrochemicals 0.91 -
Personal Products 1.16 -
Paper, Forest & Jute Products 0.49 -
Agricultural Food & other Products 0.77 -
Industrial Products 3.48 -
Consumer Durables 3.02 -
IT - Services 0.83 -
Diversified FMCG 1.99 -
Aerospace & Defense 1.42 -
Insurance 3 1.39
Entertainment 0.58 -
Gas 0.53 -
Industrial Manufacturing 0.92 -
Capital Markets 1.16 -
Telecom - Services 2.86 -
Electrical Equipment 1.43 -
Commercial Services & Supplies 1.08 -
Power 0.95 -
Beverages 1.61 -
Auto Components 0.47 -
Sovereign - 0.34
Energy - 9.78
Technology - 5.3
Consumer Staples - 4.44
Financial - 28.38
Metals & Mining - 2.89
Healthcare - 7.59
Materials - 4.86
Services - 5.96
Capital Goods - 7.25
Automobile - 4.68
Consumer Discretionary - 2.82
Communication - 2.8

Top Comparisons

Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option Canara Robeco Equity Hybrid Fund - Regular Plan - Growth Option

3Y Returns12.4%

VS

Quant Absolute Fund-Growth Quant Absolute Fund-Growth

3Y Returns19.46%

Compare Now

DSP Nifty Bank Index Fund - Regular (G) DSP Nifty Bank Index Fund - Regular (G)

3Y Returns0%

VS

UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH UTI QUARTERLY INTERVAL FUND II REGULAR PLAN GROWTH

3Y Returns5.99%

Compare Now

BANDHAN Large Cap Fund - Regular Plan - Growth BANDHAN Large Cap Fund - Regular Plan - Growth

3Y Returns17.66%

VS

LIC MF Large Cap Fund-Growth LIC MF Large Cap Fund-Growth

3Y Returns10.64%

Compare Now

HDFC ELSS Tax saver Fund - Growth Plan HDFC ELSS Tax saver Fund - Growth Plan

3Y Returns25.91%

VS

ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option ADITYA BIRLA SUN LIFE ELSS TAX SAVER FUND - Growth Option

3Y Returns11.31%

Compare Now
Request call back
Add to Cart Successfully