HDFC Retirement Savings Fund vs ICICI Prudential Retirement Fund compare
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option
HDFC Retirement Savings Fund - Equity Plan - Growth Option
Chart Comparison
Overview
Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
---|---|---|
Fund | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹746 Cr | ₹5897 Cr |
Min Investment | ₹5000 | ₹100 |
Min SIP Invesment | ₹500 | ₹100 |
Min Addl Investment | ₹1000 | ₹100 |
Launch Date | 27 Feb 2019 | 26 Feb 2016 |
Category | Retirement Funds | Retirement Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | CRISIL Hybrid 35+65 Aggressive TRI | NIFTY 500 TRI |
Turn Over | 54% | 14.13% |
Expense Ratio | 2.31 | 1.77 |
Manager | Sharmila D'mello | Dhruv Muchhal |
ISIN Code | INF109KC1TU8 | INF179KB1MG8 |
Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
---|---|---|
1 Month | -2.74% | -3.29% |
6 Month | -10.12% | -12.08% |
1 Year | 3.9% | 2.98% |
3 Year | 15.47% | 17.91% |
5 Year | 18.04% | 23.51% |
SIP Return Analysis
Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
---|---|---|
6 Month | -7.29% | -8.33% |
1 Year | -13.3% | -13.61% |
3 Year | 14.9% | 13.73% |
5 Year | 16.16% | 19.12% |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
---|---|---|
1 Year | 17.49% | 19.02% |
3 Year | 18.1% | 18.79% |
5 Year | 18.12% | 16.85% |
Risk Management
Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
---|---|---|
Standard Deviation | 12.703% | 11.88% |
Sharp | 0.649% | 0.874% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
---|---|---|
Name | Sharmila D'mello | Dhruv Muchhal |
Total AUM | ₹354743 Cr | ₹520687 Cr |
Fund Manage | 35 | 40 |
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | HDFC Retirement Savings Fund - Equity Plan - Growth Option |
Market Cap
Scheme Name |
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
---|---|---|
Others | 16.35318 | 12.24368 |
Large Cap | 46.16781 | 58.58021 |
Small Cap | 18.2919 | 20.88784 |
Mid Cap | 19.18715 | 8.28824 |
Sector Allocation
Scheme Name |
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
---|---|---|
Others | 15.76618 | 12.17184 |
Communication Services | 9.65592 | 3.44965 |
Basic Materials | 20.02113 | 4.28895 |
Energy | 0.79565 | 4.28297 |
Industrials | 14.2754 | 14.3238 |
Financial Services | 11.46339 | 30.80498 |
Real Estate | 3.8033 | - |
Consumer Cyclical | 9.59616 | 10.10481 |
Healthcare | 0.67031 | 5.35592 |
Technology | 12.71568 | 8.97006 |
Consumer Defensive | 1.23692 | 4.54922 |
Utilities | - | 1.69777 |
Top Comparisons
Kotak Savings Fund -Growth
3Y Returns6.35%
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
3Y Returns6.76%
Mahindra Manulife Ultra Short Duration Fund - Regular Plan - Growth
3Y Returns6.41%
Aditya Birla Sun Life Savings Fund - Growth - Regular Plan
3Y Returns6.76%
Canara Robeco Small Cap Fund - Regular Plan - Growth Option
3Y Returns12.59%
Axis Small Cap Fund Regular Growth
3Y Returns15.7%
BANDHAN Balanced Advantage Fund Regular Plan Growth
3Y Returns8.52%
Edelweiss Balanced Advantage Fund - Regular Plan - Growth Option
3Y Returns10.22%