HDFC Retirement Savings Fund vs ICICI Prudential Retirement Fund compare

Link copied to clipboard!

tortoise-icon ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option

Invest Now

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

Invest Now

Chart Comparison

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

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) ₹547 Cr ₹5555 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 02 Feb 2019 07 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 2.37 1.79
Manager Sharmila D'mello Dhruv Muchhal
ISIN Code INF109KC1TU8 INF179KB1MG8
Exits Load Nil/365 Nil/365

Trailing Lumpsum Returns

Scheme Name ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option HDFC Retirement Savings Fund - Equity Plan - Growth Option
1 Month 0.93% 1.87%
6 Month 17.77% 17.97%
1 Year 43.56% 37.27%
3 Year 20.45% 23.33%
5 Year 19.9% 26.08%

SIP Return Analysis

Scheme Name ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option HDFC Retirement Savings Fund - Equity Plan - Growth Option
6 Month - -
1 Year 21.67% 16.32%
3 Year 47.3% 44.91%
5 Year 77.61% 94.95%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option HDFC Retirement Savings Fund - Equity Plan - Growth Option
1 Year 16.69% 18.48%
3 Year 18.28% 18.94%
5 Year 18.33% 16.68%

Risk Management

Scheme Name ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option HDFC Retirement Savings Fund - Equity Plan - Growth Option
Standard Deviation 11.22% 10.44%
Sharp 1.27% 1.4%
Beta 0.87% 0.76%
Alpha 7.46% 4.6%

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 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 17.65 7
Small Cap 13.97 22.01
Large Cap 47.42 58.86
Mid Cap 20.99 12.13

Sector Allocation

Scheme Name

ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option

HDFC Retirement Savings Fund - Equity Plan - Growth Option

Others 17.65 5.09
Cement & Cement Products 6.19 -
Telecom - Services 7.31 2.86
Realty 3.1 0.83
Petroleum Products 1.46 4.13
Electrical Equipment 1.35 1.43
Construction 1.68 4.04
Ferrous Metals 5.75 1.4
Non - Ferrous Metals 2.97 -
Automobiles 6.19 7.88
Aerospace & Defense 0.97 1.42
Pharmaceuticals & Biotechnology 2.13 7.97
IT - Software 5.29 6.09
Banks 2.23 26.41
Capital Markets 5.41 1.16
Finance 5.9 1.69
Consumer Durables 0.36 3.02
Diversified Metals 1.5 -
Industrial Products 3.76 3.48
Entertainment 0.08 0.58
Agricultural, Commercial & Construction Vehicles 1.03 -
Retailing 1.86 -
Chemicals & Petrochemicals 2.68 -
Leisure Services 0.01 1.21
Auto Components 2.15 0.47
Fertilizers & Agrochemicals 1.4 0.91
Transport Services 4.8 3.92
Insurance 0.51 3
Transport Infrastructure 2.19 -
Textiles & Apparels 0.29 -
Commercial Services & Supplies 1.83 1.08
Healthcare Services - 0.68
Personal Products - 1.16
Paper, Forest & Jute Products - 0.49
Agricultural Food & other Products - 0.77
IT - Services - 0.83
Diversified FMCG - 1.99
Gas - 0.53
Industrial Manufacturing - 0.92
Power - 0.95
Beverages - 1.61

Top Comparisons

ICICI Prudential Thematic Advantage Fund (FOF) - Growth ICICI Prudential Thematic Advantage Fund (FOF) - Growth

3Y Returns21.01%

VS

Axis Equity ETFs FOF - Regular Plan - Growth Option Axis Equity ETFs FOF - Regular Plan - Growth Option

3Y Returns0%

Compare Now

Kotak Debt Hybrid - Growth Kotak Debt Hybrid - Growth

3Y Returns11.07%

VS

Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan Aditya Birla Sun Life Regular Savings Fund - Growth / Payment - Regular Plan

3Y Returns8.72%

Compare Now

Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan Aditya Birla Sun Life Flexi Cap Fund - Growth - Regular Plan

3Y Returns13.8%

VS

UTI - Flexi Cap Fund-Growth Option UTI - Flexi Cap Fund-Growth Option

3Y Returns5.77%

Compare Now

NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT

3Y Returns5.99%

VS

NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT NIPPON INDIA QUARTERLY INTERVAL FUND SERIES II IDCW PLAN REINVESTMENT

3Y Returns5.99%

Compare Now
Request call back
Add to Cart Successfully