HDFC Retirement Savings Fund vs SBI Retirement Benefit Fund compare
HDFC Retirement Savings Fund - Equity Plan - Growth Option
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
Chart Comparison
Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
Fund | HDFC Retirement Savings Fund - Equity Plan - Growth Option | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹5555 Cr | ₹2619 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 07 Feb 2016 | 05 Feb 2021 |
Category | Retirement Funds | Retirement Funds |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY 500 TRI | BSE 500 |
Turn Over | 14.13% | 6% |
Expense Ratio | 1.79 | 1.94 |
Manager | Dhruv Muchhal | Rohit Shimpi |
ISIN Code | INF179KB1MG8 | INF200KA1S30 |
Exits Load | Nil/365 | Nil/365 |
Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
1 Month | 1.87% | 0.79% |
6 Month | 17.97% | 18.18% |
1 Year | 37.27% | 31.95% |
3 Year | 23.33% | 20.63% |
5 Year | 26.08% | - |
Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
6 Month | - | - |
1 Year | 16.32% | 14.58% |
3 Year | 44.91% | 36.73% |
5 Year | 94.95% | 43.1% |
Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
1 Year | 26.82% | 18.05% |
3 Year | 70.52% | 46.45% |
5 Year | 100.8% | 48.53% |
Scheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
Standard Deviation | 10.44% | 10.86% |
Sharp | 1.4% | 1.24% |
Beta | 0.76% | 0.77% |
Alpha | 4.6% | 4.63% |
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Get Free Experts GuidanceScheme Name | HDFC Retirement Savings Fund - Equity Plan - Growth Option | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
Name | Dhruv Muchhal | Rohit Shimpi |
Total AUM | ₹520687 Cr | ₹15441 Cr |
Fund Manage | 40 | 6 |
HDFC Retirement Savings Fund - Equity Plan - Growth Option | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
Large Cap | 58.86 | 56.86 |
Others | 7 | 5.1 |
Small Cap | 22.01 | 11.32 |
Mid Cap | 12.13 | 26.72 |
Scheme Name |
HDFC Retirement Savings Fund - Equity Plan - Growth Option |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
Banks | 26.41 | - |
Others | 5.09 | 1.56 |
Petroleum Products | 4.13 | - |
IT - Software | 6.09 | - |
Telecom - Services | 2.86 | - |
Automobiles | 7.88 | - |
Construction | 4.04 | 4.5 |
Diversified FMCG | 1.99 | - |
Pharmaceuticals & Biotechnology | 7.97 | - |
Beverages | 1.61 | - |
Electrical Equipment | 1.43 | - |
Insurance | 3 | 2.52 |
Industrial Products | 3.48 | - |
Capital Markets | 1.16 | - |
Personal Products | 1.16 | - |
Transport Services | 3.92 | - |
Power | 0.95 | - |
Industrial Manufacturing | 0.92 | - |
Fertilizers & Agrochemicals | 0.91 | - |
Realty | 0.83 | - |
Aerospace & Defense | 1.42 | - |
IT - Services | 0.83 | - |
Ferrous Metals | 1.4 | - |
Agricultural Food & other Products | 0.77 | - |
Finance | 1.69 | - |
Consumer Durables | 3.02 | - |
Commercial Services & Supplies | 1.08 | - |
Healthcare Services | 0.68 | - |
Leisure Services | 1.21 | - |
Entertainment | 0.58 | - |
Gas | 0.53 | - |
Paper, Forest & Jute Products | 0.49 | - |
Auto Components | 0.47 | - |
Financial | - | 26.13 |
Automobile | - | 13.1 |
Technology | - | 6.13 |
Energy | - | 5.42 |
Capital Goods | - | 9.98 |
Materials | - | 6.35 |
Metals & Mining | - | 7.18 |
Sovereign | - | 3.32 |
Healthcare | - | 4.22 |
Services | - | 6.79 |
Textiles | - | 1.17 |
Consumer Discretionary | - | 1.63 |
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