HDFC Retirement Savings Fund vs SBI Retirement Benefit Fund compare

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

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tortoise-icon SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

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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 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

Trailing Lumpsum Returns

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% -

SIP Return Analysis

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%

Rolling Lumpsum Returns

Scheme Name HDFC Retirement Savings Fund - Equity Plan - Growth Option SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
1 Year 18.48% 18.85%
3 Year 18.94% 20.63%
5 Year 16.68% -

Risk Management

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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Fund Managers

Scheme 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

Market Cap

Scheme Name

HDFC Retirement Savings Fund - Equity Plan - Growth Option

SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

Others 7 5.1
Large Cap 58.86 56.86
Mid Cap 12.13 26.72
Small Cap 22.01 11.32

Sector Allocation

Scheme Name

HDFC Retirement Savings Fund - Equity Plan - Growth Option

SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

Others 5.09 1.56
Automobiles 7.88 -
Petroleum Products 4.13 -
Finance 1.69 -
IT - Software 6.09 -
Transport Services 3.92 -
Construction 4.04 4.5
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 2.52
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 - 3.32
Energy - 5.42
Technology - 6.13
Financial - 26.13
Metals & Mining - 7.18
Services - 6.79
Automobile - 13.1
Capital Goods - 9.98
Materials - 6.35
Healthcare - 4.22
Textiles - 1.17
Consumer Discretionary - 1.63

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