- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
SWP Calculator Plan Your Returns with Our SWP Calculator
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Retirement Calculator Estimate Retirement Corpus & Investment Amount
Child's Future Calculator Estimate Child Future Corpus & Invesment Amount
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Compare Funds Comparison of fund details
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
ICICI Prudential Retirement Fund vs Aditya Birla Sun Life Retirement Fund compare
ICICI Prudential Retirement Fund - Pure Equity - Growth Option
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Fund | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Moderate Risk | Very High Risk |
| Asset Size (Cr) | ₹1060 Cr | ₹373 Cr |
| Min Investment | ₹5000 | ₹1000 |
| Min SIP Invesment | ₹500 | ₹1000 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 27 Feb 2019 | 11 Mar 2019 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY 500 TRI | NIFTY 500 TRI |
| Turn Over | 67% | 6% |
| Expense Ratio | 2.16 | 2.41 |
| Manager | Sharmila D'mello | Dhaval Joshi |
| ISIN Code | INF109KC1TQ6 | INF209KB1H99 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| 1 Month | -2.76% | -4.5% |
| 6 Month | -8.09% | -11.28% |
| 1 Year | 6.75% | 3.92% |
| 3 Year | 17.78% | 10.62% |
| 5 Year | 21.53% | 10.24% |
SIP Return Analysis
| Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -7.57% | -11.23% |
| 3 Year | 19.35% | 9.75% |
| 5 Year | 22.84% | 10.58% |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| 1 Year | 23.43% | 12.47% |
| 3 Year | 25.69% | 12.02% |
| 5 Year | 23.19% | 13.27% |
Risk Management
| Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Standard Deviation | 13.495% | 13.102% |
| Sharp | 0.904% | 0.392% |
| 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 - Pure Equity - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Name | Sharmila D'mello | Dhaval Joshi |
| Total AUM | ₹354743 Cr | ₹361932 Cr |
| Fund Manage | 35 | 55 |
| ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
Market Cap
| Scheme Name |
ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Others | 2.67 | 2.79 |
| Large Cap | 57.32 | 52.94 |
| Mid Cap | 18.13 | 19.14 |
| Small Cap | 21.9 | 25.15 |
Sector Allocation
| Scheme Name |
ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Others | 2.67 | 2.79 |
| Cement & Cement Products | 7.41 | 3.52 |
| Telecom - Services | 5.88 | 3.06 |
| Fertilizers & Agrochemicals | 3.5 | - |
| Realty | 5.43 | 3.03 |
| Electrical Equipment | 1.39 | 3.67 |
| Construction | 2.37 | 5.62 |
| Ferrous Metals | 5.69 | - |
| Capital Markets | 6.19 | - |
| Non - Ferrous Metals | 2.04 | 1.37 |
| Pharmaceuticals & Biotechnology | 1.22 | 6.57 |
| Chemicals & Petrochemicals | 3.64 | 1.54 |
| Automobiles | 5.53 | 1.08 |
| IT - Software | 11.51 | 8.23 |
| Petroleum Products | 0.98 | 4.06 |
| Finance | 6.12 | 2.35 |
| Consumer Durables | 2.39 | 6.7 |
| Diversified Metals | 1.67 | - |
| Industrial Products | 4 | 1.08 |
| Food Products | 2.07 | 1.46 |
| Banks | 0.83 | 21.16 |
| Entertainment | 0.08 | - |
| Agricultural, Commercial & Construction Vehicles | 2 | - |
| Auto Components | 1.51 | 5 |
| Transport Services | 5.25 | 0.84 |
| Retailing | 3.77 | 2.65 |
| Insurance | 0.41 | 3.7 |
| Transport Infrastructure | 2.34 | - |
| Power | 0.05 | 2.31 |
| Textiles & Apparels | 0.4 | - |
| Beverages | 1.32 | - |
| Commercial Services & Supplies | 0.36 | - |
| Household Products | - | 1.68 |
| Healthcare Services | - | 2.82 |
| Personal Products | - | 1.3 |
| Oil | - | 1.48 |
| Leisure Services | - | 0.95 |
Top Comparisons
Motilal Oswal Nasdaq 100 Fund of Fund- Regular Plan Growth
3Y Returns24.43%
Axis US Treasury Dynamic Bond ETF Fund of Fund - Reg (G)
3Y Returns0%
UTI Credit Risk Fund - Regular Plan - Growth Option
3Y Returns6.23%
HSBC Credit Risk Fund - Regular Growth
3Y Returns5.77%
Bajaj Finserv Multi Asset Allocation Fund-Reg (G)
3Y Returns0%
Edelweiss Nifty Alpha Low Volatility 30 Index Fund-Reg (G)
3Y Returns0%
Kotak Banking and PSU Debt - Growth
3Y Returns6.28%
UTI Banking & PSU Fund- Regular Plan - Growth Option
3Y Returns8.32%
