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
| 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 | Very High |
| Asset Size (Cr) | ₹1017 Cr | ₹402 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 | 2.15 | 2.41 |
| Manager | Sharmila D'mello | Dhaval Joshi |
| ISIN Code | INF109KC1TQ6 | INF209KB1H99 |
| Exits Load | Data not available./365 | Data not available./365 |
| Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| 1 Month | 6.94% | 5.06% |
| 6 Month | 3.9% | 6.85% |
| 1 Year | 31.06% | 22.57% |
| 3 Year | 22.65% | 13.86% |
| 5 Year | 24.41% | 13.74% |
| 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 | 25.6% | 22.93% |
| 3 Year | 30.92% | 21.51% |
| 5 Year | 29.58% | 17.42% |
| Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| 1 Year | 23.24% | 11.96% |
| 3 Year | 26.35% | 11.95% |
| 5 Year | 23.37% | 13.54% |
| Scheme Name | ICICI Prudential Retirement Fund - Pure Equity - Growth Option | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Standard Deviation | 13.47% | 11.61% |
| Sharp | 1.53% | 0.68% |
| Beta | 0.79% | 0.85% |
| Alpha | 9.75% | -3.34% |
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| 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 |
| Scheme Name |
ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Others | 5.95 | 7.37 |
| Large Cap | 52.15 | 59.87 |
| Small Cap | 18.89 | 19.39 |
| Mid Cap | 23.03 | 13.36 |
| Scheme Name |
ICICI Prudential Retirement Fund - Pure Equity - Growth Option |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
|---|---|---|
| Others | 3.68 | 4.23 |
| Cement & Cement Products | 9.38 | - |
| Automobiles | 7.22 | - |
| Telecom - Services | 5.79 | - |
| Electrical Equipment | 4.18 | - |
| Construction | 2.82 | 7.28 |
| Ferrous Metals | 7.1 | - |
| Non - Ferrous Metals | 0.36 | - |
| Pharmaceuticals & Biotechnology | 3.61 | - |
| Chemicals & Petrochemicals | 3.38 | - |
| Banks | 2.46 | - |
| Petroleum Products | 3.34 | - |
| Capital Markets | 6.99 | - |
| Consumer Durables | 1.93 | - |
| Finance | 5.15 | - |
| Diversified Metals | 1.91 | - |
| Industrial Products | 4.34 | - |
| Gas | 1.19 | - |
| Entertainment | 0.11 | - |
| Agricultural, Commercial & Construction Vehicles | 2.53 | - |
| Aerospace & Defense | 1.89 | - |
| Realty | 6.53 | - |
| Retailing | 1.4 | - |
| Healthcare Services | 0.22 | - |
| Leisure Services | 0.2 | - |
| Auto Components | 2.1 | - |
| Fertilizers & Agrochemicals | 1.76 | - |
| Transport Services | 2.96 | - |
| It - Software | 3.6 | - |
| Insurance | 1.3 | 1.39 |
| Commercial Services & Supplies | 0.01 | - |
| Transport Infrastructure | 0.09 | - |
| Textiles & Apparels | 0.49 | - |
| Sovereign | - | 0.34 |
| Energy | - | 9.78 |
| Technology | - | 5.3 |
| Consumer Staples | - | 4.44 |
| Financial | - | 28.38 |
| Metals & Mining | - | 2.89 |
| Healthcare | - | 7.59 |
| Materials | - | 4.86 |
| Services | - | 5.96 |
| Capital Goods | - | 7.25 |
| Automobile | - | 4.68 |
| Consumer Discretionary | - | 2.82 |
| Communication | - | 2.8 |
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