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

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	Very High	Very High
Asset Size (Cr)	₹871 Cr	₹388 Cr
Min Investment	₹5000	₹1000
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	01 Feb 2019	10 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	2.25	2.39
Manager	Sharmila D'mello	Dhaval Joshi
ISIN Code	INF109KC1TQ6	INF209KB1H99
Exits Load	Nil/365	Nil/365

Scheme Name	ICICI Prudential Retirement Fund - Pure Equity - Growth Option	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
1 Month	1.12%	2.13%
6 Month	18.3%	19.73%
1 Year	50.02%	33.16%
3 Year	27.6%	14.81%
5 Year	25.26%	16.15%

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	24%	14.53%
3 Year	57.13%	30.51%
5 Year	107.11%	48.36%

Scheme Name	ICICI Prudential Retirement Fund - Pure Equity - Growth Option	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
1 Year	27.27%	15.19%
3 Year	75.23%	36.66%
5 Year	112.27%	53.49%

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