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ICICI Prudential Retirement Fund vs HDFC Retirement Savings Fund compare

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tortoise-icon ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option

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

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option HDFC Retirement Savings Fund - Equity Plan - Growth Option
Fund ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option HDFC Retirement Savings Fund - Equity Plan - Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹746 Cr ₹5897 Cr
Min Investment ₹5000 ₹100
Min SIP Invesment ₹500 ₹100
Min Addl Investment ₹1000 ₹100
Launch Date 27 Feb 2019 26 Feb 2016
Category Retirement Funds Retirement Funds
Fund Type Open Ended Open Ended
Benchmark CRISIL Hybrid 35+65 Aggressive TRI NIFTY 500 TRI
Turn Over 54% 14.13%
Expense Ratio 2.31 1.77
Manager Sharmila D'mello Dhruv Muchhal
ISIN Code INF109KC1TU8 INF179KB1MG8
Exits Load Data not available./365 Data not available./365

Trailing Lumpsum Returns

Scheme Name ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option HDFC Retirement Savings Fund - Equity Plan - Growth Option
1 Month 4.8% 6.6%
6 Month -7.05% -5.87%
1 Year 6.43% 8.92%
3 Year 16.23% 17.64%
5 Year 21.4% 28.48%

SIP Return Analysis

Scheme Name ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option HDFC Retirement Savings Fund - Equity Plan - Growth Option
6 Month -3.97% -3.53%
1 Year -11.32% -9.74%
3 Year 14.87% 14.42%
5 Year 15.8% 18.86%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option HDFC Retirement Savings Fund - Equity Plan - Growth Option
1 Year 17.49% 19.02%
3 Year 18.1% 18.79%
5 Year 18.12% 16.85%

Risk Management

Scheme Name ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option HDFC Retirement Savings Fund - Equity Plan - Growth Option
Standard Deviation 12.703% 11.88%
Sharp 0.649% 0.874%
Beta - -
Alpha - -

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Fund Managers

Scheme Name ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option HDFC Retirement Savings Fund - Equity Plan - Growth Option
Name Sharmila D'mello Dhruv Muchhal
Total AUM ₹354743 Cr ₹520687 Cr
Funds Managed 35 40
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option HDFC Retirement Savings Fund - Equity Plan - Growth Option

Market Cap

Scheme Name

ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option

HDFC Retirement Savings Fund - Equity Plan - Growth Option

Others 16.35 12.24
Large Cap 46.17 58.58
Small Cap 18.29 20.89
Mid Cap 19.19 8.29

Sector Allocation

Scheme Name

ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option

HDFC Retirement Savings Fund - Equity Plan - Growth Option

Others 15.77 12.17
Communication Services 9.66 3.45
Basic Materials 20.02 4.29
Energy 0.8 4.28
Industrials 14.28 14.32
Financial Services 11.46 30.8
Real Estate 3.8 -
Consumer Cyclical 9.6 10.1
Healthcare 0.67 5.36
Technology 12.72 8.97
Consumer Defensive 1.24 4.55
Utilities - 1.7

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