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) ₹691 Cr ₹5970 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 2.27 1.78
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 -3.92% -3.65%
6 Month -3.6% -4.23%
1 Year 14.26% 11.34%
3 Year 15.63% 17.34%
5 Year 16.83% 21.81%

SIP Return Analysis

Scheme Name ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option HDFC Retirement Savings Fund - Equity Plan - Growth Option
6 Month - -
1 Year 2.34% 2.48%
3 Year 20.17% 19.74%
5 Year 19.48% 23.08%

Rolling Lumpsum Returns

Scheme Name ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option HDFC Retirement Savings Fund - Equity Plan - Growth Option
1 Year 17.08% 18.89%
3 Year 18.37% 18.78%
5 Year 18.4% 16.7%

Risk Management

Scheme Name ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option HDFC Retirement Savings Fund - Equity Plan - Growth Option
Standard Deviation 11.22% 10.44%
Sharp 1.27% 1.4%
Beta 0.87% 0.76%
Alpha 7.46% 4.6%

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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
Fund Manage 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 17.65 7.31
Small Cap 13.97 21.49
Large Cap 47.42 60.19
Mid Cap 20.99 11.01

Sector Allocation

Scheme Name

ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option

HDFC Retirement Savings Fund - Equity Plan - Growth Option

Others 17.65 7.31
Cement & Cement Products 6.19 -
Telecom - Services 7.31 2.97
Realty 3.1 0.86
Petroleum Products 1.46 4.24
Electrical Equipment 1.35 1.32
Construction 1.68 3.86
Ferrous Metals 5.75 1.68
Non - Ferrous Metals 2.97 -
Automobiles 6.19 6.92
Aerospace & Defense 0.97 0.62
Pharmaceuticals & Biotechnology 2.13 6.8
IT - Software 5.29 7.08
Banks 2.23 25.33
Capital Markets 5.41 1.19
Finance 5.9 1.36
Consumer Durables 0.36 3.68
Diversified Metals 1.5 -
Industrial Products 3.76 2.69
Entertainment 0.08 0.59
Agricultural, Commercial & Construction Vehicles 1.03 -
Retailing 1.86 -
Chemicals & Petrochemicals 2.68 -
Leisure Services 0.01 0.93
Auto Components 2.15 0.45
Fertilizers & Agrochemicals 1.4 0.81
Transport Services 4.8 5.05
Insurance 0.51 2.98
Transport Infrastructure 2.19 -
Textiles & Apparels 0.29 -
Commercial Services & Supplies 1.83 1.62
Healthcare Services - 0.51
Personal Products - 1.01
Paper, Forest & Jute Products - 0.48
Agricultural Food & other Products - 0.63
IT - Services - 0.55
Diversified FMCG - 2.13
Gas - 0.65
Industrial Manufacturing - 1.63
Power - 0.86
Beverages - 1.21

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