- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
STP Calculator Calculate Your STP Returns Easily
Compare Funds Detailed comparison of funds in
MF Screener Pinpoint the right funds
All Calculator All Financial Calculators at your Fingertips
-
Blogs
Mutual Fund Research Reports Detail Analysis of Mutual Fund
MF Expert Views Views by Expert on News
Mutual Fund News Find Latest News & Updates
Mutual Fund Learning Learn Concept of Mutual Funds
Newsletter Read market update month wise
Web Story Quick informative & trending stories
Blogs Explore trends, tips & strategies
-
Pro Services
Expert Curated Portfolios Smart portfolios crafted by market specialists
Funds Recommendations Get best funds shortlisted by expert for 2025
Portfolio Check-up Fix your portfolio with top MF Analyst
Personalised SIP Portfolio Get portfolio customised according to your needs
Loan Against Mutual Funds Get instant cash against securities
+91-9660032889
+91-9660032889
support@mysiponline.com
ICICI Prudential Retirement Fund vs SBI Retirement Benefit Fund compare
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| Fund | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹916 Cr | ₹2949 Cr |
| Min Investment | ₹5000 | ₹5000 |
| Min SIP Invesment | ₹500 | ₹500 |
| Min Addl Investment | ₹1000 | ₹1000 |
| Launch Date | 27 Feb 2019 | 10 Feb 2021 |
| Category | Retirement Funds | Retirement Funds |
| Fund Type | Open Ended | Open Ended |
| Benchmark | CRISIL Hybrid 35+65 Aggressive TRI | BSE 500 |
| Turn Over | 54% | 6% |
| Expense Ratio | 2.31 | 1.95 |
| Manager | Sharmila D'mello | Rohit Shimpi |
| ISIN Code | INF109KC1TU8 | INF200KA1S30 |
| Exits Load | Data not available./365 | Data not available./365 |
Trailing Lumpsum Returns
| Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| 1 Month | 3.72% | 2.32% |
| 6 Month | 19.86% | 13.22% |
| 1 Year | 4.58% | -4.23% |
| 3 Year | 20.32% | 13.4% |
| 5 Year | 20.67% | - |
SIP Return Analysis
| Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| 6 Month | 5.64% | 2.41% |
| 1 Year | 17.25% | 6.26% |
| 3 Year | 20.23% | 10.98% |
| 5 Year | 18.5% | - |
Rolling Lumpsum Returns
| Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| 1 Year | 15.64% | 15.93% |
| 3 Year | 18.2% | 18.02% |
| 5 Year | 18.75% | - |
Risk Management
| Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 12.69% | 11.91% |
| Sharp | 0.89% | 0.50% |
| Beta | 1.34% | - |
| Alpha | 4.64% | - |
Fund Managers
| Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| Name | Sharmila D'mello | Rohit Shimpi |
| Total AUM | ₹354743 Cr | ₹15441 Cr |
| Funds Managed | 35 | 6 |
| ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
Market Cap
| Scheme Name |
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| Others | 20.21 | 5.97 |
| Large Cap | 28.58 | 62.37 |
| Mid Cap | 24.47 | 17.45 |
| Small Cap | 26.74 | 14.21 |
Sector Allocation
| Scheme Name |
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
|---|---|---|
| Others | 16.22 | 3.64 |
| Communication Services | 7.01 | - |
| Industrials | 14.86 | 15.45 |
| Basic Materials | 24.38 | 8.65 |
| Financial Services | 16.06 | 28.4 |
| Real Estate | 1.85 | 1.15 |
| Consumer Cyclical | 11.17 | 18.77 |
| Healthcare | 2.44 | 5.25 |
| Technology | 5.8 | 9.3 |
| Utilities | 0.21 | 2.58 |
| Energy | - | 5.66 |
| Consumer Defensive | - | 1.14 |
Top Comparisons
HDFC ELSS Tax saver Fund - Growth Plan
3Y Returns22.16%
LIC MF ELSS Regular Plan-Growth
3Y Returns15.44%
ICICI Pru Nifty50 Value 20 Index Fund - Reg (G)
3Y Returns0%
Nippon India Value Fund- Growth Plan
3Y Returns21.62%
Kotak Midcap Fund - Growth
3Y Returns21.5%
HSBC Midcap Fund - Regular Growth
3Y Returns24.39%
Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth
3Y Returns15.17%
HDFC ELSS Tax saver Fund - Growth Plan
3Y Returns22.16%
