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

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)	₹547 Cr	₹2619 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹500
Min Addl Investment	₹1000	₹1000
Launch Date	02 Feb 2019	05 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	2.37	1.94
Manager	Sharmila D'mello	Rohit Shimpi
ISIN Code	INF109KC1TU8	INF200KA1S30
Exits Load	Nil/365	Nil/365

Scheme Name	ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
1 Month	0.93%	0.79%
6 Month	17.77%	18.18%
1 Year	43.56%	31.95%
3 Year	20.45%	20.63%
5 Year	19.9%	-

Scheme Name	ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
6 Month	-	-
1 Year	21.67%	14.58%
3 Year	47.3%	36.73%
5 Year	77.61%	43.1%

Scheme Name	ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
1 Year	20.86%	18.05%
3 Year	55%	46.45%
5 Year	81.79%	48.53%

Scheme Name	ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
Standard Deviation	11.22%	10.86%
Sharp	1.27%	1.24%
Beta	0.87%	0.77%
Alpha	7.46%	4.63%

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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
Fund Manage	35	6
	ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

Scheme Name	ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
Others	17.62	5.1
Large Cap	43.89	56.86
Mid Cap	19.78	26.72
Small Cap	18.7	11.32

Scheme Name	ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
Others	14.57	1.56
Transport Services	3.95	-
Cement & Cement Products	7.25	-
Telecom - Services	4.44	-
Transport Infrastructure	2.68	-
Aerospace & Defense	3.82	-
Ferrous Metals	6.17	-
Retailing	4.15	-
Electrical Equipment	3.75	-
Capital Markets	4.7	-
Realty	3.31	-
Construction	1.96	4.5
It - Software	2.65	-
Automobiles	4.31	-
Industrial Products	4.35	-
Diversified Metals	1.48	-
Agricultural, Commercial & Construction Vehicles	1.43	-
Banks	2.4	-
Finance	4.54	-
Chemicals & Petrochemicals	3.31	-
Non - Ferrous Metals	1.25	-
Petroleum Products	3.07	-
Pharmaceuticals & Biotechnology	3.17	-
Auto Components	1.34	-
Gas	0.72	-
Fertilizers & Agrochemicals	1.5	-
Power	0.66	-
Consumer Staples	0.58	-
Insurance	0.54	2.52
Financial	0.49	26.13
Textiles & Apparels	0.38	-
Consumer Durables	0.35	-
Other Utilities	0.19	-
Units of Real Estate Investment Trust (REITs)	0.16	-
Healthcare Services	0.14	-
Leisure Services	0.13	-
Entertainment	0.1	-
Automobile	-	13.1
Technology	-	6.13
Energy	-	5.42
Capital Goods	-	9.98
Materials	-	6.35
Metals & Mining	-	7.18
Sovereign	-	3.32
Healthcare	-	4.22
Services	-	6.79
Textiles	-	1.17
Consumer Discretionary	-	1.63