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) | ₹746 Cr | ₹2673 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 | 5.76% | 6.58% |
6 Month | -10.31% | -12.7% |
1 Year | 6.74% | 4.64% |
3 Year | 16.24% | 13.74% |
5 Year | 22.66% | - |
SIP Return Analysis
Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
6 Month | -4.08% | -4.61% |
1 Year | -7.98% | -10.58% |
3 Year | 17.16% | 11.1% |
5 Year | 17.45% | - |
Rolling Lumpsum Returns
Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
1 Year | 17.49% | 18.59% |
3 Year | 18.1% | 20.02% |
5 Year | 18.12% | - |
Risk Management
Scheme Name | ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
Standard Deviation | 12.703% | 12.293% |
Sharp | 0.649% | 0.575% |
Beta | - | - |
Alpha | - | - |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 | 16.35 | 0.83 |
Large Cap | 46.17 | 64.72 |
Small Cap | 18.29 | 14.77 |
Mid Cap | 19.19 | 19.68 |
Sector Allocation
Scheme Name |
ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
---|---|---|
Others | 15.77 | 0.83 |
Communication Services | 9.66 | - |
Basic Materials | 20.02 | 5.62 |
Energy | 0.8 | 5.83 |
Industrials | 14.28 | 18.99 |
Financial Services | 11.46 | 28.61 |
Real Estate | 3.8 | 1.28 |
Consumer Cyclical | 9.6 | 18.32 |
Healthcare | 0.67 | 4.39 |
Technology | 12.72 | 13.13 |
Consumer Defensive | 1.24 | 1.14 |
Utilities | - | 1.86 |
Top Comparisons
SBI Long Term Equity Fund - Regular Plan- Growth
3Y Returns23.87%
Edelweiss ELSS Tax saver Fund - Regular Plan - Growth Option
3Y Returns12.87%
Aditya Birla Sun Life Debt Plus Arbitrage FOF Scheme - Growth
3Y Returns6.45%
Motilal Oswal 5 Year G-Sec Fund Of Fund Regular -Growth
3Y Returns6.06%
Kotak Savings Fund -Growth
3Y Returns6.45%
Canara Robeco Ultra Short Term Fund - Regular Plan - Growth Option
3Y Returns6.03%
Canara Robeco Emerging Equities - Regular Plan - Growth Option
3Y Returns14.58%
UTI Large & Mid Cap Fund - Regular Plan - Growth Option
3Y Returns19.93%