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ICICI Prudential Retirement Fund vs SBI Retirement Benefit Fund compare

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

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tortoise-icon SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

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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 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 Risk Very High Risk
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 -2.1% -3.58%
6 Month -7.57% -11.69%
1 Year 7.09% 3.05%
3 Year 15.41% 12.68%
5 Year 16.28% -

SIP Return Analysis

Scheme Name ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
6 Month - -
1 Year -6.73% -10.79%
3 Year 16.57% 10.37%
5 Year 17.29% -

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 11.939% 12.293%
Sharp 0.814% 0.575%
Beta - -
Alpha - -

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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
Fund Manage 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 15.97 5.1
Large Cap 47.73 56.86
Mid Cap 18.07 26.72
Small Cap 18.21 11.32

Sector Allocation

Scheme Name

ICICI Prudential Retirement Fund - Hybrid Aggressive - Growth Option

SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth

Others 15.84 1.56
Telecom - Services 6.21 -
Fertilizers & Agrochemicals 3.37 -
Realty 4.04 -
Petroleum Products 1.09 -
Electrical Equipment 0.5 -
Construction 1.51 4.5
Ferrous Metals 4.57 -
Capital Markets 3.06 -
Non - Ferrous Metals 3 -
Automobiles 5.35 -
Aerospace & Defense 0.84 -
Pharmaceuticals & Biotechnology 0.77 -
IT - Software 12.55 -
Cement & Cement Products 4.88 -
Finance 5.41 -
Consumer Durables 1.89 -
Diversified Metals 1.19 -
Industrial Products 4.35 -
Food Products 1.15 -
Banks 0.73 -
Entertainment 0.06 -
Agricultural, Commercial & Construction Vehicles 1.04 -
Chemicals & Petrochemicals 2.1 -
Auto Components 1.82 -
Transport Services 4.19 -
Retailing 4.02 -
Transport Infrastructure 2.53 -
Textiles & Apparels 0.29 -
Commercial Services & Supplies 1.63 -
Sovereign - 3.32
Energy - 5.42
Technology - 6.13
Financial - 26.13
Metals & Mining - 7.18
Services - 6.79
Automobile - 13.1
Capital Goods - 9.98
Materials - 6.35
Healthcare - 4.22
Textiles - 1.17
Insurance - 2.52
Consumer Discretionary - 1.63

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