SBI Retirement Benefit Fund vs Aditya Birla Sun Life Retirement Fund compare

Link copied to clipboard!

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

Invest Now

Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Fund	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Very High Risk
Asset Size (Cr)	₹2673 Cr	₹373 Cr
Min Investment	₹5000	₹1000
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	10 Feb 2021	11 Mar 2019
Category	Retirement Funds	Retirement Funds
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500	NIFTY 500 TRI
Turn Over	6%	6%
Expense Ratio	1.95	2.41
Manager	Rohit Shimpi	Dhaval Joshi
ISIN Code	INF200KA1S30	INF209KB1H99
Exits Load	Data not available./365	Data not available./365

Scheme Name	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
1 Month	-3.58%	-4.5%
6 Month	-11.69%	-11.28%
1 Year	3.05%	3.92%
3 Year	12.68%	10.62%
5 Year	-	10.24%

Scheme Name	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
6 Month	-	-
1 Year	-11.09%	-10.53%
3 Year	10.48%	10.25%
5 Year	-	11.18%

Scheme Name	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
1 Year	18.59%	12.47%
3 Year	20.02%	12.02%
5 Year	-	13.27%

Scheme Name	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Standard Deviation	12.293%	13.102%
Sharp	0.575%	0.392%
Beta	-	-
Alpha	-	-

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Scheme Name	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Name	Rohit Shimpi	Dhaval Joshi
Total AUM	₹15441 Cr	₹361932 Cr
Fund Manage	6	55
	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth

Scheme Name	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Others	5.1	2.79
Large Cap	56.86	52.94
Mid Cap	26.72	19.14
Small Cap	11.32	25.15

Scheme Name	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Others	1.56	2.79
Sovereign	3.32	-
Energy	5.42	-
Technology	6.13	-
Construction	4.5	5.62
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	3.7
Consumer Discretionary	1.63	-
Petroleum Products	-	4.06
IT - Software	-	8.23
Household Products	-	1.68
Banks	-	21.16
Non - Ferrous Metals	-	1.37
Pharmaceuticals & Biotechnology	-	6.57
Healthcare Services	-	2.82
Auto Components	-	5
Personal Products	-	1.3
Transport Services	-	0.84
Electrical Equipment	-	3.67
Retailing	-	2.65
Oil	-	1.48
Consumer Durables	-	6.7
Leisure Services	-	0.95
Finance	-	2.35
Industrial Products	-	1.08
Telecom - Services	-	3.06
Chemicals & Petrochemicals	-	1.54
Cement & Cement Products	-	3.52
Food Products	-	1.46
Power	-	2.31
Realty	-	3.03
Automobiles	-	1.08