SBI Retirement Benefit Fund vs Aditya Birla Sun Life Retirement Fund compare
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth
Chart Comparison
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 | Very High |
Asset Size (Cr) | ₹2619 Cr | ₹388 Cr |
Min Investment | ₹5000 | ₹1000 |
Min SIP Invesment | ₹500 | ₹1000 |
Min Addl Investment | ₹1000 | ₹1000 |
Launch Date | 05 Feb 2021 | 10 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 | 1.94 | 2.39 |
Manager | Rohit Shimpi | Dhaval Joshi |
ISIN Code | INF200KA1S30 | INF209KB1H99 |
Exits Load | Nil/365 | Nil/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 | 0.79% | 2.13% |
6 Month | 18.18% | 19.73% |
1 Year | 31.95% | 33.16% |
3 Year | 20.63% | 14.81% |
5 Year | - | 16.15% |
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 | 14.58% | 14.53% |
3 Year | 36.73% | 30.51% |
5 Year | 43.1% | 48.36% |
Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
1 Year | 18.05% | 15.19% |
3 Year | 46.45% | 36.66% |
5 Year | 48.53% | 53.49% |
Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
Standard Deviation | 10.86% | 11.61% |
Sharp | 1.24% | 0.68% |
Beta | 0.77% | 0.85% |
Alpha | 4.63% | -3.34% |
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Get Free Experts GuidanceScheme 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 |
---|---|---|
Large Cap | 56.86 | 59.87 |
Mid Cap | 26.72 | 13.36 |
Small Cap | 11.32 | 19.39 |
Others | 5.1 | 7.37 |
Scheme Name |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
Financial | 26.13 | 28.38 |
Automobile | 13.1 | 4.68 |
Construction | 4.5 | 7.28 |
Technology | 6.13 | 5.3 |
Energy | 5.42 | 9.78 |
Capital Goods | 9.98 | 7.25 |
Materials | 6.35 | 4.86 |
Metals & Mining | 7.18 | 2.89 |
Sovereign | 3.32 | 0.34 |
Healthcare | 4.22 | 7.59 |
Services | 6.79 | 5.96 |
Others | 1.56 | 4.23 |
Insurance | 2.52 | 1.39 |
Textiles | 1.17 | - |
Consumer Discretionary | 1.63 | 2.82 |
Communication | - | 2.8 |
Consumer Staples | - | 4.44 |
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