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
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 | Very High |
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 |
Trailing Lumpsum Returns
Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
1 Month | 6.58% | 8.15% |
6 Month | -12.7% | -12.84% |
1 Year | 4.64% | 7.84% |
3 Year | 13.74% | 12.31% |
5 Year | - | 17.6% |
SIP Return Analysis
Scheme Name | SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
6 Month | -4.61% | -5.55% |
1 Year | -10.58% | -9.21% |
3 Year | 11.1% | 11.89% |
5 Year | - | 11.77% |
Rolling Lumpsum Returns
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% |
Risk Management
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 | - | - |
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Fund Managers
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 |
Funds Managed | 6 | 55 |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth | Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
Market Cap
Scheme Name |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
Others | 0.83 | 5.8 |
Large Cap | 64.72 | 51.19 |
Mid Cap | 19.68 | 19.94 |
Small Cap | 14.77 | 23.07 |
Sector Allocation
Scheme Name |
SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth |
Aditya Birla Sun Life Retirement Fund-The 30s Plan-Regular Growth |
---|---|---|
Others | 0.83 | 5.8 |
Energy | 5.83 | 4.83 |
Technology | 13.13 | 10.41 |
Industrials | 18.99 | 12.8 |
Basic Materials | 5.62 | 8.14 |
Financial Services | 28.61 | 26.98 |
Consumer Cyclical | 18.32 | 9.19 |
Consumer Defensive | 1.14 | 4.18 |
Real Estate | 1.28 | 3.57 |
Healthcare | 4.39 | 8.69 |
Utilities | 1.86 | 2.39 |
Communication Services | - | 3.02 |
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