SBI Retirement Benefit Fund vs Axis Retirement Savings Fund compare

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

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Axis Retirement Fund - Dynamic Plan - Regular Growth

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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	Axis Retirement Fund - Dynamic Plan - Regular Growth
Fund	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
Investment Plan	Growth	Growth
Level of Risk	Very High Risk	Very High Risk
Asset Size (Cr)	₹2673 Cr	₹341 Cr
Min Investment	₹5000	₹5000
Min SIP Invesment	₹500	₹1000
Min Addl Investment	₹1000	₹1000
Launch Date	10 Feb 2021	20 Dec 2019
Category	Retirement Funds	Retirement Funds
Fund Type	Open Ended	Open Ended
Benchmark	BSE 500	BSE India Bond Index
Turn Over	6%	32.33%
Expense Ratio	1.95	2.42
Manager	Rohit Shimpi	Vinayak Jayanath
ISIN Code	INF200KA1S30	INF846K01T44
Exits Load	Data not available./365	Data not available./365

Scheme Name	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
1 Month	-3.58%	-4.47%
6 Month	-11.69%	-8.36%
1 Year	3.05%	8.91%
3 Year	12.68%	10.96%
5 Year	-	11.75%

Scheme Name	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
6 Month	-	-
1 Year	-10.79%	-4.6%
3 Year	10.37%	12.78%
5 Year	-	12.16%

Scheme Name	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
1 Year	18.59%	17.94%
3 Year	20.02%	12.08%
5 Year	-	13.46%

Scheme Name	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
Standard Deviation	12.293%	12.004%
Sharp	0.575%	0.412%
Beta	-	-
Alpha	-	-

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Scheme Name	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
Name	Rohit Shimpi	Vinayak Jayanath
Total AUM	₹15441 Cr	₹0 Cr
Fund Manage	6	18
	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth

Scheme Name	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
Others	5.1	13.2
Large Cap	56.86	50.42
Mid Cap	26.72	19.41
Small Cap	11.32	16.99

Scheme Name	SBI Retirement Benefit Fund - Aggressive Plan - Regular Plan - Growth	Axis Retirement Fund - Dynamic Plan - Regular Growth
Others	1.56	13.2
Sovereign	3.32	-
Energy	5.42	-
Technology	6.13	-
Construction	4.5	2.09
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	2.65
Consumer Discretionary	1.63	-
Petroleum Products	-	4.61
IT - Software	-	6.97
Pharmaceuticals & Biotechnology	-	5.12
Finance	-	7.4
Banks	-	13.76
Diversified FMCG	-	0.71
Non - Ferrous Metals	-	0.36
Electrical Equipment	-	3.16
Healthcare Services	-	4.87
Auto Components	-	3.56
Automobiles	-	3
Aerospace & Defense	-	1.17
Retailing	-	4.65
Beverages	-	0.82
Realty	-	3.17
Oil	-	0.74
Consumer Durables	-	1.83
Food Products	-	0.32
Power	-	4.25
Chemicals & Petrochemicals	-	2.18
Telecom - Services	-	1.69
Consumable Fuels	-	0.76
Capital Markets	-	0.19
Fertilizers & Agrochemicals	-	0.87
Industrial Manufacturing	-	2.44
Household Products	-	0.66
Commercial Services & Supplies	-	0.59
Industrial Products	-	0.55
Leisure Services	-	0.51
Cement & Cement Products	-	0.64
Textiles & Apparels	-	0.53